Administrative Assistant
2 weeks ago
Arbutus Financial Services (AFS) is a comprehensive financial services firm, serving the needs of individuals, companies, business owners, and their families. Located in Vancouver we have a thriving practice and a fun dynamic work environment with great people. We pride ourselves in holding values that are Professional, Accountable, Committed, and Thorough - this is our _PACT_. We are world class at what we do, how we treat each other and our clients, and what we contribute to our community. We take our roles seriously and enjoy a joyful team spirit, as we work together to nurture the needs and dreams of our clients. Arbutus Financial is also a proud partner of Navacord, one of Canada’s top four commercial insurance brokerages and a leader in wealth and risk management services.
**Position Summary**
This role is ideal for self-starting, personable, experienced administrators looking to take the next steps in their career paths. This position is for people who are self-motivated and flourish in a positive and fast paced environment.
**Responsibilities**
- Client service.
- Participating in client meeting preparation with financial advisors.
- Processing paperwork/follow up for investments and insurance.
- File management for physical/electronic file infrastructure.
- Managing and maintaining client database.
- Investment administration (Dataphile).
**Strengths**
- Strong organizational skills.
- Strong interpersonal/communication skills.
- High degree of accuracy and attention to detail.
- Strong Microsoft Office skills.
- Resourceful and creative in problem solving.
**Desired Experience**
- 5 years administrative experience.
- MFDA/IIROC experience is an asset.
Compensation is commensurate with experience and abilities. This includes an attractive base salary, a great work environment, benefits plan and additional individual and team recognition for commitment and performance.
**How to Apply**
**Benefits**:
- Extended health care
- Paid time off
Flexible Language Requirement:
- French not required
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Ability to commute/relocate:
- Vancouver, BC: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Are you comfortable working in an onsite setting?
- This role will be entering/processing investment transactions and paperwork which requires a high level of accuracy. When completing data entry, what is your accuracy rate %?
- How many years of wealth/insurance administrative experience do you have?
- How many years of administrative experience do you have?
Work Location: In person
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