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About the role
Key responsibilities & impact- Manage general inbox for workflow assignment
- Maintain processes for tracking business and handling paperwork within a 48-hour SLA
- Follow up with other financial institutions on consolidation-related activity
- Track completed sales activities for advisors in Salesforce
- Maintain notes and tools used to track work activity, intake, and follow-ups
- Assist advisors with client-facing administrative and service-related inquiries
- Facilitate non-complex form completion and submit paperwork to clients via tools such as DocuSign
- Apply legislative, product, and administrative process knowledge to non-license-related requests
- Investigate client issues and delays with business partners to reach timely resolutions
- Identify and implement process and workflow improvements
- Stay current on legislation, products, and administrative processes
- Support wealth advisors and mass market sales teams so they can focus on primary sales duties
Requirements
What you’ll need- Minimum 2 years of client facing and/or customer service experience
- Proven ability to multi-task, show initiative and problem solve
- Strong communication, interpersonal, and relationship building skills
- Ability to work in a fast-paced environment and manage multiple priorities simultaneously
- Experience in an advisory administrative role and/or retail product experience and/or retirement operations environment is an asset
- Bilingualism (English and French) is a strong asset; if the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec
- Post-Secondary education in finance, business or related discipline preferred
Benefits
Comp & perks- Flexible work environment supporting well-being and inclusion
- Health insurance
- Dental insurance
- Mental health benefits
- Vision coverage
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance
- Learning and career growth support