Lakeland HR Solutions is supporting an Investment and Group Benefits Company who is seeking a dedicated full-time Licensed Benefits Assistant who is ready to contribute to their success. Join an established team to support maintaining a commitment to excellent service and client satisfaction.

Accepting applications for the Edmonton or Cold Lake office.

Maintaining the highest level of professionalism and customer services has always been a pillar while offering clients:

• Group Benefits
• Health and Life Insurance
• Financial Planning
• Investments

As a Benefits Assistant, you'll play a pivotal role in the organization's success. Your primary responsibilities will include:

• Client Application Processing: Efficiently processing client applications, ensuring accuracy and compliance with all relevant requirements.
• Document Management: Submitting crucial documents to various head offices, follow up for completion and implementation, and maintain accurate records.
• Data Entry and Note-Taking: Handling phone calls, emails, client interactions, and entering comprehensive notes into the CRM for future reference.
• Presentation Support: Preparing summaries and presentations to assist our team in client and prospect meetings.
• Supporting Colleagues: Covering the other assistants' desks during vacation times and providing seamless assistance as needed.
• Client Interaction: Communicating with clients and prospects professionally, even in challenging situations.

Requirements:

• LLQP Certification or willingness to complete
• Group benefits / group retirement admin experience is an asset
• Exhibit exceptional attention to detail with a keen eye for accuracy and precision
• A willingness to learn and adapt to our processes and systems
• A positive attitude, excellent phone manners, and the ability to remain polite and composed
• Technology Proficiency: Comfortable working with Word, Excel, PowerPoint, and able to learn varying systems
• Clean Criminal Record Check.

What they offer you:

• Competitive pay
• RRSP matching
• Company benefits program
• Health Spending Account
• Multiple locations allowing this role to be be based out of Cold Lake or Edmonton office, with potential for hybrid work model
• Career advancement opportunities and professional development
• Paid vacation and Paid Christmas closure days.
• Great close-knit team atmosphere

Join a thriving family-owned business with a heart for community involvement and a dedication to excellence. Their commitment extends beyond their services, and they actively give back to the communities they serve. This is an excellent opportunity to work with a team dedicated to helping businesses take care of their employees, their families, and the business owners themselves.

Apply today for an opportunity to become a valued member of a positive and supportive team that embodies the true spirit of teamwork and community.

Recruitment Supported by Lakeland HR Solutions