Operations Generalist
Top Benefits
About the role
About Stalwart Insurance Brokers Ltd. Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage with a focus on high-complexity client and business situations. We value excellence and entrepreneurial thinking, requiring staff with the capacity to solve complex, novel problems. As we continue our rapid growth, we are looking for ambitious team members who are eager to scale their skills, abilities, and relationships.
Summary
We are looking for an Operations Generalist to join us at our Vancouver or Toronto offices. In this role, you support senior staff, performing a broad range of operational and administrative functions to enhance our service delivery and operational efficiency. Additionally, you will support our larger admin team with general support to business activates.
Your Role Will Include, But Not Be Limited To
Assisting staff and managers in the daily operations and strategic initiatives across all departments Assisting the executive team in planning and executing operational and strategic initiatives Manage operational data, track KPIs, and provide insights to guide strategic decisions. Streamline operations by supporting and improving business processes to enhance efficiency and scalability across departments Identify and implement process enhancements, automation opportunities, and best practices Liaising with internal teams and external stakeholders to facilitate smooth operations and resolve issues. Tracking and reporting on key performance metrics to support decision-making.
Supporting compliance and risk requirements within the organization
Required Skills or Experience
One to three (1-3) years of experience in operations or administrative support, preferably within the life insurance, banking, legal support, or the financial industry. Strong organizational and time management skills with the ability to prioritize tasks effectively. Excellent verbal and written communication skills to engage with clients and team members. High attention to detail and accuracy in managing documentation and processes. Professional demeanor with a strong client-centric focus. A proactive self-starter with problem-solving abilities and a willingness to learn quickly.
Nice to Haves
Previous experience in a support role within the life insurance or financial services sector. Familiarity with life insurance products and regulatory requirements. Experience working in a legal setting, such as a law office. Proficiency in project management software and tools. Experience with data analysis and reporting.
Working in a startup environment
Bachelors degree in business administration, finance, or a related field.
Salary and Benefits
Salary: $75,000 - $90,000 per year, commensurate with experience, plus bonus. Benefits: Extended health benefits plan.
Position Type
Nature: Permanent, full-time, in-person Time Commitment: 40 hours per week, with occasional overtime required Work Location: Toronto, ON or Vancouver, BC.
Start Date: Immediate
Please note: Candidates must be currently authorised to work in Canada. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Not the right fit? Search for Operations Generalist jobs in Vancouver, British Columbia, Canada
About Stalwart Insurance Group
Stalwart was founded with the goal of providing best-in-class life insurance solutions to Canadians from coast to coast, ensuring that clients and their loved ones are prepared for whatever comes next.
Stalwart offers innovative wealth optimization, financial management and life insurance solutions for high-net worth individuals and Canadian employers. Our dedicated team of professionals consistently deliver robust, bespoke analysis to optimize insurance, estate, and financial planning for our clients. We pride ourselves on offering value that transcends generations.
Similar Jobs
Operations Generalist
Top Benefits
About the role
About Stalwart Insurance Brokers Ltd. Stalwart Insurance Brokers Ltd. (Stalwart) is a growing national life insurance brokerage with a focus on high-complexity client and business situations. We value excellence and entrepreneurial thinking, requiring staff with the capacity to solve complex, novel problems. As we continue our rapid growth, we are looking for ambitious team members who are eager to scale their skills, abilities, and relationships.
Summary
We are looking for an Operations Generalist to join us at our Vancouver or Toronto offices. In this role, you support senior staff, performing a broad range of operational and administrative functions to enhance our service delivery and operational efficiency. Additionally, you will support our larger admin team with general support to business activates.
Your Role Will Include, But Not Be Limited To
Assisting staff and managers in the daily operations and strategic initiatives across all departments Assisting the executive team in planning and executing operational and strategic initiatives Manage operational data, track KPIs, and provide insights to guide strategic decisions. Streamline operations by supporting and improving business processes to enhance efficiency and scalability across departments Identify and implement process enhancements, automation opportunities, and best practices Liaising with internal teams and external stakeholders to facilitate smooth operations and resolve issues. Tracking and reporting on key performance metrics to support decision-making.
Supporting compliance and risk requirements within the organization
Required Skills or Experience
One to three (1-3) years of experience in operations or administrative support, preferably within the life insurance, banking, legal support, or the financial industry. Strong organizational and time management skills with the ability to prioritize tasks effectively. Excellent verbal and written communication skills to engage with clients and team members. High attention to detail and accuracy in managing documentation and processes. Professional demeanor with a strong client-centric focus. A proactive self-starter with problem-solving abilities and a willingness to learn quickly.
Nice to Haves
Previous experience in a support role within the life insurance or financial services sector. Familiarity with life insurance products and regulatory requirements. Experience working in a legal setting, such as a law office. Proficiency in project management software and tools. Experience with data analysis and reporting.
Working in a startup environment
Bachelors degree in business administration, finance, or a related field.
Salary and Benefits
Salary: $75,000 - $90,000 per year, commensurate with experience, plus bonus. Benefits: Extended health benefits plan.
Position Type
Nature: Permanent, full-time, in-person Time Commitment: 40 hours per week, with occasional overtime required Work Location: Toronto, ON or Vancouver, BC.
Start Date: Immediate
Please note: Candidates must be currently authorised to work in Canada. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Not the right fit? Search for Operations Generalist jobs in Vancouver, British Columbia, Canada
About Stalwart Insurance Group
Stalwart was founded with the goal of providing best-in-class life insurance solutions to Canadians from coast to coast, ensuring that clients and their loved ones are prepared for whatever comes next.
Stalwart offers innovative wealth optimization, financial management and life insurance solutions for high-net worth individuals and Canadian employers. Our dedicated team of professionals consistently deliver robust, bespoke analysis to optimize insurance, estate, and financial planning for our clients. We pride ourselves on offering value that transcends generations.