Sales Operations Coordinator, Life & Wealth Management

NFP Corp; Markham; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

A leading company in the financial services sector is seeking an Operations Coordinator to support their Life & Wealth Team. The ideal candidate will manage office tasks, assist with sales, and ensure smooth operations in a hybrid work environment. This role demands strong communication and organizational skills, along with a proactive approach to managing multiple priorities. The company offers a supportive culture with numerous benefits, including a hybrid work setting and professional growth opportunities.

Benefits

Annual bonus plan

Matching RRSP plan

Referral commission plan

Comprehensive benefits

Support for continuing education

Reimbursement for license fees

Qualifications

• 1-2 years’ experience as an Administrative Assistant or Office Coordinator.
• Experience in a professional office setting.

Responsibilities

• Manage schedules and organize meetings for the team.
• Handle reception duties and office supplies purchasing.
• Assist with maintaining Salesforce CRM and data entry.

Skills

Communication

Organizational Skills

Time Management

Education

Post-secondary degree

Tools

Salesforce

Microsoft Office Suite

Job description

Business Line: Life & Wealth

Hours Per Week: 35 (Full-Time)

Location: Markham, with occasional days in our Toronto location - Hybrid Setting (https://www.nfp.ca/about-nfp/find-an-office)

Job Duration: Full-Time, Permanent

About the Role

We have an immediate need for an Operations Coordinator to support the Life & Wealth Team. The ideal candidate is flexible, possesses strong communication skills, and is a collaborative team player who builds successful relationships. In this role, you will handle office management, reception duties, and assist our sales team with administrative tasks and scheduling.

What You’ll Do

Producer Support

• Maintain and oversee schedules, including creating and organizing multiple meetings for the team.
• Prepare and revise documents using Word, Excel, PowerPoint, and other tools, including presentations for internal and external clients.
• Liaise with other organizations and associations on behalf of the team.

Office Management

• Manage reception duties, including routing calls, mail, and supporting visitors.
• Handle purchasing of office supplies, equipment, and errands.
• Coordinate guest visits, including food orders and deliveries.
• Organize team functions, staff activities, and client events.

Sales & Marketing Support

• Assist with maintaining Salesforce CRM, including data entry and research.
• Run reports to monitor sales and marketing activities.
• Support communication between sales and operations.
• Manage meeting follow-ups, notes, etc.
• Contribute to event planning.

What You Bring

• Post-secondary degree preferred, with 1-2 years’ experience as an Administrative Assistant or Office Coordinator, preferably in Financial Services or Insurance.
• At least 1 year of experience in a professional office setting.
• Ability to work in a fast-paced environment with flexible duties.
• Proficiency in managing large amounts of information.
• Exceptional attention to detail and time management skills.
• Strong organizational skills and ability to manage shifting priorities.
• Effective verbal and written communication skills.
• Ability to work independently and in a team.
• Proficiency in Microsoft Office Suite and quick learner of new software.
• Experience with Salesforce, Concur, ServiceNow, SharePoint is a plus.

Who We Are

NFP, an Aon company, is recognized as a top employer with awards in Business Insurance, Diversity, Equity and Inclusion, and employer endorsements. We are a team of advisors and problem solvers helping clients manage risks, workforce, wealth, and retirement challenges through customized solutions and a people-first approach.

What’s In It For You

NFP’s PeopleFirst culture offers numerous benefits:

• A hybrid work environment prioritizing staff and client needs.
• Annual bonus plan for all employees.
• Matching RRSP plan of 5% of salary.
• Referral commission plan.
• Comprehensive benefits including Health Care Spending Account from day one.
• Support for continuing education and career growth in insurance.
• Reimbursement for license fees and professional memberships.
• A global team focused on retention, growth, innovation, and collaboration.

Our Commitment

We support diversity, inclusion, and employee well-being through various programs and community involvement, including charity initiatives like CIBC Run for the Cure, Autism Speaks, and others. We foster a culture of personal and professional growth and community service.

Accommodations are available upon request during the recruitment process.