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Job Location | Saddledome |
Education | Not Mentioned |
Salary | Not Mentioned |
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Job Type | Contract |
About Us:As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada #39;s best investment advisors. We #39;ve embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.Where we #39;re going:We want to be the brand of choice for Canada #39;s top advisors and their high-net-worth clients. We also have an ambitious growth strategy to triple our Assets under Administration (AUA) to $100 billion by 2025.To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.Position OverviewThis position has responsibility to support the application process from creation of the application, through underwriting and policy delivery. This position has responsibility to service the client while the policy is in force and in preparation for policy renewals The Case Coordinator will also work closely with Estateamp; Insurance Advisor to provide ongoing case management and client support, including post-sale servicing. The Case Coordinator will also liaise with Investment Advisor teams and associates to manage applications through the underwriting process and policy delivery and settlement.Duties and Responsibilities