Operations Coordinator

Operations Coordinator - Newmarket (Canada Life)

Permanent Full Time

We are looking for an Operations Coordinator. This position requires being in the office 5 days a week. Reporting to the Manager, Operations, the Operations Coordinator (OC) plays an important role in the day‑to‑day operations of the office. They are the point of contact and handle a wide variety of client support tasks. The OC is responsible for handling requests and follow‑ups, scheduling, courier, mail and scanning of documents, producing basic reports.

They support the advisor and team and also act as the primary liaison for on‑site support and with technology support.

• Act as the primary point of contact for dealing with clients at the front desk, on the phone and through email
• Provide support in the office for appointments, processing, mailings, faxes, scanning and emails, as well as general oversight (multi‑function devices, supplies, troubleshooting, fire safety plan, compliance, communications with the building manager, etc.)
• Provide general business support (generating summaries, prepping forms, inquiries, filing, transcribing, ordering supplies)
• Provide support with onboarding and offboarding as required
• Manage the continuing education process (certificates, mailing, file, etc.)
• Produce basic reports for management and the team as required
• Provide general support for activities taking place in the office

• Post‑secondary degree
• Understanding the operations of a sales organization
• Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and ability to learn new technologies
• Ability to establish strong collaborative relationships with multiple business partners at all levels
• Excellent verbal and written communication skills
• Quick response to customer and business partner requests with tact, courtesy and patience
• Proactive approach, showing initiative toward process improvement and individual development
• Strong sense of organization and ability to manage multiple priorities and meet deadlines
• Ability to work well within a diverse team and strong aptitude for independent work
• Establish and maintain positive working relationships with others, both internally and externally
• Reliability Status Security Clearance – required before access to Protected B information; cost of checks covered by Canada Life

The base salary for this position is between $38,700 and $52,400 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc.). If selected to move forward in our recruitment process, your recruiter will discuss additional details of our total rewards program.

Career opportunities will be open a minimum of 5 business days from the date of posting; closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential.

Canada Life is a leading insurer dedicated to providing financial security to more than 13 million people across Canada, with operations in Europe and the United States. We are part of the Power Financial Corporation group of companies.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. Please contact talentacq for accommodations.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.