Administrative Assistant
10 hours ago
Christianson Financial Limited is a dynamic and rapidly growing firm that goes beyond traditional Financial Planning and Investment Management. We are dedicated to securing our clients' financial well-being through sophisticated planning strategies and personalized investment solutions. Our commitment to excellence has fueled our exceptional growth over the past decade. We passionately believe the relationship between client and Advisor is built on a high level of trust, fostering lifelong partnerships that help clients meet and exceed their complex financial goals. For over ten years, the Christianson Financial Team has successfully guided our clients to achieve remarkable financial freedom through our advanced planning techniques and tailored wealth management strategies.
As we continue to expand and elevate our services, we are now looking to add to our amazing client-focused, tight-knit team of professionals who share our vision for growth and excellence in financial planning.
**ADMINISTRATIVE ASSISTANT - CLIENT EXPERIENCE - FULL TIME**
If you thrive in a fast-paced environment and are eager to contribute to a tight-knit team, we would love to hear from you
Key Responsibilities:
- Responsible for Calendar Management
- Interact with clients to schedule appointments and obtain information as required
- Receive inbound calls and providing information to clients or directing calls to the appropriate team member
- Document Preparation and Processing
- Prepare document packages as directed by the Client Experience Leader and Financial Advisors
- Complete document preparation for Know Your Client updates for clients to ensure regulatory and compliance details met
- Process documents as directed by the Client Experience Leader and Financial Advisor Team
- Prepare client files (agendas and financial details) for the Financial Advisor Team in advance of appointments in partnership with the Client Experience Leader
- Provide creative support to the Client Experience Leader and Financial Advisor Team, executing transactions as directed and completing assigned projects
- Maintain the integrity of client documents, focusing on quality service will be essential
- Champion process streamlining
Qualifications:
- Previous administrative focused experience in Securities, Insurance, Financial Planning and/or banking experience would be considered a significant asset
- Minimum two years client service/admin experience
- Advanced Computer Competency (MS Office, CRM software, Database Navigation)
- Proven ability to multi-task and effectively prioritize
- Proven track record of Extraordinary Organizational skills and systems
- Excellent time management and organizational skills
- Professional Business Communication (written and verbal skills)
- Solid client service, financial mindset
- Must like dogs
Pay: $21.00-$25.00 per hour
Expected hours: 37.5 per week
Additional pay:
- Bonus pay
**Benefits**:
- Paid time off
Flexible language requirement:
- French not required
Schedule:
- 8 hour shift
- Monday to Friday
**Education**:
- Secondary School (preferred)
**Experience**:
- Administrative experience: 2 years (preferred)
Work Location: In person
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