Operations Support Officer

Wintrust Financial Corporation; Toronto; On-site; CAD 30,000 - 39,000; Full time

Benefits offered by this job

Health benefits

RRSP with company match

Education reimbursement

Job summary

FIRST Insurance Funding of Canada (FIRST Canada) is seeking an Operations Support Officer to manage premium funding contracts and support internal and external customers. The role emphasizes accuracy, multi-tasking, and collaborative teamwork in a fast-paced environment.

Ideal candidates have a college diploma or university degree with 1–3 years in financial services, plus strong Excel, Outlook, and Word skills. Hybrid work and career growth opportunities are offered.

Qualifications

• College diploma or university degree; 1-3 years of customer service experience ideally within Insurance/Financial Services.

Responsibilities

• Administer changes to premium funding contracts as requested by clients (e.g., updating bank accounts and policy details).
• Manage the credit refund process accurately and efficiently.
• Prepare and issue manual invoices when required.
• Manage the shared mailbox with timely labeling for team members.
• Verify payments for posting to appropriate accounts.
• Prepare statements of account and amortization schedules.
• Respond to queries, issues, and concerns in a timely, professional manner.
• Escalate serious complaints or issues as needed.
• Assist in system testing and audit functions.
• Process accounting and adjustment entries.
• Meet service level objectives.

Skills

Communication skills

Excel proficiency

Outlook & MS Word

Financial processing experience

Organizational skills

Attention to detail

Education

College diploma or university degree

Tools

Excel

Outlook

MS Word

Job description

At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $66 billion in assets. Join the FIRST Insurance Funding of Canada (FIRST Canada) team. We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture.

We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally. We have a comprehensive benefit package including:

• Health Benefits: including medical, dental, vision, life, and health spending account
• Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses
• Education Benefits: education reimbursement and on-demand learning courses

We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. We support work / life balance and promote growth-from-within opportunities. Why join this team? We have a culture that encourages an entrepreneurial spirit. We offer multiple opportunities for development and upward mobility.

Position Summary:

The Operations Support Officer is accountable for effectively managing a large volume of transactions particularly in updating and executing changes to the premium funding contracts. The role requires effective administrative skills and client service orientation to better assist our internal and external customers. This role is ideally suited for a strong team player with a high level of detail orientation and the ability to effectively manage multiple priorities while maintaining a high level of productivity. In this role you will build a strong knowledge of premium funding policies and procedures.

Essential Duties and Responsibilities:

• Administer the changes to premium funding contracts as requested by clients (i.e. updating of bank account and policy details, negative endorsements and other changes to policies and renewals)
• Manage the credit refund process accurately and efficiently
• Prepare and issue manual invoices when required
• Manage the shared mailbox through timely labeling of requests to the team members
• Verify payments for posting to appropriate accounts
• Prepare statement of account and amortization schedules
• Answer queries, issues and concerns in a timely and professional manner
• Escalate serious complaints or issues that you are not equipped to deal with
• Assist in system testing and audit functions
• Process accounting and adjustment entries
• Manage special accounts to meet specific needs
• Meet service level objectives
• Adhere to approved processes and audit requirements
• Maintain up to date knowledge of company policies and products

Knowledge / Skills / Abilities Required:

• Excellent written and verbal communication skills
• Advanced/Excellent skills in Excel
• Knowledge of Outlook and MS Word
• Previous financial processing and/or administration experience
• Strong organizational, prioritization and abstract reasoning skills
• A proactive, energetic and enthusiastic approach to your work, and a desire to go the extra mile in customer service
• Self-motivation and strong attention to detail
• The ability to build strong relationships with team members and internal and external customers
• Strong organizational, and abstract reasoning skills
• Ability to multitask in a high-volume environment
• A flexible attitude towards changes and the ability to adapt to new situations
• Bilingual French/English would be a strong asset

Qualifications:

A college diploma or university degree 1-3 years of customer service experience ideally within the Insurance/Financial Services industry.

Compensation:

The estimated hourly rate for this role is $21.54-$28.21, along with eligibility to earn an annual bonus. Actual pay rate may vary based on several factors, such as a candidate’s qualifications, skills and experience.

AI Disclosure:

No AI technology is used in the recruitment process.

Vacancy Status:

This position is an existing vacancy that is actively being filled.

At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization.