We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are dedicated to upholding our firm's values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let's talk!
Levine Financial Group, a part of Nicola Wealth, has been providing physicians with insurance, tax and estate planning services since 1967. Our team is currently seeking an Administrative Underwriting Assistant who manages the day-to-day operations of the office, manages clients' files, provides support to back office and ensures clients receive exceptional service.
The location for this role will be on-site 5 days/week in our LFG Toronto office.
- Act as the first point of contact for clients by answering phone calls, messages, and emails.
- Receive, sort, distribute, and file incoming mail, fax, memos, and general correspondence.
- Order office supplies and perform inventory control.
- Order medicals and schedule nurses to see clients.
- Prepare premium notices and follow up with clients for premium payments.
- Process cash surrender and adjusted cost base value requests; share with clients or their accountants.
- Prepare insurance status reports and reporting letters for clients.
- Process any inforce change requests such as ownership and beneficiary changes, collateral assignments, address and banking changes, cancellation requests.
- Update and manage the CRM database.
- Handle outbound mail, couriers etc.
- Keep track of and pay office bills and expenses in a timely manner.
- Perform other duties, as assigned.
- Bachlor's degrees from an accredited university.
- Highly organized; proactive thinker, with excellent attention to detail.
- Excellent verbal and written communication skills.
- Strong aptitude for technology with significant experience using Microsoft Office and CRM software.
- Takes initiative to anticipate clients' and brokers' needs to provide outstanding solutions.
- Experience supporting an insurance sales team and providing customer service support is a strong asset.
This position comes with a base salary plus RRSP contribution, participation in our profit-sharing program, extended health and dental care, and the opportunity for long-term career growth and development. Base salary will be commensurate with experience, skills, and qualifications.
At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it's participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.
Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.
It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [email protected] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.
Thank you for your interest in a career with Nicola Wealth!
