Sales Operations Coordinator, Life & Wealth Management

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

Job summary

A leading company in the financial services sector is seeking an Operations Coordinator in Markham. This full-time role involves supporting the Life & Wealth Team through administrative tasks, office management, and sales support. The ideal candidate will excel in communication, organization, and flexibility, contributing to a collaborative team environment. Enjoy a hybrid work setting with comprehensive benefits and an annual bonus plan.

Benefits

Hybrid work environment

Annual bonus plan

Matching RRSP plan (5%)

Referral commissions

Comprehensive benefits

Support for ongoing 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 prepare documents for the team.
• Handle office management and reception duties.
• Assist with maintaining Salesforce CRM and run reports.

Skills

Communication

Organization

Time Management

Flexibility

Education

Post-secondary degree

Tools

Salesforce

Microsoft Office Suite

Concur

ServiceNow

SharePoint

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 support our sales team with administrative tasks and scheduling.

What You’ll Do

Producer Support

• Maintain and oversee schedules, including creating and organizing 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, including routing calls, mail, and supporting visitors
• Handle office supplies, equipment, and errands
• Coordinate guest visits and office food orders/deliveries
• Organize team events and client functions

Sales & Marketing Support

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

What You Bring

• Post-secondary degree preferred; 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 flexibility
• Proficiency in managing large amounts of information
• Strong attention to detail and time management
• Excellent organizational skills and ability to prioritize
• Effective verbal and written communication skills
• Ability to work independently and in a team
• Proficiency in Microsoft Office Suite; quick learner of new software
• Experience with Salesforce, Concur, ServiceNow, SharePoint

Who We Are

NFP, an Aon company, is recognized as a top employer with awards for diversity, equity, and inclusion. We are a team of advisors and problem solvers dedicated to helping clients manage risks, workforce, wealth, and retirement challenges with tailored solutions and a people-first approach.

What’s In It For You

NFP’s PeopleFirst culture offers many benefits:

• Hybrid work environment
• Annual bonus plan
• Matching RRSP plan (5%)
• Referral commissions
• Comprehensive benefits, including Health Care Spending Account from day one
• Support for ongoing education and career growth
• Reimbursement for license fees and professional dues
• Access to industry leaders focused on retention, growth, and innovation

Our employees are the foundation of our success. We foster a diverse, inclusive, and collaborative environment, supporting well-being, community involvement, and professional development. We actively participate in community initiatives like CIBC Run for the Cure, Autism Speaks, and others. We are committed to creating a secure future through meaningful conversations and actions.

Accommodations are available upon request for candidates participating in the selection process.