Job Description

Administrative Assistant

We are a fast-paced, growing Financial Services office located in Burnaby and Coquitlam and are seeking an assistant to work closely with our Financial Advisors as part of our administrative team. We are looking for a client?focused administrative professional with experience working in a busy office with excellent organizational skills and a keen strong attention to detail.

Duties may include:

Maintaining and updating Equisoft CRM, databases and tracking systems

Reviewing, preparing and following up with applications, transfers, and supporting documentation

Producing and filing client data including correspondence with a high level of accuracy and professionalism

Meeting and/or exceeding client needs and expectations through efficient and effective client service

Assisting the management team with various projects and assignments

Helping other staff with various office duties such as reception, filing, and administrative tasks

Skills and Abilities

Excellent oral and written communication skills

Courteous, friendly and patient telephone and email techniques

Excellent computer, administrative, and organizational skills

Ability to follow procedures and systems

Self-motivated, able to work with minimum supervision and take ownership of assigned tasks

Requirements

Two or more years experience in an office environment

Proficient in Microsoft Office, (Word, Outlook, Excel, PPT), One-Drive, Teams

Strong time management skills, particularly the ability to prioritize multiple tasks

Close attention to detail, organized, observant, resourceful, efficient and willing to learn

High level of integrity, honesty, and confidentiality working with private and sensitive information

Experience using CRM software and adaptable to new programs

Team-centered, driven and self?motivated

Compensation

Commensurate with experience

Job Types: Full-time, Part-time

Pay: $19.00-$23.00 per hour

Application question(s):

Are you able to commute or relocate to the Burnaby or Coquitlam areas? Do you have any experience with Life Insurance, Mutual Funds Investments, or Financial Planning? How many years experience do you have working in an office environment?
Work Location: In person