Job Description

The Opportunity

Atlantic Wealth Management (AWM) is currently seeking an Administrative Coordinator in Dartmouth, Nova Scotia.

This permanent, full-time position is 100% in-office and will report to the Chief of Staff.

Salary: $45,000.00 - $65,000.00

Hours: Monday to Friday, 8:30 a.m. to 4:30 p.m.

Required Qualifications

This job requires post-secondary education and minimum of three years' industry experience. The candidate must have a solid foundation/knowledge of investment and life insurance processes and procedures. Must be proficient with the Microsoft Office suite of products. Strong communication and organizational skills are a necessity with the ability to adapt quickly to daily changes and distractions. This position requires discretion and a commitment to respecting confidentiality.

Desired Qualifications

An ideal candidate will be highly professional, a self-motivated team player with a strong work ethic and commitment to client service, excited to play a critical role in a fast-paced practice and contribute to the success of AWM. Insurance and mutual fund licensed considered an asset.

Key Responsibilities

Review, process, and follow-up on applications and client service requests. Schedule and prepare material for client meetings. Organize and maintain electronic and hard copy filing systems. Run insurance illustrations. Manage all necessary documentation for client base and keep up to date with compliance regulations.

Core Competencies

Communication Skills: Possesses superior communication skills (oral, written, listening) and delivers information clearly and confidently with advisors, team members, and clients. Execution and Organizational Skills: Prioritizes and effectively copes with change. Ability to organize work and information in a well thought out manner to deliver on specific tasks and reporting deadlines. Possesses the ability to manage multiple tasks. Analytical Thinking: Detail-oriented, using logic and good judgment in decision making for when different situations and skills may call for different approaches. Teamwork Skills: Demonstrates an understanding of how the job contributes to the overall work unit and takes the initiative to help team members. Seeks and is receptive to feedback.

What We Offer

Competitive compensation package Company match RRSP program Full benefits package On-site parking
Interested candidates can apply by emailing their cover letter and resume to Duncan McIntyre, Operations Coordinator, at duncan@atlanticwealth.ca.

Atlantic Wealth Management is an equal opportunity employer. We welcome applications from members of all equity deserving groups.

We would like to thank all candidates for expressing interest. Please note only those selected for interviews will be contacted.

Job Types: Full-time, Permanent

Pay: $45,000.00-$65,000.00 per year

Experience:

Insurance : 3 years (required)
Work Location: In person