For 100 years Western Financial Group, a Canadian insurance brokerage has listened to and cared for over 1 million customers. A career at Western will challenge you while offering opportunities for continuous development.
Provide our internal customers full cycle support through our brokerage service operations.
Reporting to the Manager, Operational & Financial Services you will be responsible for providing administrative support to our internal and external clients.
Provide administrative support for new contracts and Life applications
Train Financial Services representatives on the MGA administrative procedures
Process client applications and complete data entry tasks
Schedule medical exams for financial services clients
Process investment transactions and transfers
Our Team Environment
We work together every day to build authentic relationships, with our customers and with each other. We enjoy a fast-paced, multi-faceted environment, and make an effort to celebrate everyone’s successes on the team. We value hard work, strong attention to detail, professional communication, and providing our clients amazing administrative support.
Solid computer skills – MS Word, Excel and PowerPoint
Strong administrative skills and ability to process paperwork
Previous financial services experience is an asset but not required
Hours: Full-Time - 37.5 hours / week
Location: High River, AB
Requisition #: 57257
Western provides our employees with a competitive compensation package. Full time: 3 weeks’ vacation plus paid personal days, Company Matched investment and saving programs, extended health and dental benefits, including a Health Care Spending Account, 50% premium paid.
Western Financial Group has its own charitable foundation, check it out here, Western Communities Foundation .