Part-time Administrative Assistant
4 days ago
Value Partners Investments manages approximately $3.8 Billion of assets for clients across Canada. VPIC (Value Partners Investments Counsel) Saskatchewan focuses our efforts mainly in Southwest Saskatchewan, but we do have clients from British Columbia to Nova Scotia. As part of VPIC, we are a boutique financial planning and portfolio management firm located in Swift Current, Saskatchewan that has an immediate opening for a Part-time Administrative Assistant. You are someone who is full of life, conversationally smooth, and mature. We are looking for a pro-active organizer with a keen eye for detail. Someone with character and integrity first, skills second.
We are looking for a customer service expert able to design, maintain and deliver high service levels to our client family. We are looking for a true people person, with a sixth sense for keeping our office in tip top shape. You should have experience in an office setting, help us keep our files in order and our database current. You will bring great energy and patience with you, overseeing all administrative functions and in helping organize us. Working part time from our unique small office, you will also be part of a growing national company with over fifty people. We have been in business for decades and most of our clients have been with us decades as well. We love what we do and the wonderful families we get to work with. You should be a service and systems expert who needs a daily fix of customer feedback, be great on the phone, and enjoy customer service Drive Systemized customer satisfaction. Consistent service delivery solving customer needs, preventing service issues, uncovering hidden problems. Prepare paperwork for meetings. Process it and follow up afterward.
You have a strong desire to help people, you would enjoy joining a team where our best days come from knowing we have helped our clients live their fullest life. Our job can be technical and precise, but our joy comes from supporting our exceptional client base, whom we’ve built close trusted relationships with. They know that their aged parents are taken care of, their children can afford an education, the causes that are close to their heart are provided for, and that they can retire and enjoy their lives without constantly worrying about money. In short, we solve problems, not create them for our clients.
We're looking for someone to support our small team. We're looking for a truly mature minded person to grow with us for many years to come. Are we talking to you yet?
**Responsibilities**
- General Administration (45%)
- Provides front-line assistance by being the first point of contact for Clients.
- Assure compliance with office / admin related documents, process & procedures
- Answer telephone and electronic enquiries and relay telephone calls and messages
- Provide assistance in tracking and paying office expense and submitting required receipts to accounting
- Provide assistance in tracking professional development and professional licences
- Compiling data for client meetings semi annually
- Co-ordinating live client presentations and events
- Assisting in monthly client communications through Constant Contact.
- Investment Processing (45%)
- Process banking, address, beneficiary, and other noninvestment change requests for clients.
- Handling telephone inquiries from clients regarding investment accounts
- Maintain records, correspondence, develop and upkeep of online files
- Individual letters & mass mailings to clients.
- Maintaining client data base
- Schedule Appointments for clients
- Document Filing and Management
- Other miscellaneous duties and special projects as assigned (10%)
- Liaison between clients & insurance companies regarding policies; outstanding requirements, bank changes. Dealing with quotes for new Group Plans and queries from existing clients
**Qualifications**
**Education & Experience**
- Minimum grade 12 is required.
- 2-5 years directly related experience required.
- Previous financial administration experience preferred.
- Experience scheduling and coordinating meetings.
- Experience recording and preparing minutes and agendas.
**Technical Knowledge**
- Experience in an administrative assistant capacity
- Above average math skills
- Above average keyboarding (accuracy)
- Excellent letter writing (grammar) skills
- Knowledge of office procedures and ability to learn use of a proprietary client relationship management
system.
- Understanding of MS Office suite, especially Word and Excel
**Skills & Abilities**
- Strong listening skills & the ability to follow through
- Must have exceptional organizational skills with the ability to time manage
- Strong client service orientation with the ability to build collaborative working relationships based on
mutual trust to meet goals
- Advanced organizational skills, adept at managing and prioritizing multiple tasks with competing
deadlines
**Job Type**: Part-time
**Salary**: $16.00-$21.00 per h
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