GWL/LL

  • Operations Coordinator

    Job Location CA-BC-Burnaby
    Posted Date 3 weeks ago(9/27/2018 1:45 PM)
    Job ID
    2018-15546
    Company
    Great West Life
    Job Category
    Administrative
    Job Type
    Full Time
    Job Industry
    Financial Services and Banking, Insurance
    Career Level
    Experienced
    Posted End Date
    10/18/2018
  • Job Description

    This administrative role ensures all regular daily office functions are accomplished. This role will be accountable for the compliance support functions (ie Securities/Quadrus branch file). They will work in close partnership with the regional support coordinator, as well as the Sales Support Manager / Regional Sales Support Manager.

     

    Accountabilities:

    • Key point of contact for business with customers at reception, on the phone and through general email
    • Provides mail, fax & courier support to office, along with general office oversight (MFD, supplies, troubleshooting, etc.)
    • Support the on-boarding & termination process for staff and advisors (keys, badges, SARs, setup, troubleshooting, desks)
    • General business support (forms, inquiries, find an advisor)
    • Performs CE credit processing (number, send out, file, etc)
    • Performs basic reporting for management and team as required
    • Manages day-to-day office expenses
    • Provides general event support within office
    • Business processing and movement of money
    • Daily compliance support; branch file
    • Contracting, maintenance & AORs
    • Alignment to securities ie. create client file, scan/fax, follow-up, dataphile support

    Qualifications and Competencies:

    • Operations or Sales Support related experience within Financial Services
    • Post secondary education required
    • Strong communication skills in both written and verbal (English and Mandarin are must, Cantonese is an asset)
    • Effective telephone techniques
    • Detail oriented, courtesy and patience
    • Client service experience and financial industry experience are assets. 
    • Strong business acumen and understanding of the sales process
    • Ability to adapt to multiple types of personalities and social styles
    • Experience working in a highly collaborative environment
    • Self-starter who has the ability to be nimble and change direction when needed
    • Strong organizational skills, with the ability to juggle multiple priorities and meet deadlines

    Discover your opportunity….Apply today!

     

    Great-West Life offers competitive compensation, great benefits such as medical, dental, life insurance, wellness account and personal days not to mention onsite cafeteria and fitness facilities.  If you’d like to join our team submit your information online and introduce yourself.

     

    Together Great-West Life, London Life and Canada Life serve the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.

     

    We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

     

     

    Great-West Lifeco would like to thank all applicants, however only those who qualify for an interview will be contacted.

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed