Administrative Coordinator (4814)

Job Posting

Administrative Coordinator
Organization:  Belmont Health and Wealth
Province:  Nova Scotia
Location:  Dartmouth
 
 
Description:

Belmont Health and Wealth is one of Atlantic Canada’s leading providers of health insurance, pension plans, financial planning and related retirement products and services. Belmont currently serves a wide cross section of union and corporate customers and their members and employees throughout Atlantic Canada. With a keen focus on technological advancement, Belmont has charted an exciting growth path and as a result is seeking to fill the position of Administrative Coordinator, in our Dartmouth office.

                     

This exciting role will play a fundamental part of the Company’s customer service strategy. The role will be both challenging and interesting, with the opportunity of performing within a high growth environment, one where customer service and technology implementation will be key drivers.

The Position

You will be responsible for working within our Group Retirement and Individual Wealth Departments.  Here, you would work closely with our team of professionals who sell to and service our many individual and group savings clients across the Maritimes.  You would be providing clients a high-quality customer service experience.  This role is a key part of the team and requires a very organized individual with attention to detail.  Someone with knowledge of pensions and group savings plans is preferred but not necessarily required.  Having worked in the Life Insurance and/or investment fields will be an asset.

The To-Do list

You would be responsible for:

  • Administration of Group Savings Plans.
  • Receiving incoming calls from clients and members of group plans and determine their needs and help answer their questions.
  • Be responsible for answering basic questions about the pensions for Members
  • Prepare communications (letters, booklets, etc)
  • Helping account reps and group client contacts with preparation of legislated documents such as; Annual information returns, Form 3’s, CRA documents, and other governance documents.
  • Act as a back-up for the individual department administrative coordinator.
    • Processing transactions for investments
    • Handling life insurance policies both new and servicing of existing policies
    • Dealing with providers
  • Working with our CRM to keep good notes and records up to date.
Requirements:

The Requirements

  • University or Community College Education
  • At least two years of related experience
  • Has an outgoing and friendly disposition
  • Exhibits professionalism
  • High energy with a customer service orientation
  • Extremely comfortable with technology
  • Great organizational skills and strong attention to details
  • Works well within a team environment
  • Strong knowledge of Microsoft Office Suite,  PowerPoint, Excel, & Word
  • Strong typing skills
  • Willingness to enhance education in CEBS program

The Great Candidate

  • Previous experience with group savings plans administration
  • Positive attitude with the willingness to deliver results and take ownership of tasks
  • Willingness to deal with a wide range of plan member and client issues
  • Exceptional communication skills

The Offer

  • Competitive Salary
  • Strong support from management
  • Participation in Company Benefits and Pension Plan
  • Opportunities for ongoing education and increased responsibilities
  • Great opportunity to be part of a results driven company, focused on our clients
  • Environment that supports work/life balance, with many employee friendly policies

If this sounds “like you” and it is “for you”, then please reply in confidence by February 1st with a cover letter and resume to Mike Moores, VP,   mmoores@GoBelmont.ca

 

We thank all applicants in advance for their interest in this position, however, only those selected for an interview will be contacted.  Interviews will be completed as qualified resumes are received.