Assistant de service / Assistante de service

Selectpath Benefits & Financial Inc.; Middlesex Centre; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading company in benefits and financial services is seeking a Financial Services Assistant to provide administrative support. The role involves handling client inquiries, updating accounts, and supporting the insurance underwriting process. Ideal candidates will have strong customer service skills and relevant experience.

Qualifications

• Minimum of 3 years of customer service experience.
• Working knowledge of investments.

Responsibilities

• Handle client and Advisor inquiries related to Financial Services.
• Update client accounts and communicate account status.

Skills

Customer Service

Communication

Education

College Diploma in Business Administration

Tools

MS Office

CRM Systems

Job description

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:

1. Handling client and Advisor inquiries and requests related to Financial Services.
2. Answering phones and emails, prioritizing client requests (address changes, PAC changes, etc.).
3. Investigating and resolving administrative issues efficiently, accurately, and completely.
4. Updating client accounts, including address, name, and bank account information.
5. Meeting with the Advisor to review client accounts and prepare for meetings.
6. Supporting the insurance underwriting process by liaising with underwriters, paramedical, and medical organizations.
7. Communicating with clients to ensure they are informed of their account status.

Qualifications include:

• A college diploma with a concentration in business administration (asset).
• Minimum of 3 years of customer service experience.
• Working knowledge of investments (asset).
• Advanced knowledge of MS Office suite (Outlook, Word, Excel, PowerPoint) and CRM systems like Goldmine (asset).
• Customer service-oriented with a professional, approachable demeanor and the ability to handle conflicting priorities.

Navacord and our Broker Partners are actively committed to supporting diversity, equity, and inclusion. We value the diversity of people and encourage women, Indigenous peoples, members of visible minorities, people with disabilities, and LGBTQ2+ persons to apply. We are committed to providing accommodations upon request for applicants and employees with disabilities.