Own and lead projects. Participate and collaborate on project working groups and initiatives, providing decisions, issue resolution and escalation as needed. Consult with advisors and other colleagues in order to increase knowledge and expertise on the more technical advisor business models and products such as Multi-Advisor Corporations, Single Advisor Incorporations, advisor compensation, etc.Project income for advisors considering changes to their business structures. Be the expert on all ABOS programs and products and provide high quality support in delivering best-practice consulting services to the Career Sales Force.

Manage operations to ensure daily, weekly, monthly and annual team objectives are met and ensure alignment to overall company objectivesPartner effectively with internal teams, such as Programming and Marketing, to ensure the successful delivery of Recognition programsFacilitate daily team meetings to foster team awareness and collaborationManage performance of team members, ensuring each member of the team is contributing to the team’s overall success, through bi-weekly one-on-one meetingsInterview, hire and onboard new employees

Created and published timely, accurate reporting to Financial Centre managers to track the performance of Lifetime, Career and Annual Recognition achievements Responded quickly to ad hoc analysis and projection requestsCompiled data to support annual selection of the Hall of Fame inductee and provided support to the newly inducted member to recognize their achievement nationally and locallPromoted and provided qualification reporting for Industry recognition programs including Million Dollar Round Table, GAMA and National Quality Award.Replied to English and French emails and phone calls from the Career Sales Force

Editor of quarterly Achievers magazine, highlighting recognition achievements and the annual Yearbook, providing a synopsis of past and present Recognition achievements.Coordinate with other departments to design promotional materials, purchase and distribute awards, and create automated reports for Sales Campaigns as well as annual recognition programs.Publish accurate monthly reports providing valuable information about the status of advisors as they track towards their annual recognition targets.Manage content on internal website for advisors regarding recognition programs.Monitor and reply to English and French emails and phone calls from the Career Sales Force.

Maintain accurate written and electronic records on Advisor and Manager Group Benefits.Respond promptly to all phone and email inquiries.Coordinate health, dental and death claims for members of group plan.Communicate as required to plan members when benefits are changed, added or terminated.Ensure accuracy of tax slips sent to all members for whom benefits are a taxable benefit. Revise tax slips and/or letters as required and handle all queries on these slips.

Collect data from call centres and enter it into a database of prospective clients.Generate monthly and quarterly reports based on the results reported.Respond to questions regarding the use of the database and problems that occur when using the database. Test technological improvements and corrections to the database.Perform various administrative tasks, including confirming seminars for Account Managers and updating team statistics.