Administrative Assistant

3 weeks ago

Vancouver, Canada Financial Confidence Advisors Inc. Full time

**Job description**

We are a boutique financial services firm located in downtown Vancouver specializing in business continuity, estate maximization and legacy planning utilizing life insurance strategies. Our growing firm is looking for someone who is a team player, personable, motivated and ready to take on a new challenge.

**FIRST PRIORITY OBJECTIVES**:
**Support Financial Planner in the following ways**:

- Schedule 6-8 client meetings each per week
- Schedule 1 Center of Influence meeting each per week
- Maintain a tracking and follow-up system
- Provide daily and weekly communication with advisor
- Manage calendar
- Assist with file preparation for all client meetings
- Focus on cost effective use of time, technology and resources
- Prepare client engagement and non-disclosure forms

**ADMINISTRATIVE DUTIES**:

- Make restaurant and boardroom reservations when necessary
- Update CE credits
- Renew life insurance licenses and memberships
- Renew Errors and Omission coverage
- Maintain up-to-date and accurate files of hard copy documents and correspondence
- Sort all credit card receipts and submit expense report
- Deal with advisor's IT issues
- Update all contact records in the CRM

General Administrative Duties
- Order all office supplies/retrieve mail/scanning/filing
- Other duties as assigned (e.g. ordering floral arrangements, coffee runs)

**MARKETING SUPPORT**:

- Plan periodic seminars with presentations on corporate-related insurance or investment planning
- Secure and organize suitable event locations
- Prepare and manage guest invitations & confirmations
- Send out Christmas cards, birthday cards, bereavements cards and calendars
- Mass mailings (Blog post and other articles)

**TRAVEL ARRANGEMENTS**:
- Coordinate all travel arrangements including flights, car rentals and accommodations
- Manage any changes made to travel plans
- Prepare travel itinerary and confirm all travel details in writing
- Coordinate conference/workshops/meetings while advisors are travelling
- Register advisors for all relevant conferences

**INTERPERSONAL & LEADERSHIP DEVELOPMENT**:

- Develop relationships with management and administrative staff
- Contribute to organizational teamwork by working collaboratively with staff and communicating openly

**MEETING SUPPORT**:

- Assist Sales Support with the compilation of life insurance and investment reporting
- Ensure meeting agendas and any supporting materials are well-prepared
- Help design PowerPoint presentations for client meetings

**Job Types**: Full-time, Permanent

**Salary**: $45,000.00-$60,000.00 per year

**Job Types**: Full-time, Permanent

**Salary**: $45,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Paid time off
- RRSP match
- Vision care

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Application question(s):

- Are you Canadian Citizen or Permanent Resident?

**Experience**:

- administrative assistant: 1 year (required)

Work Location: In person

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