Operations Coordinator
The Great-West Life
CA-NS-Halifax
3d ago

Role Description

This one year contract, 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 :

  • Support greater team / office with day to day sales support and operations functions
  • Provides administrative support duties to local team, including general office and premise responsibilities
  • Support office compliance measures as required
  • Key point of contact for business with customers at reception, on the phone and through general email
  • Support the on-boarding & termination process for staff and advisors (keys, badges, SARs, setup, troubleshooting, desks)
  • Performs basic reporting for management and team as required
  • Manages day-to-day office expenses (ie. Bell, Shred It)
  • Business processing and movement of money (F55)
  • Daily compliance support; branch file (F55)
  • Alignment to securities ie. create client file, scan / fax, follow-up, dataphile support (WS)
  • Qualifications and Competencies :

  • Post secondary education required
  • Operations or Sales Support related experience within Financial Services
  • Strong business acumen and understanding of the sales process
  • Knowledge of accounting practices (ie. Expenses and budgeting)
  • Experience working with diverse team at various levels
  • Ability to adapt to multiple types of personalities and social styles
  • Experience working in a highly collaborative environment
  • 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.

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