Administrative Support

Conteúdo do emprego

Job Description

Qualified Financial Services is a rapidly growing, full-service Managing General Agency specializing in Life Insurance and Wealth Management products. Our head office is located in Toronto and we have additional offices in Markham, Barrie, Kingston, Ottawa, Montreal, Saint John and Halifax and we continue to grow! We are committed to providing the best support possible to our Advisors and pride ourselves as being innovative, passionate industry leaders in this regard. We offer a flexible, positive and rewarding place to work with considerable opportunity for growth. For more information on our Company please visit www.qfscanada.com.

Position Summary

As the compensation specialist, you will hold a diverse range of responsibilities and no two days will be alike. You have a strong ability to be flexible and adapt to constantly changing day-to-day tasks. You thrive in an environment that provides variety and challenging work, always keeping you engaged.

You’re a collaborative team player who values others’ talents and seeks out their ideas to achieve exponential results. You are adept at working effectively with a wide variety of peers and leaders, providing support across the organization. You have top notch analytical and judgment skills and you’re highly accountable, knowing that great relationships with team members and Senior Management are built on integrity and authenticity.

The ideal individual will have above average time management skills and the ability to prioritize and re-prioritize as new tasks are received and interruptions occur. You’re not afraid to ask for help in prioritizing tasks as needed to ensure you’re focused on the right activities. Talented at working under pressure with multiple tasks on the go, shifting timelines and priorities, the ability to remain calm in stressful situations and to partner effectively with peers is critical. You keep smiling and nothing gets you down!

Responsibilities:

• Oversee debt collection process including regularly monitoring current debts at the carrier partner level and reviewing and investigating each debt to determine the appropriate action
• Accurately add and maintain advisor contracting, licensing and E&O information on company’s internal system.
• Downloading and handling commission statement process
• Promptly respond and provide accurate resolution to daily telephone and email inquiries pertaining to contracting and commission requests
• Work closely with the accounting and contracting/commission team on a number of tasks, projects and requests
• Provide back up to the contracting and commissions team as necessary
• Assists with various assigned projects from time to time.
• Warmly greet and welcome office visitors and assist them appropriately
• Respond to all incoming calls in a timely, friendly, and professional manner and accurately redirect calls and relay messages as necessary
• Promptly open and distribute all incoming mail both internally and externally, and prepare all outgoing mail on a daily basis
• Manage the office meeting rooms including scheduling, maintaining tidiness, and ensuring there are no scheduling conflicts
• Perform other miscellaneous duties such as photocopying, scanning, faxing and ordering of supplies as required
• Special projects requested by the leadership team from time to time

Qualifications:

• Previous experience in a commissions related role is an asset
• Proficiency in the Microsoft suite of products
• Masterful at managing multiple priorities and changing priorities
• Strong communication skills; the ability to think ahead and proact vs only react
• Solid organizational skills with a strong ability to meet deadlines
• Exceptional analytical and judgement skills
• Naturally positive and engaged person.
• Upbeat, solutions-oriented, and love achieving results and contributing to the team
• Polished and professional with a strong work ethic
• Pays close attention to detail, ensuring all documentation, spelling, grammar and other information is accurate
• Excellent follow-up skills

Job Types: Full-time, Permanent

Salary: From $40,000.00 per year

Benefits:

• Dental care
• Extended health care
• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

COVID-19 considerations:
All staff are required to wear a mask in common areas, sanitize common surfaces regularly and vaccination requirements.

Education:

• Secondary School (preferred)

Experience:

• administrative assistant: 5 years (preferred)

Language:

• French (preferred)