Job Overview
This is a full-time in-office position offering the opportunity to work within a dynamic, professional and supportive team environment.
The successful candidate will play a key role in delivering end-to-end administrative and client service support to our financial advisors and clients.
* Prepare new business documentation and manage cases through to policy issuance.
* Process Letters of Authority (LOAs) and Transfer of Agency (TOA) requests accurately.
* Manage client onboarding, including Anti-Money Laundering verification and preparation of full compliance files.
* Prepare Client Summary Reports, policy summaries, and supporting documentation for advisor and client review.
* Handle fund switches, top-ups, premium changes, cancellations, and other policy servicing requests.
* Administer retirement, death, and serious illness claims through to completion.