Job Description

Reporting to the Sales Support Manager, Financial Solutions Centre (FSC), the Operations Support Coordinator role ensures all regular daily administrative functions are accomplished to meet a high service level for FSC clients.

What you will do:

• Key point of contact for business with customers at reception through general email and voicemails
• Provide mail, fax & courier support to Financial Solutions Centre
• Provide general in-office support and business support to the FSC (Multi-Functional Devices, supplies, troubleshooting, forms, inquiries, find an advisor, etc.)
• Support FSC with day-to-day sales support and operations functions
• Provides administrative support duties to local team, including general office and premise responsibilities
• Perform basic reporting for management and team as required
• Business processing and movement of money
• Daily compliance support; branch file, support in audits - Internal and external
• Contracting, maintenance & AOR\xe2\x80\x99s
• Share ideas in the spirit of continuous improvement and input into initiatives
• Provide support of servicing activities for client accounts, including updating account information, assigning financial and non-financial requests, quality control, responding to service requests, follow up and adjustments.
• Support office compliance measures as required
• Proactively support sales with activity management and supporting key sales functions within the sales roles
• Support the execution of business plans

What you will bring:

• Operations or Sales Support related experience within Financial Services, Mortgage and/or Insurance Industry
• Post-secondary education required
• IFIC Mutual Fund or Canadian Securities Course and/or LLQP Insurance licensing is an asset
• Bilingualism (French and English) is considered an asset
• Salesforce and OnBase knowledge considered an asset
• Business Acumen: Understanding of the operations of a sales organizations
• Drive Innovation: Critical thinking skills with an aptitude for new ways of working
• Build Collaborative Partnerships: Skilled at building strong, collaborative relationships with multiple business partners across the region and country
• Execute for Results: Strong passion for working in a high performance, fast-paced sales environment

• Ability to work well within a diverse team environment as well as a strong ability to work well independently
• 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
• Strong written, verbal and virtual communication skills
• Customer Orientation: Work with the team to ensure all roles are clear on how to put \xe2\x80\x9cthe customer at the centre of what we do\xe2\x80\x9d
• Functional/Technical: Ability to succeed and work well under pressure

• Ability to work well with different personality styles
• Strong negotiation and influencing skills (ie. Prioritizing tasks with different team members)
• Ability to adapt in an ever-changing business environment
• Ability to prioritize activities to drive highest business impact

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You\xe2\x80\x99re part of a diverse and inclusive workplace where your career and well-being are championed. You\xe2\x80\x99ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you\xe2\x80\x99ll deliver on our shared purpose to improve the well-being of Canadians. It\xe2\x80\x99s our driving force. Become part of a strong and successful company that\xe2\x80\x99s trusted by millions of Canadians to do the right thing.

Canada Life serves 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\xe2\x80\x99re one of Canada\xe2\x80\x99s 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.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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Canada Life