Account Setup And Onboarding Specialist Jobs

Actively engage in continuous learning and development to enhance skills and knowledge

Understanding private client service and investment management practices is an asset

Acquire a comprehensive understanding of investment products, services, and regulatory requirements

Bachelor's degree or equivalent work experience, preferably in a related field

Excellent written and verbal communication skills in English and/or French

Strong administrative skills and forward-thinking mindset for process development, with the ability to adapt to change

Actively engage in continuous learning and development to enhance skills and knowledge

Understanding private client service and investment management practices is an asset

Acquire a comprehensive understanding of investment products, services, and regulatory requirements

Bachelor's degree or equivalent work experience, preferably in a related field

Excellent written and verbal communication skills in English and/or French

Strong administrative skills and forward-thinking mindset for process development, with the ability to adapt to change

Knowledge and experience in the financial industry and specifically Group Benefits

Project management of Corporate Account Implementations, Reissues and Amendments, which includes:

Knowledge and understanding of Group Benefit claim systems & technology

Strong Negotiation & Influencing Skills

Excellent verbal and written communication skills

Manage and respond to inquiries and workorders

Group benefits knowledge and experience

Analyze and set up Group Benefits and create contracts, booklets, and endorsements to support new issues and plan amendments

Excellent analytical and problem-solving skills

Working knowledge of Microsoft Windows, Word and Excel

Annual bonus program, annual vacation allowance, and company-paid benefits program

Accurately implement new policyholders with Equitable Life (system set up and plan documents)