Operations Coordinator

Canada Life; London; On-site; CAD 37,000 - 50,000; Full time

Benefits offered by this job

Career development opportunities

Health & wellness benefits

Volunteer day

Pension plan

Employee discounts

Job summary

Canada Life in London, Ontario is seeking an Operations Coordinator to manage daily administrative functions for the Financial Solutions Centre, ensuring high service levels for FSC clients. Reporting to the Sales Support Manager, you will handle front-desk inquiries, mail, courier, and office operations.

The role requires post-secondary education, experience in operations or sales support in financial services, and familiarity with CRM tools.

Qualifications

• Post-secondary education required.
• Operations or Sales Support experience in Financial Services or Insurance.
• IFIC Mutual Fund or Canadian Securities Course and/or LLQP licensing is an asset.
• Familiarity with Salesforce and OnBase a plus.
• Ability to work in a high-performance, collaborative team.

Responsibilities

• Serve as first point of contact at reception and triage requests.
• Provide mail, courier and in-office support for the FSC.
• Schedule client meetings with FSC Financial Service Representatives.
• Support sales campaigns and general office duties.
• Assist with report generation and administrative tasks for the team.

Skills

Bilingualism (asset)

Operations experience

Sales support experience

Critical thinking

Relationship building

Strong organizational skills

Written and verbal communication

Education

Post-secondary education

Tools

Salesforce

OnBase

Job description

Permanent Full Time

We are hiring an Operations Coordinator in London, Ontario.

Reporting to the Sales Support Manager, Financial Solutions Centre (FSC), the Operations Coordinator role ensures all regular daily administrative functions are accomplished to meet a high service level for FSC clients.

What you will do:

• First point of contact for business with customers at reception through general email, Canada Post mail and courier; triage incoming requests
• Provide outgoing mail & courier support to the FSC
• Provide general in-office support and business support to the FSC (Multi-Functional Devices, supplies, troubleshooting, forms, inquiries, etc.)
• Schedule client meetings with FSC Financial Service Representatives (FSR’s)
• Welcome calls to new mutual fund clients
• Perform periodic mail merges and file transfers to support new clients to the FSC
• Support FSC sales campaigns
• Provides administrative support duties to local team, including general office and premise responsibilities
• Perform basic reporting for management and team as required
• Share ideas in the spirit of continuous improvement and input into initiatives
• Provide support of servicing activities for client accounts, including updating account information, assigning financial and non-financial requests, quality control, responding to service requests, follow up and adjustments.
• Support office compliance measures as required
• Proactively support sales with activity management and supporting key sales functions within the sales roles
• Support the execution of business plans

What you will bring:

• Bilingualism (French and English) is considered an asset
• Operations or Sales Support related experience within Financial Services or Insurance Industry
• Post-secondary education required
• IFIC Mutual Fund or Canadian Securities Course and/or LLQP Insurance licensing is considered an asset
• Salesforce and OnBase knowledge considered an asset
• Understanding the operation of a sales organization
• Critical thinking skills with an aptitude for new ways of working
• Skilled at building strong, collaborative relationships with multiple business partners across the region and country
• Strong passion for working in a high performance, fast-paced sales environment
• Ability to work well within a diverse team environment as well as a strong ability to work well independently
• Self-starter who has the ability to be nimble and change direction when needed
• Strong organizational skills, with the ability to juggle multiple priorities and meet deadlines
• Strong written, verbal and virtual communication skills
• Work with the team to ensure all roles are clear on how to put “the customer at the centre of what we do”
• Ability to succeed and work well under pressure
• Ability to adapt in an ever-changing business environment
• Ability to prioritize activities to drive highest business impact

The base salary for this position is between $36,900 - $49,800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annually towards education reimbursement.
• Health & Wellness:Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• Time Off:In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Financial Security:Company-matching pension plan,share ownership program and additionalinvestment options.
• Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

Learn more about Canada Life.

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.