Assistant (Financial Planning Office)
2 weeks ago
**Key Parts of the Job**:
- Previous experience in financial services (IIROC firm) would be an asset but is not required.
- Main jobs: assist financial planners with financial planning reports & preparation of tax documentation; help answer client questions, participation in office staff meetings & client events.
- Occasionally provide administrative support/coverage when office manager is away.
- Experience with iMacs, CRM software, digital office concept, video conferencing is required.
- Securities and/or insurance licence is a benefit but is not required to apply.
- Tax preparation services may be part of the job but will be discussed.
- be very organized
- be confident
- have an open mind and be willing to learn new things
- be able to work independently
- have a minimum High School diploma and preferably some post-secondary education
- be flexible and able to work as part of a team
- have some client service experience
- possess basic math skills
It goes without saying that the successful applicant will be honest, trustworthy and maintain strict confidentiality at all times.
**Job Types**: Full-time, Permanent
**Salary**: From $25.00 per hour
**Benefits**:
- Extended health care
Schedule:
- No weekends
Ability to commute/relocate:
- Comox, BC V9M1R9: reliably commute or plan to relocate before starting work (required)
**Language**:
- English (required)
Work Location: In person
Application deadline: 2023-06-30
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