Job Description

Are you an organized and reliable administrative assistant? Do you enjoy improving client relationships and services? We may have the perfect role for you!

ABOUT OUR CLIENT

Impact Recruitment have partnered with a financial services firm to help them to secure a great new addition to their team. Our client are a well-respected boutique financial planning and educational company.

ABOUT THE OPPORTUNITY

The successful candidate will work alongside a senior financial advisor in an effort to further improve the value, service, and relationship being created for clients and assisting them in achieving their objectives.

ABOUT THE POSITION

The main roles and responsibilities of the role include:

• Maintenance and continuous updates to confidential client notes, files, and client database
• Establishing new processes and improving existing ones to ensure that a high level of client service is maintained
• Assisting in day-to-day activities such as processing investment and insurance paperwork, client case preparation, and other supporting activities for the advisor
• Active tracking and follow up on tasks, pending cases, or outstanding requirements
• Responding to general client inquires professionally, accurately, and in a timely manner
• Document client interactions
• Adhere to firm and regulatory policies surrounding client accounts
• Other duties as assigned

THE REQUIREMENTS

• 2 - 3 years of work experience with administration in a professional environment
• Ability to work independently and as part of a team
• Strong attention to detail and good organizational skills
• Excellent communication skills
• Proficient in MS Word, Excel, PowerPoint, and Outlook
• Motivated, enthusiastic, and hard working

COMPENSATION

• $46,000 - $52,000 based on experience.
• Remote / Hybrid working opportunities

HOW TO APPLY

Please apply directly to this posting with the most recent version of your resume. If you would like to speak with us regarding this position, please contact Laoise Ni Dhonnchu at: 604 689 8687 ext. 2004 or email ldhonnchu@impactrecruitment.ca. To learn more about our open positions, visit us at .

ABOUT IMPACT RECRUITMENT

Specializing in a wide variety of industries and recruitment verticals, Impact Recruitment is passionate about matching exceptional talent with exciting new opportunities. For job seekers, we offer a dedicated approach to finding the right opportunity for your career growth.

The Certified Candidate system by Impact Recruitment is designed to ensure your next career move is the right one. We take the time to thoroughly understand your technical abilities, your career goals, and you. Become a Certified Candidate and enjoy a better recruitment experience with Impact. Learn more at impactrecruitment.ca.

Privacy and confidentiality are important to us; as such all applications are kept strictly confidential. We will not share your information with anyone without your prior approval. While we will only be considering qualified applicants for this position, if you are interested in pursuing an alternate career path, we would certainly be happy to speak with you about opportunities that fit your profile.

IMP07