Sales Operations Coordinator, Life & Wealth Management

NFP Corp; Toronto; Hybrid; CAD 45,000 - 65,000; Full time

Job summary

A leading company in financial services is seeking an Operations Coordinator for their Life & Wealth Team. This full-time, hybrid role involves office management tasks and supporting sales with scheduling and administrative duties. Ideal candidates possess strong communication and organizational skills, with a preference for those with relevant experience in a corporate environment.

Benefits

Hybrid work environment

Matching RRSP plan (5%)

Referral commissions

Comprehensive benefits from day one

Support for ongoing education and career growth

Qualifications

• 1-2 years of experience as an Administrative Assistant or Office Coordinator, preferably in Financial Services or Insurance.
• Experience in a professional office setting.
• Proficient in managing large amounts of information.

Responsibilities

• Support sales team with administrative tasks and scheduling.
• Oversee schedules and organize meetings for the team.
• Manage reception duties and office supplies.

Skills

Communication

Organizational skills

Attention to detail

Time management

Flexibility

Education

Post-secondary degree

Tools

Salesforce

Microsoft Office Suite

Job description

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
• 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
• 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.