Job Description

2600031

POSITION OVERVIEW

You will be part of dedicated, professional financial advisory team who focuses on building life-long relationships with clients and making a meaningful difference in the lives of others. You will provide assistance and oversight in the specific areas of Office & IT Management, Client Experience, Branding and Marketing.


POSITION PARAMETERS

Work Days: Monday through Friday Work Hours: 9:00 am - 2:30 pm Work Location: In Office Hourly wage: $30 to start
POSITION DESCRIPTION

OFFICE AND TECHNOLOGY MANAGEMENT

? Proactively oversee all aspects of general office administration, including filing, tracking and ordering supplies, maintaining printer and other office equipment.

? Warmly greet visitors (clients, vendors, strategic partners) when they arrive at the office

? Coordinate, organize, and keep up to date hardcopy and digital filing

? Manage, track & order office supplies as needed

? Assist and coordinate hardware & software upgrades or additions, including team training

? Assist team members with basic IT support and liaise with vendors to resolve technical issues as required



CLIENT SERVICE EXPERIENCE

? Manage client service requests including EFTs, electronic deposits and withdrawals, account transfers, account updates.

? Administer account openings, transfers, and updates

? Prepare reports for client meetings

? Respond promptly to client service requests and resolve issues efficiently

? Escalate problems/client service issues and bring to the attention of other team members as required


BRANDING AND MARKETING


? Coordinate various aspects of client appreciation events, educational workshops & other events

? Assist with social media posts and website revisions.

? Ensure branding and marketing compliance in collaboration with Raymond James

? Work with the marketing team on campaigns and initiatives



POSITION REQUIREMENTS

QUALIFICATIONS AND ATTRIBUTES

3+ years of office management or executive assistant experience Experience in the financial services industry an asset Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) Meticulous attention to detail and accuracy Strong organizational, multi-tasking, and prioritization skills Well-developed problem-solving abilities to identify issues, generate solutions, and troubleshoot effectively Solid work ethic with a reliable, personable, and professional demeanor Excellent oral, written, and interpersonal communication skills Ability to thrive in a dynamic, fast-paced environment Caring attitude with genuine compassion and dedication to client service Well-developed problem-solving skills sufficient to identify problems, generate solutions and trouble-shoot
Interested candidates are invited to forward their cover letter and resume to erin@sophiafinancial.ca

Job

Wealth management

Primary Location

CA-BC-Vancouver-Vancouver

Organization

PCG IFS

Schedule

Part-time