Administrative Assistant

3 weeks ago


Vancouver, Canada Sun Life Financial Full time

We are a growing Client focused financial planning firm that enables individuals to focus on their passions while we focus on their investments, insurance, taxes and other financial matters. We pride ourselves in educatiing, empowering and lifting up future generations to take control of their finanical future. Currently, we have a part-time hybrid/remote opportunity for an Assistant to our Financial Planning Practice. We are looking to fill the role as soon as possible, with someone who wants to grow with our team, and open to full time in the future.

What your impact will be
- Process financial transactions.
- Set up client meetings, prepare documents for meeting and send follow ups.
- Help with the paperwork required for account opening and transfers.
- Ensure all the forms are correct and submitted in a timely manner.
- Conduct Compliance reviews for files and business transactions
- Data entry/track/update of our clients, leads, events, etc.
- Maintain online client files.
- Interacting with clients to ensure their needs are met.
- Interact with financial companies.

What we are looking for
- Customer service experience.
- Experience assisting a Business Professional or Finanical team in Canada
- Intermediate level in Excel and Word.
- Basic understanding of using a CRM (client resource management system)
- Team Player and willing to develop through education and experience.

Required
- At least ONE year of experience of working as an assistant to a Professional in Canada.
- Customer service experience.
- Passion for Helping others
- Desire to learn and grow

About the job:

- Flexible hours
- 50-75% remote
- Bonus incentives
- Community Events

**Job Types**: Part-time, Full-time, Freelance, Permanent
Part-time hours: 24-30 per week

**Salary**: $19.00-$22.50 per hour

**Benefits**:

- Company events
- Flexible schedule
- Work from home

Schedule:

- 4 hour shift
- 8 hour shift
- Day shift
- No weekends

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Vancouver, BC: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

**Experience**:

- Front desk: 1 year (preferred)
- Administrative experience: 1 year (required)

Work Location: Hybrid remote in Vancouver, BC



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