Office Administrator

Permanent Full Time 

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As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success. Financial Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them.  

Canada Life acquired Financial Horizons in 2017. Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.     

Financial Horizons continues to operate independently in the marketplace.  

Role description 

The Office Administrator supports the mailroom function for our Kitchener National Office. This role is responsible for a variety of tasks that could include office reception for guests, general mailroom duties, and scanning, digitizing, uploading, and proper organizing of various documentation at high volumes. The Office Administrator is required to be onsite full-time.

What you will do 

Reception

• Office reception for guests, carrier representatives and advisors
• Provide customer service to both clients and advisors via telephone, email, or in person
• Manage centralized email communication and distribution
• Maintain the cleanliness of common areas, such as reception and mailroom

Mailroom

• Assist and back up to mailroom duties to include preparing incoming and outgoing mail for distribution in a corporate centralized environment
• Organize and file advisor information including policies, mail and transaction confirmations at high volumes
• Order and maintain sufficient office supplies

Scanning and Digitizing

• Scanning, digitizing, and emailing of various documentation at high volumes
• Uploading and saving scanned documents to shared folders
• Organize and file documents separated by urgent and non-urgent items
• Filing documents into the appropriate branch folders for processing
• Review back office system as required to confirm advisors information and ensure delivery to proper branch
• Sending advisor notices through the advisor portal (BSA)
• Performing periodic quality checks

What you will bring 

• Completion of Secondary School, or equivalent
• Experience in the insurance/financial services industry is an asset
• Excellent customer service skills
• Strong time management skills and ability to multi-task and prioritize work in a fast paced environment
• Excellent organizational skills
• High degree of accuracy and attention to detail

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The base salary for this position is between  $31,400 - $42,500 annually.  This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).  If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. 

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

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