Location: This position will be located in our Calgary office.
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada's Best Managed Companies. With more than $25 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
*Investment Executive 2023 Brokerage Report Card.
About West Oak:
Our reason for being is to make your life easier. To do that, West Oak Family Office in Calgary, Alberta has brought together a dedicated team of people to support your every move ensuring that all facets of your family's wealth are fully understood, properly integrated, administratively maintained and fit your life, both now and in the years ahead.
The Opportunity:
West Oak Family Office is looking for a dynamic, motivated Insurance Associate to join their team. Reporting directly to the Senior Advisors, the Insurance Associate will play an integral role in the firm's insurance business, assisting with insurance applications, management of underwriting, and other administrative duties and responsibilities relating to insurance for the firm and its clients.
Key responsibilities include:
Preparing all insurance applications with clients.
Engaging and completing the various stages of underwriting with the insurance carriers to have policies placed.
Engaging with various insurance carriers and reconcile monthly insurance commissions.
Creating and maintaining insurance reports.
Maintaining and updating records of all insurance licensed personnel and assisting with license renewals.
Providing support to Senior Associates on investment and wealth management client service matters, as required.
Performing other duties as assigned.
The Ideal candidate will possess:
A Diploma or Degree in business administration, accounting, finance, or similar field of study considered an asset.
3 years' experience in insurance and/or wealth industry preferred.
IR/RR licensing is not required but would be considered an asset.
Life and A&S Insurance licensed preferred. If unlicensed, must be willing to complete licensing within the next 12 months.
Effective interpersonal, organizational and communication skills.
Excellent critical thinking, problem solving and professional judgment skills.
Self-starter, ability to work autonomously and proactively.
Ability to work as part of a team and independently when needed.
Demonstrated exceptional customer service skills and exhibits a high level of professionalism.
Adept at working in a fast-paced environment with changing priorities.
Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Conditions of Employment:
Must be legally eligible to work in Canada.
A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
To apply:
Click the Apply for This Job button to submit your resume, cover letter, and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com .
Qualifications Experience Required 3 years: Insurance and/or wealth industry experience.
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