Operations Coordinator - Calgary

Permanent Full Time

Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.   

In November 2023, Canada Life acquired IPC.  Canada Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.  

With the acquisition, IPC and Canada Life’s existing wealth platforms create one of Canada’s leading wealth providers.  

The Operations Coordinator role is to be the main point of contact for our clients and teams, embodying our dedication to exceptional client service. With a friendly demeanor, excellent organizational skills, and keen attention to detail, your primary responsibility will be to warmly greet and assist clients as they enter our offices, ensuring they feel valued and comfortable. You will manage all incoming calls to the corporate branches, skillfully directing them to the appropriate teams while providing a courteous and welcoming experience over the phone. Your responsibilities go beyond traditional reception duties, as you play a key role in fostering positive client relationships, shaping their first impressions, and setting the tone for their entire journey with us.

Additionally, you will be an integral part of our client communication strategy, ensuring the consistent delivery of communication plans on behalf of our advisory teams to keep clients informed about current events and industry updates. By assisting our teams, you enable them to focus on planning and transactional activities, making you a crucial extension of our advisory team.

What You Will Do

• Meet and greet all clients in a kind, courteous and professional manner as they enter the building creating a warm and inviting experience
• Ensure reception area and office is tidy and presentable, with all necessary stationery and materials
• Delivering consistent and outstanding service through a friendly attitude, attentive behavior and strong corporate knowledge
• On-site duties include receiving and sorting mail, handling faxes, receiving client drop-offs, coordinating deliveries to the appropriate team members and making bank deposits.
• Manage all incoming calls to the corporate branches, screening and transferring to the appropriate teams
• Respond to client inquiries via telephone, email, and in person in a professional and courteous manner
• Organizing catering and equipment for meetings and special events in the branch
• Ensure client meeting rooms are cleaned and tidied for the next group
• Maintain confidentiality and discretion while dealing with clients and their information
• Distribute client communications for annual administrative activities and coordination of wow gift program
• Share best practices and support the setup, maintenance and training on telephony systems
• Assist with SharePoint site management
• Execute all administrative tasks to the highest quality standards
• Support branch team as a client experience specialist backup to cover core responsibilities
• Ad-hoc duties and projects as required
  
  

What You Will Bring

• Minimum 2 years of experience in a receptionist/customer service role, preferably in a Financial Services firm but not required.
• Post-secondary education degree in business, commerce, economics or related discipline is an asset
• A genuine interest or aspiration in developing professionally within the Financial Services industry and willingness to complete industry-related courses.
• Ability to foster and maintain excellent relationships with clients, advisors, branch team, IPC Head Office team and other key stakeholders.
• Excellent client service skills to anticipate client needs and follow up in a timely manner.
• Flexibility to multi-task, prioritize and should be comfortable working in a fast-paced environment.
• Ability to be resourceful and proactive when issues arise
• Intermediate knowledge of MS Office and CRM systems.
• Ability to work from the office environment
  
  

The base salary for this position is between $37,000 - $ 50,100 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 you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

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.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations. 

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. 

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. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact [email protected].

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