Operations Coordinator

The Canada Life Assurance Company • London, ON

11d • Hybrid

About The Position

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms, recently acquired by Canada Life in November 2023. Canada Life is a member of the Power Financial Corporation group of companies, serving over 13 million people across Canada, Europe, and the United States. The acquisition has created one of Canada’s leading wealth providers. The Operations Support Coordinator, reporting to the Sales Support Manager, Financial Solutions Centre (FSC), is responsible for ensuring all regular daily administrative functions are completed to maintain a high service level for FSC clients.

Requirements

• Operations or Sales Support related experience within Financial Services or Insurance Industry
• Post-secondary education required
• Understanding the operation of a sales organization
• Critical thinking skills with an aptitude for new ways of working
• Skilled at building strong, collaborative relationships with multiple business partners across the region and country
• 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
• Work with the team to ensure all roles are clear on how to put “the customer at the centre of what we do”
• Ability to succeed and work well under pressure
• Ability to adapt in an ever-changing business environment
• Ability to prioritize activities to drive highest business impact

Nice To Haves

• IFIC Mutual Fund or Canadian Securities Course and/or LLQP Insurance licensing is considered an asset
• Salesforce and OnBase knowledge considered an asset
• Bilingualism (French and English) is considered an asset

Responsibilities

• Key point of contact for business with customers at reception through general email and voicemails
• Provide mail and courier support to Financial Solutions Centre
• Provide general in-office support and business support to the FSC (Multi-Functional Devices, supplies, troubleshooting, forms, inquiries, 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
• Daily compliance support; branch file, support in audits - Internal and external
• 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

Benefits

• Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
• Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
• In addition to regular vacation and personal days, we support community involvement with a volunteer day.
• Company-matching pension plan, share ownership program and additional investment options.
• Employee recognition programs, service milestone celebrations, employee discounts and more!
• We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees