Timmins On Investment advisor Jobs – 7 Openings This Week

Client Care Specialist - Insurance & Investments
Eclipse Financial —Timmins, ON
- $18–$25 an hour
- Full-time
- Bilingual
- Microsoft Excel
- Databases
- Disability insurance
- Dental care
Quick apply
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- Employee assistance program
Financial Planning Specialist
Royal Bank of Canada —Timmins, ON
- Full-time
- Microsoft Office
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Client Care Specialist - Insurance & Investments

Eclipse Financial
Timmins, ON

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Job details

Full-time
$18–$25 an hour
6 days ago

Qualifications

Bilingual
Microsoft Excel
Databases
Administrative experience
Database management
Computer skills
Office experience

Full job description

Eclipse Financial, the leading firm in Group Benefits, Pensions, and Financial Planning in the region.

Our greatest asset is our people. Our success is shaped by the unique strengths each team member brings to the table every day. This has allowed us to excel as an organization and provide outstanding client service for over 30 years. Our people-first philosophy prioritizes the well-being of both our team and our valued clients, which in turn has cultivated continuous growth and success.

As our physical office space expands, we are welcoming a growing team. We are looking for individuals who share our values, build strong relationships, and celebrate the rewards while working for an organization fueled to provide personal and professional development.

Your Role At A Glance:

As a Client Care Specialist within the Insurance and Investments area, your primary duties will be administering insurance applications, policy changes, as well as following up on pending business. Tasks include data input, researching and compiling information and file maintenance. As a typical office role, you would be responsible for processing mail, preparing client correspondence, and managing our database. Even if you lack experience, we will provide comprehensive training to facilitate the transition into your new role and ensure you understand our industry regulations and procedures correctly. We support your development through mentoring and educating you on our industry regulations and procedures so you can thrive in your new role.

Why Choose Us?:

Our ultimate value comes from our people. We empower our team with resources and training to perform their best in a modern, supportive, inclusive office setting.

What we are offering:

Attractive salary
Group Life, Critical Illness, Income replacement, Health & Dental benefits
Employee & Family Assistance Plan
Virtual physician care for you and your dependents
Matching RRSP contribution plan
Monthly complimentary “me” day on top of your standard vacation time (22 days/year)
Additional paid day off on your birthday
Office closure between Christmas and New Year
Ultramodern computers and work environment
Free healthy snacks, purified water & coffee
On-site parking
Various staff-focused events
Paid professional upskilling

Do You See Yourself In Our World?:

We believe the right candidate must balance their schedules and tasks, often working under tight deadlines. Additionally, our ever-changing industry requires adaptability. You will be liaising with advisors, clients and insurance representatives, so using clear, concise language is necessary. You may be privy to sensitive information, so maintaining confidentiality is paramount. Possessing solid attention to detail and taking meticulous notes is a prerequisite in our fast-paced and ever-evolving industry. As you will be using these tools daily, we require you to have a working knowledge of computers and software in this role (including Word, Excel, and Client Management Databases). This position relies on your willingness to acquire the appropriate licensing within an agreed-upon timeline with the expectation that training will be provided to develop your skills within this heavily regulated industry. Bilingualism would be considered an asset but is not required. Proven work experience in an office setting as an Administrative Assistant or in a similar role would be beneficial.

We Want To Hear From You:

Please submit both a cover letter describing why you would be a great addition to our team, along with your resume detailing your work and educational history.

Email: Vicky Comisso,
Client Care Specialist
[email protected]

Eclipse Financial

876 Riverside Dr. Timmins, ON P4N 3W2
Visit us at ef.ca

We will be treating all resumes with the strictest confidentiality.
Thank you for your interest in opportunities at Eclipse Financial. Please note that only candidates selected for an interview will be contacted.

Job Type: Full-time

Pay: $18.00-$25.00 per hour

Benefits:

Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match
Vision care

Work Location: In person

Quick apply

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