Administrative Assistant

5 months ago


Chilliwack, Canada NextLevel Financial Full time

**Job Summary**

We are an independent Financial Planning Firm; in Chilliwack since 1994. Our main focus is overall Financial Planning and service to clients.

Our clients use the following products and services:

- Financial Planning
- Tax planning
- Mutual Funds
- ETFs
- Exempt Market Products
- Insurance
- Mortgages
- Personal Tax Preparation

**We are currently seeking an Administrative Assistant to work with a team of staff and advisors.**

You will need to be very detail oriented, logical and organized, learn fast, have good problem solving skills and be able to work well with others.

**Primary Responsibilities**
- Prepare and track forms and documents as requested (Tax Forms, Investment, Life & Health Insurance, address/bank changes, etc.)
- Completing Online/Financial trades and tracking
- Assist in specific projects as required
- Various clerical duties
- Client communication and service

**Qualifications**
- Previous or current Financial Services experience is an asset and will be prioritized
- Minimum 1 year experience in Office Administration
- Solid oral and written communication skills
- Able to work positively with a team
- Attention to detail and accurate with numbers
- Organized but flexible to take on new tasks of greater priority
- Self-directed and able to complete task with limited supervision
- Maintain staff and client confidentiality
- Computer knowledge, and experience with Microsoft Word, Excel and CRM Systems
- Financial Services/Investment Industry experience an asset
- Previous Tax Prep Experience would be an asset, but not essential
- Existing licensing/experience preferred (Mutual Funds, Life Insurance, Tax Preparation, etc.) but may not be required initially
- Full time position, must be able to work Monday-Friday 8am-4pm

We offer a progressive compensation structure with benefits (WSA - Health & Wealth Spending Account, RRSP, additional Sick Time). Opportunity for additional training, licensing and career/wage progression.

Starting wage will be $25/hr and UP, depending on qualifications and experience.

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

**Salary**: $25.00-$30.00 per hour

Schedule:

- Day shift
- Monday to Friday

Work Location: In person



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