Job Description

Description

This role is responsible for the creation and maintenance of all external (Advisor facing) and internal (Operational) administrative procedures. In addition to this, you will be responsible for the creation and maintenance of 100 plus forms working with the IA Marketing team and coordination with our Business Technology team for coding into our administrative system, Univeris. Working closely with all departments and staff across the organization, the key candidate will have an extensive background in operations processing in the financial services industry and possess superior communication skills, both written and verbal. The right candidate will have a good relationship, a curious and analytical nature and will have a broad understanding of how departments interact and what systems and tools are utilized to complete daily tasks. Understanding of Lean principles is an asset and bilingual in English and French is essential.

Responsibilities:

• Creation and maintenance of 60 plus Advisor Facing Administrative Procedures (French and English), including coordination of the publication and communication of those procedures.
• Collaboration with all departments to ensure all aspects of a process are captured, obtaining appropriate approvals is required.
• Creation and maintenance of 100 plus internal procedures for Operational teams (French and English), ensuring all procedures are kept in a central location.
• Clear and concise documentation, easy to understand and follow, to be used in advisor and employee training is key,
• Ensuring our procedures are compliant with our policies, industry regulation and government regulation are a must, supporting both internal and external audit reviews.
• In line with our administrative procedures, forms creation and maintenance for approximately 100 forms is required.
• Providing the form content coordinating with our IA Marketing department for forms layout, obtaining final approval from appropriate parties and working with the Imaging and Business Technology team to ensure forms are coded into our administrative systems, Synergize & Univeris.
• Participation in projects to ensure any new or changes to processes and forms are captured and updated.
• Collaboration with the Practice Management team to assist in developing training materials.
• Collaboration with the Communications team to launch and communicate new and updated procedure changes.
• Maintenance of a central repository for all procedures and forms

Academic/Professional Requirements:

• Bachelor\xe2\x80\x99s degree in finance or relevant field.

Required Skills/Experience:

• Minimum 5-7 years of experience in a related profession in the financial services industry.
• Excellent French and English language skills, both oral and written, due to frequent interaction with English and French-speaking colleagues and internal partners across Canada.
• A good sense of task organization in order to prioritize deliverables.
• Superior oral and written communication skills and must possess the ability to effectively communicate across all levels of management within the Company as well as outside the organization.
• Excellent MS Office skills and working knowledge of Adobe Editor
• Knowledge of financial services industries systems an asset

#li-hybrid #li-remote #li-onsite #LI-JR1

Industrial Alliance Insurance