Financial Services Administrator
2 weeks ago
Blackburn Davis Financial is a boutique Financial Planning Firm focused on delivering exceptional client service. We’re seeking a motivated person with a positive attitude to fill an **Administrative Assistant** (insurance and investment) role on our team. Our office environment is one that suits a dynamic, self-motivated individual who wants their contributions to be recognized and who enjoys working independently but as a valued member of a close-knit team.
**Responsibilities**:
- Ensure our office runs smoothly and clients’ account servicing needs are met. This might involve preparing files for meetings and/or processing client transaction requests post-meetings
- Ensure the integrity of our accounts and quickly identify and resolve any outstanding issues or concerns
- Ensure that critical deadlines are met and that tasks are completed effectively
- Communicating with our clients in a positive, helpful, and proactive way
- Communicating with various suppliers, coordinating with clients’ accountants, and ensuring advisors are aware of any details that need their attention
- Maintain the use of systematized processes, filing systems, and customer relationship management tools
- Provide accurate Word, Excel and Adobe support by composing and/or editing a variety of documents, spreadsheets and presentations
- Provide back-up and support to other team members
- Staying organized and keeping our advisors organized by implementing and adhering to our current processes and systems
- Proactively looking for ways to improve our current processes and enhance our client’s experience
**Qualifications**:
- Related post-secondary education
- Strong attention to detail and ability to prioritize
- Excellent interpersonal skills and organizational skills
- Strong verbal and written communication skills
- Proficient with Microsoft 365, Adobe, CRM
- Self-starter who is customer service-oriented and can work with minimum supervision
- Related industry experience strongly preferred
**Working Conditions**:
- Blackburn Davis Financial offers a flexible work environment in a private office setting
We offer a competitive total compensation package including a bonus program, a comprehensive benefits package, and the opportunity for personal development and growth.
**Salary**: $48,000.00-$56,000.00 per year
**Benefits**:
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- RRSP match
- Vision care
Schedule:
- Monday to Friday
**Experience**:
- financial or insurance office: 1 year (preferred)
Work Location: In person
Application deadline: 2024-04-05
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