Financial Specialist building a financial services practice under Allstate's brand. Driving new business and collaborating with licensed professionals in the community.
About the role
- Investment Portfolio Analysis Senior Specialist reviewing file deliverables and supporting client communication in financial services. Engaging in team collaboration and improving internal processes with a hybrid work model.
Responsibilities
- Performing and reviewing daily checks on file deliverables to the clients and investigating discrepancies
- Monitoring daily processes and internal/external communication, flagging any issues during group discussions or to the manager, suggesting improvements
- Assisting manager and taking ownership to close out issues
- Maintaining effective communication with colleagues and managers
- Adhering to internal procedures and best practices at all times
- Offering guidance and support to the less experienced members of the team
- Actively working with other team members to build team spirit to be able to grow as a group
- Taking part in initiatives to strengthen team collaboration and engagement, supporting a culture of continuous improvement.
Requirements
- 1+ years of financial services industry experience is an asset
- Professional experience from a different area is acceptable
- Working knowledge of MS Excel
Benefits
- Hybrid working model – split between working from home and working from the office
- Employee savings plan
- Multisport card
- Premium life insurance package
- Gold medical package for employees and their families (partner and children)
- Additional holidays – Birthday Day Off, 3rd and 5th year anniversary Day Off
- International operating environment
- Language classes
- Soft skills trainings
- Technical workshops
- Development sessions with a mentor
- Variety of well-being programs
- Paid days off to volunteer time to company-driven initiatives or organizations of choice
- Technical or leadership career pathway
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