Individual Financial Services Coordinator
Individual Financial Services Coordinator
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Job Description
** Indigenous candidates are encouraged to self-declare in your cover letter.**
The Individual Financial Services Coordinator will:
Assist in the preparation of existing and new client documents for various insurance carriers for the Individual Financial Services team.
Respond in a timely manner to client email phone and mail correspondence.
Preparation of withdrawal paperwork for members within our group retirement programs.
Group retirement plan death claims administration support
Request information and documentation from clients and ensure all incoming documents are in good order (i.e. cheques faxes emails client paperwork).
Perform other administrative tasks as needed such as conducting research for other client retirement assets.
Monitor and follow-up on outstanding documents for the Individual Financial Services Team.
Maintain client files with notes for all transactions and interactions for individual financial services clients.
Provide administrative support for individual insurance clients where necessary.
Support Individual Financial Services team in periodic marketing campaigns and various client communication strategies.
Other duties as assigned.
What you need to be successful in this role:
Have experience in Individual Financial Services is an asset
A passion for customer service
Excellent communication skills both written and verbal
Strong attention to detail and ability to multi-task
Strong interpersonal skills and ability to deal effectively with a variety of clients
Excellent problem-solving and decision-making skills
Ability to work independently and take initiative
Comfortable working in a fast-paced dynamic environment
Be proactive self-starter with a positive attitude
Team engagement and responsiveness with our clients and partners
Proficiency with the MS Office suite of products
Whats in it for you:
Have an impact in the communities we serve
Participate in our contributions towards Truth and Reconciliation
Learn by working & collaborating alongside our existing team of experts
Employee benefit and retirement programs are provided
Competitive compensation
A fun flexible and productive work environment
Eagle Bay Financial is an independent advisory firm specializing in group benefits and retirement plans for Indigenous communities across BC Alberta and Yukon. Established in 2002 the firm partners with leading Canadian insurers to deliver culturally informed competitive solutions. Headquartered in Vancouver Eagle Bay is known for its deep understanding of tax exemption policies commitment to preserving inherent rights and exceptional client service.
Providing an inclusive accessible environment where all employees and clients feel valued respected and supported is something were committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live and to creating an environment where every employeehas the opportunity toreach their potential. If you require an accommodation or an alternative format of any posting please reach out to .
The base salary range for this position is $50000 - 65000 per annum. Details of the total compensation package will be shared during the interview process.
Required Experience:
IC
Employment Type
Full-Time
