Our practice is located in downtown Vancouver. We provide a full range of financial products and services to professionals, business owners, and retirees in the Vancouver area and have been in practice for more than 13 years.

Position Summary

1) Administrative: Filling out documents via Docusign and Salesforce

2) Practice Management - Curate emails, schedule clients, calendar planning

3) Enhance Client Experience: provide a customized service to existing clients - celebrate milestones, organize events/lunches, improve client experience.

Responsibilities

· Receive client inquiries on behalf of the Advisor and determine appropriate course of action (with support and guidance). This may include proactively investigating and resolving client problems and recording the nature of the inquiry and advising the Advisor.

· Contact clients and schedule appointments for the Advisor.

· Processing/reviewing daily business transactions regarding client accounts and managing/updating client databases;

· Preparing and maintaining client files, and meeting notes;

· Managing/updating client databases;

· Support client events by booking sites and sending marketing material to clients and prospects.

Qualifications

· Administration Diploma or other Postsecondary degree in a relevant discipline or equivalent experience;

· Minimum 3 years administrative experience preferably in the financial services industry;

· Strong computer skills with the Office 365 (Outlook, Teams, Word, Excel, Power Point);

· Customer service orientation with a demonstrated ability to interact professionally with clients; both in a virtual environment and in person;

· Discretion and ability to organize and prioritize multiple tasks under tight deadlines.

Other Information

· This is a full-time position offering a compensation range of 55K-65K/year

· Flexible schedule

· Hybrid Office + Work from home available

• Apply via linkedin or submit your resume and short cover letter to [email protected]