Client Services

3 weeks ago


New Westminster, Canada View360 Insurance Advisory Full time

View360 Insurance Advisory is a growing, Insurance and Wealth Planning Firm focused on servicing business owners and high-net-worth individuals.
We are looking for a life insurance licensed Executive Assistant and client service manager.

You are professional, enthusiastic, punctual, and a positive person with excellent organizational, communication, and computer skills along with the ability to prioritize and manage a varied and complex workload. Ideally, you want full-time work, however, if you are already experienced in this field and have a proven track record, then we can be flexible - 24 hours minimum. Once you have proven your proficiency, working remotely is an option. This can be discussed and agreed upin prior to starting, and can be reviewed as needed.

**Duties and Responsibilities**:

- Providing word processing support; creating spreadsheets; maintaining client data and CRM systems; creating quality reports, presentations, and other documents
- Case preparation support to Advisor with research, financial plans, quotes
- Pulling up-to-date information off of websites to update client files prior to booked review meetings with an Advisor.
- Assist in the execution of our client service and care strategy.

**Skills and Qualifications**:

- Financial/ Insurance Industry experience required
- Great interpersonal skills
- Sunny disposition, good energy, a healthy balanced lifestyle, and you take pride in what you do.
- Excellent command of the English language, both verbal and written. Strong communication skills are a must
- High level of efficiency with exceptional attention to detail, ability to effectively prioritize tasks
- Strong time-management and organizational skills
- A high level of discretion and confidentiality is required. For both our business as well as our clients' affairs.
- Strong MS Office skills (Word, Excel, Outlook, Powerpoint) and strong computer literacy
- Excellent teamwork skills complemented by the ability to work well independently.
- Excellent typing skills
- Core work hours Monday-Friday between 9:30 am-4:30 pm
- Hourly wage is based on years of industry experience and holding a valid life insurance license

**Job Types**: Full-time, Part-time
Part-time hours: 24 per week

**Salary**: $27.00-$40.00 per hour

**Benefits**:

- Casual dress
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Flexible schedule
- Life insurance
- On-site parking
- Paid time off
- Profit sharing
- Wellness program
- Work from home

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

COVID-19 considerations:
We are taking all necessary precautions. We can discuss our procedures with shortlisted applicants

**Experience**:

- Life insurance and financial services industry: 1 year (required)

Licence/Certification:

- Life Insurance License (required)
- Mutual funds license (preferred)

Work Location: Hybrid remote in NEW WESTMINSTER, BC

Application deadline: 2023-03-20
Expected start date: 2023-03-27



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