Description
Selectpath Benefits & Financial Inc. partners with clients to guide them along “the Right Path” to financial security and success. We achieve this through customized solutions driven by innovation, excellence, and integrity. Our expert team specializes in benefits and pensions, financial planning, and human resources management, offering a hands-on approach to achieving both short and long-term goals. The Financial Services Assistant provides administrative support to the Advisor and clients of Selectpath. In this position, you will be responsible for handling client and Advisor inquiries and requests related to Financial Services.KEY ROLES & RESPONSIBILITIES:Maintaining filing systems (paper and electronic)Answer phones and emails prioritizing client requests (address changes, PAC changes etc.) Assist Advisor in arranging meetings with clientsInvestigate and solve administrative issues efficiently, accurately and completelyDevelop and maintain effective workflow processesClient account updates including address, name and bank account information changesPreparation of client documents, forms, quotes, presentations, spreadsheets, statements and materials required for client meetings with accuracy and completenessMeeting with the Advisor to review client accounts and prepare for meetings Daily business processing and transactions Follow up on trades, transfers and outstanding business processing to ensure it is completed accurately and efficientlySupport the insurance underwriting process by liaising with underwriters, paramedical and medical organizationsCommunicating with clients to ensure they are informed of their account statusEnsure compliance standards and regulations are followedREQUIREMENTS:College diploma with a concentration in business administration an assetMinimum 3 years customer service experienceWorking knowledge of investments is an asset Advanced knowledge and application of MS suite of products including Outlook, Word, Excel, and PowerPoint, as well as Goldmine or Customer-Relationship Management systems an assetCustomer service oriented, possess a professional and approachable demeanor and has the ability to handle conflicting prioritiesExcellent interpersonal, oral and written communication skillsAbility to organize, prioritize in a fast work environmentNavacord, and all our Broker Partners are actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply. We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.
