Executive Support Associate
6 months ago
**Executive Support Associate**
Location: Victoria, BC
time and type: Full time
Working Arrangement: Hybrid
Job Industry: Financial Services, Insurance
Schedule: Regular schedule 8:30 am to 4:30 pm*
- There may be times when additional work beyond the normal work-day is required
**About Us**:
Redcliffe Financial is a well-established financial services firm, providing trusted advice to employers in delivering exceptional group benefits and group retirement savings programs to employees. Our commitment to personalized service sets us apart in the industry.
**Position Overview**:
If you are looking for a long-term career in financial services, this position is for you. This is a fantastic long-term opportunity to learn the financial services business, grow your skills, and join a growing business. This role may have the potential to grow into an Associate Financial Advisor if that is of interest to you.
This is a unique opportunity for those with the right skills to obtain the LLQP license. Should you not already have this requirement, _Redcliffe Financial will cover the cost of an accredited education provider for the Harmonized LLQP course, as well as the exam and licensing fees_.
**What you will do**:
**Primary Responsibilities**:
**Support the President**:
- Act as the primary point of contact for the President, handling inquiries and requests with professionalism and confidentiality.
- Manage complex calendars, schedule meetings, and coordinate travel arrangements.
- Prepare and edit correspondence, communications, presentations, reports and other documents with a keen eye for detail and accuracy.
- Conduct research, compile data, and prepare reports for consideration and presentation by the President.
- Attend meetings and record minutes.
- Assist in planning and organizing company events, conferences, seminars and client meetings.
- Perform research and gather data to support executive decision-making.
- Collaborate with various teams to ensure seamless communication and workflow.
- Handle other ad-hoc administrative tasks as needed.
**Secondary Responsibilities**:
**Support the Advisors**:
- Work closely with team members to successfully manage and support the firm’s in-force block of business
- Review and gather data needed for quoting and for the installation of new business or amendments to existing business
- Manage target dates with Advisors with respect to implementation of new business and/or renewals and plan design changes for existing business
- Provide sales support to Advisors during/after installation of new and amended plans
- Provide administrative support for Advisors
- Schedule appointments and meetings for Advisors
- Draft written or electronic communications on behalf of advisors
- Prepare for client-Advisor meetings
- Work with Advisors on client plans/reports
- Attend and record some client-Advisor meetings
- Understand Advisor wants and needs and take action to exceed them
- Support campaigns, initiatives and ad-hoc projects as determined by the leadership team
**Service the Clients**
- Interface directly with clients and plan members throughout customer lifecycle
- Respond to and resolve client requests and support inquiries
- When unable to resolve client requests, introduce the appropriate Advisor for assistance
- Assist clients with establishing new accounts and managing existing accounts
- Notify clients about new or changes to products or services
- Continually provide follow-up and feedback to clients to ensure resolution
- File and organize client documents
- Maintain databases of client information
- Ensure that regulatory rules are being followed
**Perform Administration**
- Utilize software for administrative and technical projects
- Prepare necessary materials for reports, meetings and presentations
- Use knowledge of company operations to communicate with stakeholders inside and outside the company
- Maintain filing system, including confidential data and ensure records are accurate and up-to-date
- Perform general office duties, such basic bookkeeping work
- Perform filing and retrieving of records, documents, and reports
- Maintain and organize records
- Maintain accuracy, confidentiality, privacy, and integrity at all times
- Share ideas with team members that could improve service delivery and processes
- Actively participate in team meetings and share feedback in a constructive manner
**Who you are**:
**Your Hard Skills and Qualifications**:
- A post secondary degree or diploma
- 2+ years of experience in an executive support or administrative role
- Strong computer skills and a solid ability to learn new software systems
- Excellent Microsoft Office skills, including Outlook, Word, Powerpoint, Excel and OneNote
- Professional fluency in English
**Your Soft Skills and Character Traits**
- You are a savvy communicator and meticulous with details
- You have superior oral and written skills and are an effective listener
- You have an optimistic o
-
Associate Executive Assistant
5 months ago
Victoria, Canada Aboriginal Coalition to End Homelessness Society Full timeThe Aboriginal Coalition to End Homelessness Society (ACEH) seeks an Associate Executive Assistant (AEA) to support the executive team, including the Executive Director (ED), Associate Executive Director (AED), and Executive Assistant (EA). As the AEA, you will provide comprehensive administrative support to the executive team and serve as a key liaison...
-
Airport Ground Support Specialist
1 week ago
Victoria, British Columbia, Canada Executive Aviation Full timeUnlock Your Potential in AviationWe are seeking a highly motivated and reliable individual to join our team as an Airport Ground Support Specialist at Executive Aviation in Victoria International Airport (YYJ). This part-time opportunity reports directly to an experienced Shift Lead.About the RoleThis role involves providing ground service support to...
-
Warehouse Stocking Associate
1 week ago
Victoria, British Columbia, Canada Canadian Tire Associate Store # 0365 Full timeJob Title:Warehouse Stocking AssociateAbout the Role:We are seeking a highly motivated and detail-oriented Warehouse Stocking Associate to join our team at Canadian Tire Associate Store #0365. As a key member of our inventory management team, you will be responsible for maintaining a clean and organized store environment by stocking shelves, processing...
-
Airport Ground Support Specialist
2 weeks ago
Victoria, British Columbia, Canada Executive Aviation Full timeWe are seeking a reliable and flexible Airport Ground Support Specialist to join our team at Executive Aviation in Victoria International Airport.This role is perfect for individuals who enjoy working in a fast-paced environment, have excellent communication skills, and are able to work independently as well as part of a team.About the RoleThe successful...
-
Aviation Support Specialist
1 week ago
Victoria, British Columbia, Canada Executive Aviation Full timeWe are seeking a highly motivated and detail-oriented Ground Handler to join our team at Executive Aviation in Victoria International Airport.As a Ground Handler, you will play a critical role in ensuring the smooth operation of airport ground services. Your responsibilities will include:Ensuring airline procedures are followed in accordance with Transport...
-
Administrative Support Associate
5 months ago
Victoria, Canada Lowe's Full time850 Langford Pkwy, Victoria, BC V9B 2P3 By joining the RONA family, you’ll enjoy many benefits, such as: - An inclusive and safe working environment - Promotion of work-life balance - Exclusive employee discounts - Benefits: insurance (certain conditions apply), annual salary review, etc. - Opportunities for advancement within the company - An employer...
-
HR Administrative Support Associate
5 months ago
Victoria, Canada Rona Inc. Full time**We have an administrative - HR position available within a dynamic retail environment.** Are you seeking a significant challenge and have experience in human resources, payroll, and administration? Our vibrant **RONA Langford** located at 850 Langford Pkwy is seeking for an Administrative and HR Support Associate to make a difference in providing internal...
-
Executive Support Specialist
2 weeks ago
Victoria, British Columbia, Canada Arctic Spas Vancouver Island Full timeJob Title: Executive Support SpecialistWe are seeking a highly organized and detail-oriented Executive Support Specialist to join our team at Arctic Spas Vancouver Island.Company OverviewAt Arctic Spas Vancouver Island, we pride ourselves on delivering exceptional customer service and support. As an Executive Support Specialist, you will play a vital role in...
-
Executive Support Specialist
1 week ago
Victoria, British Columbia, Canada IMM Recruitment Ltd Full timeJob DescriptionWe are seeking an experienced Executive Support Specialist to join our team at IMM Recruitment Ltd. This is a full-time position that requires the ability to work in a fast-paced environment and provide exceptional support to our executives.ResponsibilitiesScheduling and Coordination: Arrange and coordinate seminars, conferences, and meetings...
-
Operations Manager
5 months ago
Victoria, Canada Executive Aviation Full timeExecutive Aviation is excited to announce that we are looking for an Operations Manager to join our team at the Victoria Airport (YYJ)! Do you enjoy people management and helping promote team member growth? Do you thrive in a fast-pace, goal-oriented environment? Do you consider yourself to be safety conscious? Do you enjoy working with deadlines, and do you...
-
Ground Handler
3 months ago
Victoria, Canada Executive Aviation Full timeAre you ready to take off and start a new and exciting career in the aviation industry? If so, we want to chat with you! Do you love airplanes? Are you a strong team member and enjoy the satisfaction of completing tasks under tight deadlines? Would you say that going above and beyond is in your DNA? Do you love to travel and want to travel even more at...
-
Ground Handler
5 months ago
Victoria, Canada Executive Aviation Full timeAre you ready to take off and start a new and exciting career in the aviation industry? If so, we want to chat with you! Do you love airplanes? Are you a strong team member and enjoy the satisfaction of completing tasks under tight deadlines? Would you say that going above and beyond is in your DNA? Do you love to travel and want to travel even more at...
-
Ground Handler
5 months ago
Victoria, Canada Executive Aviation Full timeAre you ready to take off and start a new and exciting career in the aviation industry? If so, we want to chat with you! Do you love airplanes? Are you a strong team member and enjoy the satisfaction of completing tasks under tight deadlines? Would you say that going above and beyond is in your DNA? Do you love to travel and want to travel even more at...
-
Ground Handler
5 months ago
Victoria, Canada Executive Aviation Full timeAre you ready to take off and start a new and exciting career in the aviation industry? If so, we want to chat with you! Do you love airplanes? Are you a strong team member and enjoy the satisfaction of completing tasks under tight deadlines? Would you say that going above and beyond is in your DNA? Do you love to travel and want to travel even more at...
-
Ground Handler
6 months ago
Victoria, Canada Executive Aviation Full timeAre you ready to take off and start a new and exciting career in the aviation industry? If so, we want to chat with you! Do you love airplanes? Are you a strong team member and enjoy the satisfaction of completing tasks under tight deadlines? Would you say that going above and beyond is in your DNA? Do you love to travel and want to travel even more at...
-
Ramp Coordinator
5 months ago
Victoria, Canada Executive Aviation Full timeDo you love airplanes? Are you a strong team member and enjoy the satisfaction of completing tasks under tight deadlines? Would you say that going above and beyond is in your DNA? Do you love to travel and want to travel even more at discounted rates? Does the opportunity to provide ground service support to some of Canada’s best airlines appeal to you?...
-
Executive Support Specialist
1 week ago
Victoria, British Columbia, Canada IMM Recruitment Ltd Full timeAbout the RoleWe are seeking an Executive Support Specialist to join our team at IMM Recruitment Ltd. In this role, you will provide high-level administrative support to senior executives, ensuring seamless day-to-day operations.Key ResponsibilitiesCoordinate meetings and appointments for senior executivesPrepare and distribute meeting materials, reports,...
-
Customer Service Agent
5 months ago
Victoria, Canada Executive Aviation Full timeAre you ready to take off and start a new and exciting career in the aviation industry? If so, we want to chat with you! Our operation in Victoria is taking flight and provides our team members with an amazing opportunity to work with one of our many different airline partners! In Victoria you will be a part of an amazing team of customer service...
-
Customer Service Agent
2 months ago
Victoria, Canada Executive Aviation Full timeAre you ready to take off and start a new and exciting career in the aviation industry? If so, we want to chat with you! Our operation in Victoria is taking flight and provides our team members with an amazing opportunity to work with one of our many different airline partners! In Victoria you will be a part of an amazing team of customer service...
-
Ground Handler
6 months ago
Victoria, Canada Executive Aviation Part timeAre you ready to take off and start a new and exciting career in the aviation industry? If so, we want to chat with you! Do you love airplanes? Are you a strong team member and enjoy the satisfaction of completing tasks under tight deadlines? Would you say that going above and beyond is in your DNA? Do you love to travel and want to travel even more at...