Financial Services Administrator
2 weeks ago
Full or part-time Financial Services administrator needed to work closely with our Financial Service Team. We are looking for a client‐focused administrative professional who would like to contribute to our success by providing support and administrative duties as well as enhance our overall client experience. Certification or credentials in the Financial Industry is an asset.
**Responsibilities**:
- Produce and file client data including correspondence with a high level of accuracy and professionalism
- Maintain digital files and CRM database
- Meet and/or exceed client needs and expectations through efficient and effective client service
- Responsible for client service requirements as directed
- Assist with the creation, organization, preparation, and implementation of marketing and prospecting programs
**Knowledge, Skills and Abilities**
- Excellent oral and written communication skills
- Excellent computer, administrative, time management, and organizational skills
- Ability to follow procedures and systems
- Detail-oriented, organized, observant, resourceful, efficient, and willing to learn
- Integrity, honesty, confidentiality working with private and sensitive information
- Self-motivated, able to work with minimum supervision and take ownership of assigned tasks
**Requirements**:
- Experience in a similar administrative role is a definite asset
- Proficient in Microsoft Office Suite (Word, Outlook, Excel, PPT)
- Experience using CRM software, adaptable to new programs
- Team centered, driven and self‐motivated
**Compensation**
- Commensurate with experience
**Job Type**: Part-time
Part-time hours: 20-30 per week
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Burnaby, BC: reliably commute or plan to relocate before starting work (required)
Work Location: One location
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