Job Description

Financial Planning Assistant

We are a full-service financial planning and investment management firm located in downtown Vancouver and looking for someone who has an interest in the financial services industry. In this administrative role, you will be working with a team of Financial Advisors, Associates and other Administrative Assistants. The perfect candidate will take ownership of tasks, exhibit impeccable attention to detail and work in a team that directly services clients. After successfully training for three months, you may qualify to work remotely on select days. Please mention this feature during your interview if it is of interest.

You will be working for an entrepreneurial team with diverse revenue lines other than traditional investment management. This requires someone who is eager to learn, curious and who doesn't mind fulfilling tasks beyond their job description from time to time.

The role is part-time with the possibility of full-time employment in the future for the right candidate.

Primary responsibilities:

Maintain client database, electronic and paper files

Prepare processing and compliance documentation

Process new applications and client requests

Meeting and appointment booking

Respond to client email and phone inquiries in a timely, responsive manner and escalating to Advisor when appropriate

Keep up-to-date with compliance rules and administrative procedures

General administrative duties such as:

o Supply ordering

o Newsletter, statement and other mail outs

o Venue booking for outside office meetings/conferences

o Other duties as needed

Help with other tasks as required

Knowledge Skills, and Abilities:

Impeccable attention to detail

Strong computer skills including MS Office experience (Outlook, Excel & Word)

Ability to prioritize work flow daily and reprioritize as required adapting to changing needs of clients and advisor

Strong interpersonal, written and verbal communication skills

Ability to maintain strict confidentiality and professionalism

Experience with a Customer Relationship Management software is an asset

Education/Training

No previous training required but experience in financial services is considered an asset

Contact

Only applications with a targeted cover letter and resume will be considered. Please let us know why you feel that you are the best candidate for this position. Feel free to mention how you meet our knowledge, skills and ability requirements above.

We thank all applicants for their interest, only those selected for an interview will be contacted.

Job Type: Part-time

Pay: $26.00-$31.00 per hour

Expected hours: 20 per week

Benefits:

Company events On-site gym Tuition reimbursement
Application question(s):

How would you describe your the level of detail you exhibit in your work? Describe a time when you went above and beyond what the role required of you.
Work Location: Hybrid remote in Vancouver, BC