Job Description

Do you have experience or an interest in personal finance and working in the financial services industry? Do you have a good understanding of financial terminology, or an interest in learning more? Do you have a minimum of 2 year\xe2\x80\x99s office administration or customer service experience? Are you looking to join a small, close-knit and supportive team? If this is you, then our Administrative Assistant position might be right for you. About us: Royal City Asset Management is dedicated to the needs of our clients. Our philosophy is simple - to help clients create financial well-being while reducing the complexity and stress surrounding their finances. We are driven by strong values of honesty, integrity, and the value of every person, and a commitment to provide a very high level of service, which results in confidence, and peace of mind for our clients and their families. At RCAM work/life balance is encouraged and respected, this position offers flexible hours to work around life commitments. We are looking for candidates to bring transferable skills to this role, industry experience while an asset, is not essential. What we are looking for We are looking for administrative support on a part time or full time basis, with a minimum commitment of 25 hours per week. This is an in-office client-facing role, and we are looking for someone who truly enjoys communicating with clients, someone who is a self-starter and able to work independently with minimal supervision; we do not micromanage here, we place trust in our employees and respect their abilities. To be successful in this role, a financial background is not necessarily a requirement (although that will be considered an asset), but you will need good verbal and written skills, and must have strong administrative, problem-solving and customer relations skills. We are looking for someone with a strong work ethic, who is detailed, has excellent organizational and time management skills and can maintain a positive, proactive client service focus while working in a busy, professional environment. Job Responsibilities (this is not an exhaustive list):

• Aid in the administration of insurance policies, including following up on new business and policy changes.
• Assist with the management of in-force insurance policies.
• Assist clients with account maintenance and updates, and all administrative requirements.
• Maintain and keep our CRM (Customer Relation Management Software) up to date.
• Must hold all client and business-related information in the strictest of confidence, and keep up to date with compliance issues related to the practice.
• Assist in migrating existing paper files into digital documents.
• Assist financial planner with creating insurance quotes and proposals.

Skills/Experience:

• 1-2 years administration experience, ideally in the financial services.
• LLQP (Life License Qualification Program) an asset, or willingness to obtain.
• Minimum of 2 years customer service experience.
• Ability to handle many tasks at once and stay extremely organized.
• Ability to maintain the highest level of confidentiality.
• Highly proficient with Microsoft office suite, and able to quickly learn new systems.
• Excellent verbal and written communication.
• Advanced organizational skills specifically around calendar management, scheduling, and the ability to organize, plan, and schedule activities.

What you can expect from us: \xc2\xb7 2 weeks vacation plus paid personal days \xc2\xb7 An employee Health Spending account \xc2\xb7 RSP \xc2\xb7 Working in a friendly office environment where all employees, regardless of position, are heard, recognized and valued. \xc2\xb7 Flexible hours. Hourly wage $20-$22.50/hr If working on this tight-knit, collaborative team sounds like the opportunity you\xe2\x80\x99ve been waiting for, please apply with your resume and a cover letter. This position will be subject to background checks. We want to thank all applicants for taking the time to apply. While we appreciate all interest in the role, only the shortlisted candidates will be contacted. RCAM is committed to fostering an inclusive, accessible work environment, where all employees feel valued, respected and supported. Accommodations are available on request for candidates taking part in all aspects of the selection process. If you are contacted to arrange for an interview, please advise us if you require accommodation. Job Types: Part-time, Full-time Salary: $20.00-$22.50 per hour Benefits:

• Flexible schedule
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Guelph, ON: reliably commute or plan to relocate before starting work (required)

Education:

• Secondary School (preferred)

Experience:

• customer service: 2 years (required)
• Administrative experience: 1 year (required)

Work Location: In person