Operations Coordinator

Canada Life; Newmarket; On-site; CAD 39,000 - 52,000; Full time

Benefits offered by this job

Career development

Education reimbursement

Health and dental benefits

Mental health benefit

Volunteer day

Pension plan

Employee discounts

Job summary

Canada Life is seeking an Operations Coordinator to support day-to-day office operations in Newmarket, ON. This role requires in-office work five days a week and serves as the primary liaison for clients and on-site staff.

You will handle appointments, documentation workflows, and basic reporting while supporting advisors and collaboration across teams. The ideal candidate will have a post-secondary degree or relevant experience, strong MS Office skills, and a proactive, organized approach.

Qualifications

• Post-secondary degree or relevant work experience.
• Understanding of the operations of a sales organization.
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Ability to learn new technologies.
• Aptitude for building strong collaborative relationships at all levels.
• Excellent verbal and written communication skills.
• Respond quickly to customer and partner requests with tact and patience.
• Proactive approach toward process improvement and development.
• Strong organizational skills and ability to manage multiple priorities and deadlines.
• Ability to work well in a diverse team and independently.
• Ability to establish positive working relationships internally and externally.

Responsibilities

• Act as primary front desk contact for clients via in-person, phone, and email.
• Provide office support for appointments, mailings, scanning, and general oversight.
• Generate summaries, prep forms, handle inquiries, filing, and transcriptions.
• Assist with onboarding and offboarding as required.
• Manage continuing education processes (certificates, mailing, filing).
• Produce basic management and team reports as needed.
• Support office activities and operations.

Skills

Customer service

Communication skills

Multitasking

Team collaboration

Problem solving

Education

Post-secondary degree

Tools

Microsoft Office Suite

Job description

Permanent Full Time

We are looking for an Operations Coordinator. This position requires being in the office 5 days a week.

Reporting to the Manager, Operations the Operations Coordinator (OC) plays an important role in the day-to-day operations of the office. They are the point of contact and handle a wide variety of client support tasks. The OC is responsible for handling requests and follow-ups, scheduling, courier, mail and scanning of documents, producing basic reports. They support the advisor and team and also act as the primary liaison for on-site support and with technology support.

What you will do:

• Act as the primary point of contact for dealing with clients at the front desk, on the phone and through email
• Provide support in the office for appointments, processing, mailings, faxes, scanning and emails, as well as general oversight (multi-function devices, supplies, troubleshooting, fire safety plan, compliance, communications with the building manager, etc.)
• Provide general business support (generating summaries, prepping forms, inquiries, filing, transcribing, ordering supplies)
• Provide support with onboarding and offboarding as required
• Manage the continuing education process (certificates, mailing, file, etc.)
• Produce basic reports for management and the team as required
• Provide general support for activities taking place in the office

What you will bring:

• Post-secondary degree or relevant work experience
• Understand the operations of a sales organization
• Proficiency in the use of Microsoft Office (Outlook, Word, Excel and PowerPoint)
• Ability to learn new technologies
• Demonstrate an aptitude for establishing strong collaborative relationships with multiple business partners at all levels
• Possess excellent verbal and written communication skills
• Respond quickly to customer and business partner requests with tact, courtesy and patience
• Demonstrate a proactive approach, showing initiative towards process improvement and individual development
• Possess a strong sense of organization as well as the ability to manage multiple priorities and meet deadlines
• Can work well within a diverse team and a strong aptitude for independent work
• Establish and maintain positive working relationships with others, both internally and externally the external

This position is located in Newmarket, ON

The base salary for this position is between $38,700 - $52,400 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 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.