Fall Operations Support Co-op
About the role
At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $66 billion in assets.
Join the FIRST Insurance Funding of Canada (FIRST Canada) team.
We are a multi-year Globe and Mail / Moneau Shepell Employee Recommended workplace with an award-winning culture.
We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment.
We support work / life balance and promote growth-from-within opportunities.
Why join this team?
- We have a culture that encourages an entrepreneurial spirit
- We offer multiple opportunities for development and upward mobility
What You’ll Do Job Description Summary Operations support role is part of a fast-paced team which is accountable for effectively managing a large volume of transactions including journal entry processing, work on carrier, wholesaler onboarding, data input, tracking management for broker reviews.
Essential Duties And Responsibilities
- Prepare, validate and issue manual invoices
- Process and issue Notices
- Data input into Enhanced as required
- Audit bank accounts
- Convert contracts when needed
- Validate checks as required
- Manage fax queue (labeling and assigning)
- Update spreadsheets and other reports
- Adhere to approved processes and audit requirements
- Notify brokers on credits and returned/undeliverable mails
- Assist other team members as required
Knowledge / Skills / Abilities Required
- Excellent written and verbal communication skills
- Previous financial processing and/or administration experience
- Strong organizational, prioritization and abstract reasoning skills
- A proactive, energetic and enthusiastic approach to your work, and a desire to go the extra mile in customer service
- Self motivation and strong attention to detail
- The ability to build strong relationships with team members and internal and external customers
- Strong organizational, and abstract reasoning skills
- Ability to multitask in a high volume environment
- A flexible attitude towards change and the ability to adapt to new situations
- Knowledge of Outlook, Excel and MS Word
- French is an asset
About Wintrust Financial Corporation
Wintrust Financial Corporation is a financial holding company based in Rosemont, Illinois. Through our multiple companies and divisions, we provide traditional community banking and commercial banking services, wealth management solutions, commercial and life insurance premium financing, mortgage origination, and more. We offer community-oriented personal and business banking services to customers in the greater Chicagoland area, northwest Indiana, southern Wisconsin, and Florida through more than 175 community bank locations.
Fall Operations Support Co-op
About the role
At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $66 billion in assets.
Join the FIRST Insurance Funding of Canada (FIRST Canada) team.
We are a multi-year Globe and Mail / Moneau Shepell Employee Recommended workplace with an award-winning culture.
We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment.
We support work / life balance and promote growth-from-within opportunities.
Why join this team?
- We have a culture that encourages an entrepreneurial spirit
- We offer multiple opportunities for development and upward mobility
What You’ll Do Job Description Summary Operations support role is part of a fast-paced team which is accountable for effectively managing a large volume of transactions including journal entry processing, work on carrier, wholesaler onboarding, data input, tracking management for broker reviews.
Essential Duties And Responsibilities
- Prepare, validate and issue manual invoices
- Process and issue Notices
- Data input into Enhanced as required
- Audit bank accounts
- Convert contracts when needed
- Validate checks as required
- Manage fax queue (labeling and assigning)
- Update spreadsheets and other reports
- Adhere to approved processes and audit requirements
- Notify brokers on credits and returned/undeliverable mails
- Assist other team members as required
Knowledge / Skills / Abilities Required
- Excellent written and verbal communication skills
- Previous financial processing and/or administration experience
- Strong organizational, prioritization and abstract reasoning skills
- A proactive, energetic and enthusiastic approach to your work, and a desire to go the extra mile in customer service
- Self motivation and strong attention to detail
- The ability to build strong relationships with team members and internal and external customers
- Strong organizational, and abstract reasoning skills
- Ability to multitask in a high volume environment
- A flexible attitude towards change and the ability to adapt to new situations
- Knowledge of Outlook, Excel and MS Word
- French is an asset
About Wintrust Financial Corporation
Wintrust Financial Corporation is a financial holding company based in Rosemont, Illinois. Through our multiple companies and divisions, we provide traditional community banking and commercial banking services, wealth management solutions, commercial and life insurance premium financing, mortgage origination, and more. We offer community-oriented personal and business banking services to customers in the greater Chicagoland area, northwest Indiana, southern Wisconsin, and Florida through more than 175 community bank locations.