Bilingual Data Feeds Administrator (remote Across Canada) | Administrateur Ou Administratrice Bilingue Des Feeds De Donnees (teletravail)

Calgary, AB, Canada

Job Description


*Fran\xc3\xa7ais ci-dessous*

Are you someone that loves working with data? Do you see yourself as an analytical person? Are you someone that appreciates the importance of being detail oriented?

If \'yes\' is the only answer that comes to mind, then you could be the next Bilingual Data Feeds Administrator to join the FH family. Keep reading to see if this position is the one for you!

Note: This role can be supported by a remote work arrangement across Canada, however working hours must maintain an 8:30 AM to 4:30 PM Eastern Time Zone schedule to facilitate business needs. A 30-minute variance in hours can be facilitated.

What will you be doing in this role?

The Investment and Insurance Data Feeds team strives to ensure that the data in our system is complete, accurate, consistent and valuable. This is to ensure that our advisors and staff trust its integrity. To maintain these team objectives, a Data Feeds Administrator will have the following responsibilities:

  • Key technical contact and SME for all investment, risk, and FH white label product feeds specifically but not limited to:
  • Fundserv Investment Feeds
  • CLIEDIS Feeds including but not limited to the CITS Book of Business Feed, CITS Application Notification Feeds, CITS Pending Feeds
  • Supplementary Feeds
  • Proprietary Life Company Compensation Feeds
  • Proprietary Partner White Label Feeds
  • Integrate data feeds from external partners into the back office system (WealthServ) and ensure the information is accurate and complete
  • Remove duplicate information, plans, clients etc. from system
  • Participate in migration and on-boarding projects including reviewing clients, advisors, and plans - validate, update or create new records and provide information as required
  • Perform data reconciliation activities including reviewing and updating beneficiaries, plan types, client names and demographics, address details, etc.
  • Occasional project work
What should your experience and qualifications look like?
  • Proven experience in insurance/financial services industry
  • Understanding of insurance products
  • Familiar with insurance carriers and their websites an asset
  • Proven experience working in project management teams
  • Proven experience with Microsoft programs such as Word, Outlook, with a focus in Excel
  • Experience in WealthServ an asset
  • Proven experience in customer service
  • College diploma, University degree, or equivalent experience
  • Industry courses would be an asset
  • Bilingual - French and English
What competencies are required?
  • Communication skills (verbal and written)
  • Service oriented
  • Self-starter and self-motivated
  • Attention to detail and follow through
  • Pro-active & solution oriented
  • Time management skills
  • Adaptable
  • Organizational skills
  • Analytical Skills
Benefits & Perks

As a member of the FH family you can expect a professional yet engaging, supportive and family like environment - our company started with 4 employees! An organization that lives and breathes its DRIVER Values.

These are some of the benefits we provide:
  • Three weeks of paid vacation
  • Excellent Group Benefits plan
  • Group Retirement Plan with employer matching
  • Flexible and supportive Personal Days for employee or family illness, emergency etc\xe2\x80\xa6
  • Reward and Recognition that celebrates and rewards for impactful performance (peer to peer) and life milestones both personal or professional
  • Wellness Credit program
  • Personal and Professional programs that allow you to grow, learn and develop including on-demand e-learning programs, Tuition reimbursement and Leadership development
Who are we?

Financial Horizons is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada. We are headquartered in Kitchener, Ontario, and have a national presence with offices across the country. There is a lot more to us under the \'Our Story\' section, but we\'re trying to keep it short here. If you\'ve read this far, first of all, thank you for your time, second, if this seems like a great fit for you, then we look forward to your application! :)

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Aimez-vous travailler avec des donn\xc3\xa9es? Vous consid\xc3\xa9rez-vous comme une personne dou\xc3\xa9e pour l\'analyse? Reconnaissez-vous l\'importance d\'avoir le sens du d\xc3\xa9tail?

Si \xc2\xab oui \xc2\xbb est la seule r\xc3\xa9ponse qui vous vient \xc3\xa0 l\'esprit, vous pourriez \xc3\xaatre le prochain administrateur ou la prochaine administratrice des feeds de donn\xc3\xa9es bilingue \xc3\xa0 se joindre \xc3\xa0 la famille FH! Continuez \xc3\xa0 lire pour voir si ce poste est celui qui vous convient!

Remarques: Ce poste peut \xc3\xaatre assum\xc3\xa9 en travail t\xc3\xa9l\xc3\xa9travail partout au Canada. Cependant les heures de travail doivent \xc3\xaatre de 8 h 30 \xc3\xa0 16 h 30, heure de l\'Est, pour r\xc3\xa9pondre aux besoins de la compagnie. Cela dit, un \xc3\xa9cart de 30 minutes dans l\'horaire peut \xc3\xaatre accord\xc3\xa9.

Quelles seraient vos t\xc3\xa2ches principales?

L\'\xc3\xa9quipe des feeds de donn\xc3\xa9es d\'assurance et d\'investissement s\'efforce de faire en sorte que les donn\xc3\xa9es de notre syst\xc3\xa8me soient compl\xc3\xa8tes, pr\xc3\xa9cises, coh\xc3\xa9rentes et utiles. Elle souhaite ainsi s\'assurer que nos conseill\xc3\xa8res et conseillers, et notre personnel ont confiance en l\'int\xc3\xa9grit\xc3\xa9 de ces donn\xc3\xa9es. Pour atteindre ces objectifs d\'\xc3\xa9quipe, la personne au poste d\'administrateur ou d\'administratrice des feeds de donn\xc3\xa9es aura les responsabilit\xc3\xa9s suivantes :
  • \xc3\x8atre la principale personne-ressource technique et l\'experte en la mati\xc3\xa8re pour tous les feeds des placements, des risques et des produits personnalisables de la FH, en particulier, mais sans s\'y limiter, les feeds suivants :
  • Feeds de placements de Fundserv o Feeds de CLIEDIS, notamment les Feeds de portefeuilles de CITS, feeds de notifications des demandes de CITS et feeds en attente de CITS
  • Feeds suppl\xc3\xa9mentaires
  • Feeds sur la r\xc3\xa9mun\xc3\xa9ration des compagnies d\'assurance vie
  • Feeds sur les produits personnalisables des partenaires
  • Int\xc3\xa9grer les feeds de donn\xc3\xa9es provenant de partenaires externes dans le syst\xc3\xa8me administratif (WealthServ) et s\'assurer que les renseignements sont exacts et complets
  • Supprimer du syst\xc3\xa8me les doublons touchant les renseignements, les r\xc3\xa9gimes, les clients et clientes, etc.
  • Participer aux projets de migration et d\'int\xc3\xa9gration, notamment en examinant les clients et clientes, les conseillers et conseill\xc3\xa8res, et les r\xc3\xa9gimes; confirmer, mettre \xc3\xa0 jour ou cr\xc3\xa9er de nouveaux dossiers et fournir les renseignements n\xc3\xa9cessaires
  • Effectuer des activit\xc3\xa9s de rapprochement des donn\xc3\xa9es, y compris l\'examen et la mise \xc3\xa0 jour des b\xc3\xa9n\xc3\xa9ficiaires, des types de r\xc3\xa9gime, des noms des clients et clientes, et des donn\xc3\xa9es d\xc3\xa9mographiques, des adresses, etc.
  • Travailler \xc3\xa0 l\'occasion sur des projets
Quelles doivent \xc3\xaatre votre exp\xc3\xa9rience et vos qualifications ?
  • Exp\xc3\xa9rience av\xc3\xa9r\xc3\xa9e dans le secteur de l\'assurance et des services financiers
  • Compr\xc3\xa9hension des produits d\'assurance
  • Connaissance des compagnies d\'assurance partenaires et de leurs sites Web, un atout
  • Exp\xc3\xa9rience de travail av\xc3\xa9r\xc3\xa9e au sein d\'\xc3\xa9quipes de gestion de projets
  • Connaissance manifeste de la suite Microsoft, notamment Word, Outlook et particuli\xc3\xa8rement Excel
  • Exp\xc3\xa9rience avec WealthServ, un atout
  • Exp\xc3\xa9rience confirm\xc3\xa9e dans le domaine du service \xc3\xa0 la client\xc3\xa8le
  • Dipl\xc3\xb4me d\'\xc3\xa9tudes coll\xc3\xa9giales, dipl\xc3\xb4me universitaire ou exp\xc3\xa9rience \xc3\xa9quivalente
  • Cours li\xc3\xa9s \xc3\xa0 l\'industrie, un atout
  • Bilinguisme - anglais et fran\xc3\xa7ais
Quelles comp\xc3\xa9tences devriez-vous poss\xc3\xa9der pour ce poste?
  • Aptitudes pour la communication orale et \xc3\xa9crite
  • Attitude ax\xc3\xa9e sur le service
  • Autonomie et motivation
  • Souci du d\xc3\xa9tail et du suivi
  • Proactivit\xc3\xa9 et attitude ax\xc3\xa9e sur les solutions
  • Comp\xc3\xa9tences en mati\xc3\xa8re de gestion du temps
  • Capacit\xc3\xa9 d\'adaptation
  • Sens de l\'organisation
  • Comp\xc3\xa9tences analytiques
Avantages sociaux

Un environnement professionnel, stimulant, solidaire et familial - \xc3\xa0 ses d\xc3\xa9buts, la compagnie ne comptait que quatre employ\xc3\xa9s! Une organisation qui incarne ses valeurs-moteurs d\'action!

Quelques-uns des avantages que nous offrons :
  • trois semaines de vacances pay\xc3\xa9es
  • un excellent r\xc3\xa9gime d\'assurance collective
  • un r\xc3\xa9gime collectif de retraite avec contrepartie de l\'employeur
  • des journ\xc3\xa9es de cong\xc3\xa9 personnel flexibles en cas de maladie, d\'urgence, etc. de l\'employ\xc3\xa9(e), ou de sa famille
  • des r\xc3\xa9compenses et des marques de reconnaissance qui soulignent les rendements significatifs (entre coll\xc3\xa8gues) et les \xc3\xa9tapes importantes de la vie, tant personnelle que professionnelle
  • programme de cr\xc3\xa9dit mieux-\xc3\xaatre
  • des programmes personnels et professionnels qui vous permettent d\'\xc3\xa9voluer, d\'apprendre et de vous perfectionner, notamment des programmes d\'apprentissage en ligne \xc3\xa0 la demande, le remboursement des frais de scolarit\xc3\xa9 et le d\xc3\xa9veloppement du leadership
Qui sommes-nous?

La Financi\xc3\xa8re Horizons est une agence de gestion g\xc3\xa9n\xc3\xa9rale (AGG) d\'envergure nationale et de premier ordre, d\xc3\xa9tenue et dirig\xc3\xa9e par des Canadiens, qui offre aux conseill\xc3\xa8res et aux conseillers financiers une gamme compl\xc3\xa8te de produits et de services d\'assurance vie et sant\xc3\xa9, d\'assurance et rentes collectives, de placements, de r\xc3\xa8glement \xc3\xa9chelonn\xc3\xa9 et de gestion des risques, partout au Canada. Notre si\xc3\xa8ge social se trouve \xc3\xa0 Kitchener, en Ontario, et nous avons plusieurs bureaux au Canada. La section Notre histoire nous pr\xc3\xa9sente plus en d\xc3\xa9tail, mais nous souhaitions faire preuve de concision. Si vous avez lu jusqu\'ici, merci de votre attention. Si ce poste semble fait pour vous, alors n\'h\xc3\xa9sitez surtout pas \xc3\xa0 postuler! :)

Financial Horizons

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Job Detail

  • Job Id
    JD2224931
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Calgary, AB, Canada
  • Education
    Not mentioned