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Administrative Coordinator, Investment
Job Type: Full Time
Location: Halifax, NS, CANADA;
Job Category: Administrative and Clerical ; Admin Assistance and Coordination, Sales and Business Development ; Sales Support and Assistance
Job Industry: Insurance, Financial Services and Banking
Job Career Level: Entry Level
Year(s) of Experience: 2
Number Of Positions: 1
Date Posted: Apr 10, 2013
Contact E-mail:
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Administrative Coordinator, Investments
Halifax, Nova Scotia

Position Overview:

The Investment Administrative Coordinator partners closely with our Investment Sales Consultants and Financial Services advisors to provide proactive value-added administrative and sales support. The successful individual will facilitate formal and informal training to advisors and their assistants on the use of Great-West new business tools/systems. The role is also responsible for processing new business applications and resolving issues, while coordinating the necessary communications required between Great-West Life Head Office, advisors and clients.


  • Training and instructing advisors and advisor assistants in all sales channels on the effective use of Great-West new business tools and systems
  • Processing new business applications with proactive follow-up on any outstanding requirements, while keeping business tracking reports up to date
  • Enhance the marketing and sales efforts of our Investment Consultants, through timely post meeting follow-up calls, proactive calls, and initiating meeting requests
  • Assisting advisors with incoming requests and inquiries regarding new business applications.
  • Creating value added reports to help the Investment team identify opportunities and drive results
  • Analyzing existing and perspective investment accounts and performing comparison analysis
  • Ordering and maintenance of marketing documentation and forms required to support sales and service of investment products
  • Providing miscellaneous administrative support to help maximize the effectiveness of the sales team
  • Providing back-up support to other administrative positions within the office

Qualifications and Competencies:

  • 2 to 3 years of experience
  • Completion of a one year community college diploma; a combination of education and experience will also be considered
  • Proven excellence in customer service skills
  • Strong analytical and problem solving skills
  • Well developed organizational and priority management skills with the ability to manage a variety of tasks with a strong attention to detail
  • Strong communication skills and the ability to instruct and train
  •  Proficiency with MS Office programs; particularly with Excel
  • Ability to work well independently as well as within a team 
  • IFIC Operations course and/or similar industry knowledge would be an asset


$30,000 to $35,000, depending on experience

Take the next step without delay! E-mail your resume at .  Kindly indicate the job posting reference number IND 12 on the subject line.

We offer a challenging, team focused work environment, competitive income and benefits, and opportunities for professional and personal growth.

We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We will contact you if you are selected for an interview.

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