Job Title

POSITION OVERVIEWWe are looking for a motivated individual with strong technical and organizational skills to join our Wealth Management Team, in our Elmira, Ontario office. As a member of our team, you will enjoy a positive work environment, professional training, and competitive compensation. We promote work/life balance.ABOUT USProgrammed Insurance Brokers Inc. (PIB) is a leading full-service, multi-line insurance, and financial services agency, established in 1980. As a nationally licensed agency with access to a diverse insurance carrier market and investment firms, PIB offers unique insurance solutions and custom financial services that empower our clients with real choices. Our personalized approach, industry expertise, and commitment to integrity have helped us earn and retain our clients trust and confidence over the years.No matter how small or how large your insurance or financial planning needs are - whether you have a personal or corporate need - we can help you find an insurance or financial solution that will work for you.Wealth Management & Financial PlanningCommercial Business SolutionsGroup Benefits &Group Retirement ServicesLife Insurance & Living BenefitsHome & Auto InsuranceRESPONSIBILITIESWorking with assigned GRS BlockResponsible for working with our Insurance Carrier business RRSP, TFSA, Non-Reg, RRIF, LIFAdvisor support preparation of client paperwork/creation and updating portfolio review packagesCollaborate with advisors and plan administrators to deliver an exceptional client experience.Preparing Statements (Annually and Quarterly)Processing Buys/Trades and RedemptionsRespond to internal and external inquiriesMaintain organized client records and ensure compliance with internal procedures and regulatory requirements.Process Death ClaimsDepartment reportingOther tasks in line with this position as assignedParticipate fully as a member of the team, promote team effectiveness and contribute to a positive work environmentQUALIFICATIONS35 years of experience in a financial services or investment administration role, ideally with exposure to Group Retirement Services (GRS)Working knowledge of investment processes and procedures (Mutual Funds, RRSP, RRIF, TFSA, RESP)Proficient in Microsoft Office suite of products, with the ability to adapt to different systemsHighly organized, detail-oriented, proactive, and able to multitaskEffective communication skills(written and oral)Comfortable interacting with advisors, plan administrators, and carrier partners professionally and efficientlyRetirement Plan Associate designation or Mutual Fund license would be an asset, but not requiredBilingual (French) would be an asset, but is not requiredBENEFITS AND PERKSYou will enjoy a very competitive compensation modelA comprehensive employeegroup benefits package(health, dental, disability, life and travel)Profit sharing and company pensionFlexibility within the role, hours, and office locationsWellness Programs and Social Committee to provide team, family and individual collaboration and culture around strategic goals, fun, wellness, health and lifestyleCommitted to diversity, equity and inclusionAPPLY NOWPIB is an innovative leader in the insurance industry. Our head office is in Elmira, ON, with subsidiary offices in London, Chatham, ON, Bedford, NS, and Edmonton, AB. Learn more at: www.pib.com