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Financial Services Coordinator -Life Insurance
Our downtown Winnipeg client is seeking a Financial Services Coordinator for a partner within the firm.
Our client is seeking someone looking to thrive in:
- A supportive, team-oriented environment while helping clients achieve their financial goals.
- Exceptional person.
- Detail oriented.
- Has some financial services experience.
- Can engage with clients and suppliers.
- Doesn’t want to be primarily client-facing.
- Can work autonomously.
Pay and Benefits:
- Depending on experience minimum wage is $45-50k, higher pay if you have a mutual fund certificate and have experience.
- Personalized training and development opportunities.
- Group Health and Dental Benefits
- An entrepreneurial environment fostering growth.
- Flexibility in hours dependant on partners agreement
- Free parking
- 8:30-4:30 PM in office
Key Responsibilities:
- Within 6 months obtain your Mutual Funds license to better assist the partner.
- Professionally handle inquiries from clients via phone and email
- Prepare and analyze weekly, monthly, and ad-hoc reports while ensuring the CRM and client files are up-to-date and in compliance
- A first point of contact for our team, welcoming clients that phone or attend meetings.
- Scheduling of appointments for clients
- Meeting preparation, including statements, summaries and presentations.
- Maintenance and updates of CRM information.
- Prompt and efficient reporting and support for our valued clients.
- Processing client trades, address and beneficiary updates.
- Management of mail and courier services.
- Collaboration in the financial planning process.
Attributes:
- Independent self-starter with the ability to manage multiple priorities in a fast-paced environment.
- Exceptional interpersonal skills for effective communication across all organization levels.
- Strong organizational and time-management skills.
- A team player who thrives in a diverse and collaborative workplace.
- Fluency in English; bilingualism is an asset.
Required Experience and Education:
- Experience in the insurance/financial services industry preferred.
- LLQP an asset
- Mutual Fund license an asset but will be obtaining shortly after starting
- Customer service experience and proficiency in Microsoft Office Suite.
- Familiarity with CRM systems and a sound understanding of insurance and investment products.
- A college diploma, university degree, or equivalent experience
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