Wealth Management Administrative Support Clerk

Company: CLIC
Department: Individual Insurance and Wealth Management
Employment Type: Regular Full-Time
Work Model: Office-Based
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 Individual Insurance, Individual Wealth Management, and Group Retirement & Savings teams deliver products and services that provide financial security to Canadians. Along with our distribution partners, we help our clients with some of their most important needs: protecting their families’ lifestyle in the event of a death, disability or illness; reaching their saving goals; and building a secure and comfortable retirement. We operate with a high level of trust, integrity, and inclusivity to produce positive impacts for all our stakeholders.

The Administrative Support Clerk role supports all departments in Wealth Operations. This role manages and distributes all incoming electronic documents, sorts and delivers incoming and outgoing cheques, and is responsible for the distribution of daily reports

How you will create impact:  

• Manage all electronic documents received in OnBase via mail, faxes and emails; index and assign to appropriate individuals/departments


• Manage the Individual Wealth & Group Retirement email inboxes and upload processing and fulfillment requirements into OnBase


• Prepare and distribute cheques for Individual Wealth and Group Retirement departments


• Complete and update bad address statuses for all returned mail for various Wealth Operations departments


• Receive, review and distribute various daily reports to staff in Individual Wealth & Group Retirement departments


• Proof and upload relative documents to SharePoint, portals and web postings.


• Cross train within the Wealth Operations department to provide assistance as required


• Maintain daily contact and communications to meet internal department’s needs and investigate requests as required

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 your peers. 

To join our team: 

• You have 1-2 years experience in the Wealth Management industry


• You have completion of some post-secondary education


• You are agile and ability to adapt with changing environment and processes


• You have excellent organizational skills


• You have a strong attention to detail


• You have basic keyboarding skills


• You are proficient in Microsoft Office


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What you need to know:

• Repetitive, transactional tasks where accuracy is essential.   

What's in it for you?

• Training and development opportunities to grow your career. 


• Flexible work options and paid time off to support your personal and family needs. 


• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture. 


• Paid volunteer days to give back to your community. 


• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program. 

Salary information​

Expected salary/hourly range $X - $X” (min-max, full range).

OR

Salary to be discussed with successful applicants” (where a range is not published).

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Expected salary range $38,007 - $63,345.​

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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