Markham Financial company: Administrative Coordinator

Markham Financial company: Administrative Coordinator

Job Title: Financial Administrative Coordinator

Job Location: Markham

Job Type: Full Time

Job Category: Office

Salary/Wage:wage 
Pay by: cheque 
$20.00 / hour 
Pay period: bi-weekly

[Responsibilities]

– You will be responsible for providing administrative support to our Financial Advisors 
– You will manage daily client requests and correspondence concerning individual policy changes (e.g. beneficiary, address, banking changes) 
– Work either with the MGA or insurers directly to finalize contracts 
– Process online transactions for RRSP deposits, withdrawals, fund transfers, and reallocations 
– You will process online fund trades (buy/sell orders for segregated funds), as requested 
– You will collaborate and work well with team members towards the common goal of providing excellent and best-in-class service to our clients and prospects
-Prepare/compose letters as required for formal contact with providers; for example, regarding training requirements and guest speaker invitation

[Job Requirement]

Previous experience working with a Financial Advisor(2 years)
– Language: English / Mandarin
– A thorough understanding of individual life,disability and critical illness insurance products,group conversion products,travel insurance,as well as mutual and segregated fund investment products
– Ability to prioritize work and meet tight deadlines
– Great attention to detail and accuracy with an analytical nature that has the ability to see the bigger picture
– Excellent communication and customer service skills
– Proven ability to establish and foster strong client relationships
– Strong conflict resolution skills
– Computer proficient including Microsoft Office 2013