Financial Case Operator
Top Benefits
About the role
About Us
Reformed in 2020, Ai Financial’s core team brings over 20 years of experience from Stock market, Options, Investment banking, banking, mutual fund, insurance and segregate fund. We provide Canadian residents with professional investment advice and asset management services.
Our mission is simple: to empower all Canadians to achieve a happy, healthy, and prosperous retirement through financial investment.
We are seeking a detail-oriented and organized Financial Case Operator with common sense to join our team. The successful candidate will be responsible for managing client records, ensuring smooth backend operations, and liaising with key partners, such as insurance companies and banks. This role is vital in supporting the company’s financial operations and ensuring seamless workflow.
Key Responsibilities:
- Follow the Company Policies and Procedures to process client cases
- Organize, review, and maintain client documents and records within the company's system.
- Assist in completing backend review tasks following established processes and requirements.
- Communicate and coordinate with external partners, including insurance companies and major banks.
- Perform additional duties as assigned by team leadership to support departmental needs.
Qualifications:
- 2+ years of experience working in the related industry
- Ability to apply logical thinking and common sense to assess situations and make informed decisions.
- Strong communication skills, both written and verbal, with a proactive learning attitude.
- Exceptional attention to detail and the ability to summarize and organize information effectively.
- Strong organizational and planning abilities, with excellent time management skills to handle multiple tasks simultaneously.
- Proficient in MS Office Suite (Word, Excel, Outlook) and other office-related software.
What We Offer:
- Employee Referral Bonus Program
- Employee Investment Benefits
- Paid Time-off and vacation days
- Competitive compensation package with bonus aspect
- A dynamic work environment that encourages learning and professional growth.
- Opportunities to work with leading financial institutions and partners.
- A supportive team culture with room for career development.
If you are a meticulous, efficient, and collaborative individual with a passion for financial operations, we encourage you to apply for this role.
Job Types: Full-time, Fixed term contract
Contract length: 12 months
Pay: $60,000.00 per year
Additional pay:
- Bonus pay
Benefits:
- Casual dress
- On-site parking
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Richmond Hill, ON L4B 3N2: reliably commute or plan to relocate before starting work (preferred)
Education:
- Secondary School (preferred)
Work Location: In person
About AI Financial Power Group
Al Financial has been in the industry of financial investment for more than two decades. We insist on value investing, and we believe that only socially responsible companies can truly help their clients make profits.
From the starting of our financial business to now, no clients suffered losses. Working with funding and insurance companies, we select the fund products suitable for our clients as well as manage various types of investment accounts such as TFSA, RRSP, etc..
At the same time, we help our clients apply for Canadian unsecured low-interest investment loans to achieve wealth freedom with financial leverage.
Financial Case Operator
Top Benefits
About the role
About Us
Reformed in 2020, Ai Financial’s core team brings over 20 years of experience from Stock market, Options, Investment banking, banking, mutual fund, insurance and segregate fund. We provide Canadian residents with professional investment advice and asset management services.
Our mission is simple: to empower all Canadians to achieve a happy, healthy, and prosperous retirement through financial investment.
We are seeking a detail-oriented and organized Financial Case Operator with common sense to join our team. The successful candidate will be responsible for managing client records, ensuring smooth backend operations, and liaising with key partners, such as insurance companies and banks. This role is vital in supporting the company’s financial operations and ensuring seamless workflow.
Key Responsibilities:
- Follow the Company Policies and Procedures to process client cases
- Organize, review, and maintain client documents and records within the company's system.
- Assist in completing backend review tasks following established processes and requirements.
- Communicate and coordinate with external partners, including insurance companies and major banks.
- Perform additional duties as assigned by team leadership to support departmental needs.
Qualifications:
- 2+ years of experience working in the related industry
- Ability to apply logical thinking and common sense to assess situations and make informed decisions.
- Strong communication skills, both written and verbal, with a proactive learning attitude.
- Exceptional attention to detail and the ability to summarize and organize information effectively.
- Strong organizational and planning abilities, with excellent time management skills to handle multiple tasks simultaneously.
- Proficient in MS Office Suite (Word, Excel, Outlook) and other office-related software.
What We Offer:
- Employee Referral Bonus Program
- Employee Investment Benefits
- Paid Time-off and vacation days
- Competitive compensation package with bonus aspect
- A dynamic work environment that encourages learning and professional growth.
- Opportunities to work with leading financial institutions and partners.
- A supportive team culture with room for career development.
If you are a meticulous, efficient, and collaborative individual with a passion for financial operations, we encourage you to apply for this role.
Job Types: Full-time, Fixed term contract
Contract length: 12 months
Pay: $60,000.00 per year
Additional pay:
- Bonus pay
Benefits:
- Casual dress
- On-site parking
- Paid time off
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- Richmond Hill, ON L4B 3N2: reliably commute or plan to relocate before starting work (preferred)
Education:
- Secondary School (preferred)
Work Location: In person
About AI Financial Power Group
Al Financial has been in the industry of financial investment for more than two decades. We insist on value investing, and we believe that only socially responsible companies can truly help their clients make profits.
From the starting of our financial business to now, no clients suffered losses. Working with funding and insurance companies, we select the fund products suitable for our clients as well as manage various types of investment accounts such as TFSA, RRSP, etc..
At the same time, we help our clients apply for Canadian unsecured low-interest investment loans to achieve wealth freedom with financial leverage.