National Field Assistant

Company: CUMIS Union
Department: Cred Ins/CU Distrib
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: Bilingualism in English and French is an asset.

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.  That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose.  The best part is that you will work with people that care passionately about you, our clients and our communities.

Our national Creditor team aspires to develop and deliver market leading products and solutions to exceed client expectations. We think strategically and collaboratively to create mutually beneficial results and achieve business objectives. We operate with high-integrity, motivated by our desire to do the right thing for our clients and their members.

The National Field Assistant provides administrative support to the Sales Enablement & Operations and Distribution Sales Team in obtaining business and servicing clients. This role gathers and summarizes data for reports, prepares client presentations, maintains databases and various reports, and liaises with clients.

How you will create impact: 

• Lead the maintenance and support process oversight and reporting of client data within CRM and sales monitoring tools including creating new contacts to support sales and learning processes and ensuring accuracy in internal account assignments


• Support learning management system administration and manage learning offering set up and client facing learning calendar. 


• Collaborate with distribution and mark conduct ensuring adherence of mandatory learning requirement in the LMS. 


• Monitor and respond to department and client facing email box meeting defined service standards (ex. inquiries related to locating internal communications). 


• Leads the quality assurance process for all learning offerings within design & development processes. 


• Support the administration of department led initiatives and programs supporting adherence to organizational best practices and regulatory requirements (ie: Creditor monitoring program , activity tracker etc)


• Support and participate in various special projects including gathering, data and providing reporting to support decision making. 


• Prepare and track vendor payments, cheque requisitions, and expense report. 

To join our team:  

• You have a post-secondary education. 


• You have a minimum of 1 year of administrative experience in a sales environment. 


• You are proficient with Microsoft Office tools. 


• You have a professional knowledge in insurance or financial products. 

How you will succeed:

• You influence change and are committed to continuous improvement, in order to exceed client expectations.


• You leverage critical thinking skills to identify problems and proactively propose solutions.


• Your strong communication skills allow you to clearly convey messages.


• You’re an effective team player who shares knowledge to support our peers.

What you need to know:

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• Training and development opportunities to grow your career.


• Paid time off to support your personal and family needs.


• A holistic approach to your well-being, with a supportive workplace culture.


• Paid volunteer days to give back to your community.


• A comprehensive total rewards package, including competitive salary, pension and benefits.

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Expected salary range is $50,143​

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.​​

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

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