At a Glance
- Tasks: Support the Investment & Retirement Solutions team with administrative duties and member interactions.
- Company: Join Canada Life, a trusted leader in financial well-being for Canadians.
- Benefits: Enjoy competitive salary, health benefits, career development, and community involvement opportunities.
- Other info: Flexible work locations and a supportive environment for career growth.
- Why this job: Make a real impact by helping clients achieve their financial goals and secure their futures.
- Qualifications: Experience in the financial industry, strong communication skills, and proficiency in Microsoft Office.
The predicted salary is between 45600 - 68400 £ per year.
We are looking for a Business Support Associate, Investment & Retirement Solutions, for our Freedom Experience team within Client Advisory Services. The Investment & Retirement Solutions team serves plan members and clients by building solid and trustworthy relationships. We provide solutions based on unbiased, sound investment guidance and education, helping members achieve their financial goals and allowing them to retire in comfort and with confidence.
An exciting opportunity exists to be part of an amazing team of professionals in our fast-growing Freedom Experience team within Client Advisory Solutions. As a Business Support Associate, you will support the Investment & Retirement Solutions’ sales, service and leadership staff by handling administrative duties and scheduling appointments for sales and service transactions, preparing retirement income quotes, monitoring member retention transactions to ensure they are set up in a timely manner, and facilitating workflow within the team.
What you will do:
- Conduct outbound calls to plan members to schedule appointments on behalf of sales team consultants
- Review and analyze member retirement documentation received by Sales and Service staff, to ensure that it is actionable and accurate
- Prepare retirement income quotes
- Liaise with internal and external partners to ensure plan member transactions are executed in a timely manner
- Manage workflow of incoming requests and sales opportunities across the team
- Participate in special projects or initiatives as appropriate (e.g. process improvements)
- Complete general administrative duties to support IRS team, including in-office distribution of incoming/outgoing mail
- Perform transactional processing, as required
What you will bring:
- 3-5 years in the Canadian insurance and/or financial industry, with a specific emphasis on retirement products and services
- Post secondary education or equivalent work experience
- Knowledge of Microsoft Office suite (Outlook, Word, Excel, PowerPoint)
- Strong time management skills
- Self-motivated; committed to continuous learning
- Strong written and verbal communication skills
- Ability to learn quickly, adapt to change and contribute to creative solutions
- Knowledge of Salesforce is an asset
- Bilingual in English and French is an asset
- Industry designations Retirement Plans Associate (RPA) or Certified Employee Benefits Specialist (CEBS) an asset
- Knowledge of group savings products and pension legislation is an asset
Given the size and scope of our organization, we have the flexibility for this position to be located in the following office locations: Toronto, Winnipeg and London.
The base salary for this position is between $45,600 - $68,400 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 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.
What we offer:
- Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Health & Wellness: Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.
- Rewards and Recognition: Employee recognition programs, service milestone celebrations, employee discounts and more!
- Emphasis on Community: We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com. All information provided will be handled in accordance with applicable laws and Canada Life policies.
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.
Business Support Associate in London employer: Canada Life
Canada Life is an exceptional employer that prioritises the well-being and professional growth of its employees. With a strong commitment to career development, flexible health benefits, and a supportive work culture, employees are encouraged to thrive in their roles while contributing to the community. The bilingual Customer Service Representative role offers a structured environment where you can make a meaningful impact by assisting clients with empathy and professionalism.
StudySmarter Expert Advice🤫
We think this is how you could land Business Support Associate in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Canada Life. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Canada Life.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Canada Life. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Business Support Associate in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Canada Life and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Canada Life how you can be a team player!
How to prepare for a job interview at Canada Life
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Canada Life.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Canada Life's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
