Estate Planning Associate (Toronto)

Job Description

What is the Opportunity? You will provide support to a team that helps our DS Investment Advisors, PH&N; Investment Counsellors, and our clients with servicing of in‑force policies and new business processes. Your role on the team is to assist with servicing & maintaining our existing clients along with promoting business growth for a two successful Estate Planning Specialist.

What will you do?

• Support in‑force servicing and respond to requests including in‑force illustrations, cash surrender values, premium payment confirmation, and all general/policy inquiries from Investment advisors & clients.
• Review all documentation and correspondence filing procedures and ensure an organized system is in place.
• Ensure client inquiries and any problems are responded to in a timely manner and that all activity is recorded in a contact management system.
• Identify and put forward ideas to EPS to generate incremental busin...