About Nicola Wealth

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

Purpose of the Role

As an Insurance Administrator, your primary purpose is to provide exceptional administrative support to internal stakeholders, clients, and insurance carriers. You will manage physical and digital correspondence for the team, facilitate policy audits, support the administration of policy changes, and coordinate operational tasks to ensure efficient workflows. You have a keen eye for detail and a passion for providing exceptional administrative support. You prioritize tasks in a dynamic, fast-paced, and deadline driven environment while always maintaining your professional demeanor.

This role is a 5-days in office per week.

Core Responsibilities

Manage all incoming and outgoing physical and digital insurance mail and notices, ensuring timely distribution and processing.
Prepare and process insurance policy contract mailings, ensuring accuracy and compliance with company policies.
Manage in-office insurance policy contract audits.
Manage policy documents (printing, scanning, and organizing) to support insurance workflows
Support the administration of in force policy changes including regular and ongoing maintenance.
Support process improvements by identifying inefficiencies and recommending enhancements.
Participate in cross-functional team meetings and collaborate on projects with members of the Private Wealth team to improve processes across teams.
Deliver a high level of personalized, end-to-end, client service to internal and external clients.
Answer queries in a timely and solutions-based manner.
Coordinate operational tasks aligning to MGA responsibilities.
Other relevant and related responsibilities, as assigned and as the needs of the organization change.

Required Skills & Qualifications

Relationship Building – You have high EQ and ability to build high trust and productive relationships with clients and colleagues.
Communication – You have exceptional written and verbal communication skills.
Resourceful – Highly resourceful, proactive, and self-motivated. You consistently demonstrate the initiative to deliver high quality work while managing competing priorities and deadlines.
Adaptability – You thrive in an environment where independent work and collaboration are equally valued, with the ability to adapt and embrace change in a high growth organization.
Team Player – You constantly maintain a professional demeanor and demonstrate a natural ability to effectively collaborate even at times of high pressure.
Client Service - Exceptional interpersonal and relationship management skills to build trust with clients and colleagues easily and effectively.
Attention to detail - You demonstrate the ability to focus on complex tasks with meticulous attention to detail. You are adept at learning and following detailed processes, tasks, and procedures.

Additional Skills & Qualifications:

1+ years’ experience in and administrative or office support role, preferably in insurance, finance, or a regulated industry.
You are proficient with systems including MS Word, Excel, PowerPoint, Teams, and Outlook.