Regional Assistant

Job Description

Location: Ideally based in Calgary but open to candidates in Vancouver, Working Conditions: Working from home with some need for occasional travel Status: Permanent Full-time

Are you someone who thrives in a fast paced environment and gets satisfaction in supporting others? Then the Regional Assistant role might be the perfect for you! The Regional Assistant will play a key role in assisting iA’s Individual Life Sales and Marketing Team by supporting sales activities and liaising with Vancouver administrative departments. 

What will I be Doing?

• General Office and Sales Team coordination.

• Creation of Marketing Documents and keeping them updated for the Sales Team

• You will assist in preparing letters, marketing material, email marketing blasts and digital marketing campaigns, both from a design and execution standpoint

• Get to know our clients (MGA’s, Advisors, Admin Assistants, etc) and become a key point of contact for them, liase between them and our Head Office/Service Centres

• Preparing expense reports and invoices, following up on payments

• Assisting RVP with his expense submission.

• Admin tasks in relation to execution of plans put in place by the Sales Team

• Arrange, schedule and coordinate meetings & events. as well as attend some meetings to serve as onsite coordinator, note taker, or technical resource. You will provide additional hosting support at roadshows, seminars and other meetings to ensure what we have asked for/ordered is being executed

• Control marketing inventory and order appropriate quantities of marketing material, ordering of these supplies for clients when necessary

• Serve as a resource for other projects or ad-hoc assignments

• Serve as a resource for CE Credit Management in conjunction with the person assigned to issuing credits out of Toronto

• Admin Tasks for special events, such as Holiday Card design and distribution, etc

• Ordering and Management of our Promotional Items

• Handling Confidential Documents and being privy to Confidential Matters

• Assisting with scheduling appointments and travel, including finding the most ideal pricing on travel arrangements.

What will I Need?

Education: 

• High school diploma and college marketing diploma 

• Bachelor's degree in business/finance or a related subject - would be an asset 

• Experience: 

• 2 years working in the insurance industry 

Skills: 

• Project management skills 

• Strong ability to prioritize work and manage constant change in order to meet tight deadlines 

• Ability to work independently as well as in a group setting 

• Public speaking skills 

• Excellent customer service skills 

• Some experience in email/digital marketing design (Constant Contact an asset, but open to other platforms)

• Intermediate computer knowledge (Word, Excel, PowerPoint, Outlook)

• Working knowledge of Canadian illustration software 

• Event planning skills an asset 

What iA Financial Offers:

• A competitive compensation plan that also includes an annual bonus for all permanent employees

• We value and encourage our employees to have a good work life balance and so on top of vacation we offer Personal Leave Days

• To encourage an active and healthy lifestyle, we have a generous Wellness plan that covers physical activity and wellness expenses.

• A medical and dental plan for our employees and their dependents as well as a Health Spending Account to cover costs not covered by our plan

• A Defined Benefit Pension plan to take care of you in retirement.

• A home office equipment program to ensure that you have the best working environment.

• Participation in our Share Purchase Plan with matching contributions from iA

• Your development and continuous improvement are important to us! We offer an Education Assistance Program to ensure you have the tools and knowledge to grow your career here at iA.

Compensation

The typical hiring range for this position is from $56,000 and $60,000 annually; the base pay offered is based on location and may vary depending on skills, job-related knowledge, experience, and internal equity. All permanent employees of iA are also entitled to an annual bonus.

Location(s)Calgary, Alberta

Other Possible Location(s)Vancouver, British Columbia
Company

iA Financial Group

Posting End Date2024-10-07

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.