Current jobs related to Financial Operations Coordinator - Halifax, Nova Scotia - Perspective Financial Group Ltd
-
Financial Operations Coordinator
1 week ago
Halifax, Nova Scotia, Canada Dalhousie University Full timeJob SummaryThe Faculty of Computer Science at Dalhousie University is seeking a highly organized and detail-oriented Payroll & Finance Coordinator to support the department's financial operations. The successful candidate will work closely with the Director of Finance to ensure the accuracy and efficiency of payroll, finance, and human resource functions.Key...
-
Financial Coordinator
3 weeks ago
Halifax, Nova Scotia, Canada Dalhousie University Full timeJob SummaryThe Department of Family Medicine at Dalhousie University is seeking a highly skilled Financial Assistant to perform day-to-day financial activities for the operating accounts of the department. Reporting to the Financial Manager, this role will be responsible for maintaining the department's financial records, preparing financial reports, and...
-
Financial Coordinator
3 weeks ago
Halifax, Nova Scotia, Canada Dalhousie University Full timeJob SummaryThe Department of Family Medicine at Dalhousie University is seeking a highly skilled Financial Assistant to perform day-to-day financial activities for the operating accounts of the department. Reporting to the Financial Manager, this role will be responsible for maintaining the department's financial records, preparing financial reports, and...
-
Project Coordinator
5 days ago
Halifax, Nova Scotia, Canada Eastport Financial Group Full timeWe are seeking an experienced Project Administration Officer to join our team at Eastport Financial Group. The successful candidate will be responsible for implementing new administrative procedures, reviewing and evaluating existing ones, and delegating work to office support staff.The ideal candidate will have a strong background in project coordination,...
-
Project Coordinator
1 week ago
Halifax, Nova Scotia, Canada Eastport Financial Group Full timeJob DescriptionWe are seeking a highly organized and detail-oriented Project Coordinator to join our team at Eastport Financial Group. The successful candidate will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and delegating work to office support staff.Key ResponsibilitiesImplement new...
-
Financial Services Coordinator
1 month ago
Halifax, Nova Scotia, Canada The Government of Nova Scotia Full timeAbout the OpportunityWe are seeking a highly skilled and experienced professional to fill the role of Coordinator, Financial Advisory Services. As a key member of our team, you will be responsible for leading and managing Financial Advisory Services staff in the functions of accounting, providing timely analysis, financial advice, and recommendations related...
-
Financial Services Coordinator
1 month ago
Halifax, Nova Scotia, Canada The Government of Nova Scotia Full timeAbout the OpportunityWe are seeking a highly skilled and experienced professional to fill the role of Coordinator, Financial Advisory Services. As a key member of our team, you will be responsible for leading and managing Financial Advisory Services staff in the functions of accounting, providing timely analysis, financial advice, and recommendations related...
-
Project Coordinator
4 days ago
Halifax, Nova Scotia, Canada Eastport Financial Group Full timeJob Title: Project CoordinatorJob Summary: We are seeking a highly organized and detail-oriented Project Coordinator to join our team at Eastport Financial Group. The successful candidate will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and delegating work to office support staff.Key...
-
Project Coordinator
4 weeks ago
Halifax, Nova Scotia, Canada Eastport Financial Group Full timeJob Title: Project Administration OfficerWe are seeking a highly organized and detail-oriented Project Administration Officer to join our team at Eastport Financial Group.Job SummaryThe successful candidate will be responsible for providing administrative support to our project teams, ensuring the smooth operation of our projects and maintaining accurate...
-
Project Coordinator
4 weeks ago
Halifax, Nova Scotia, Canada Eastport Financial Group Full timeJob Title: Project Administration OfficerWe are seeking a highly organized and detail-oriented Project Administration Officer to join our team at Eastport Financial Group.Job SummaryThe successful candidate will be responsible for providing administrative support to our project teams, ensuring the smooth operation of our projects and maintaining accurate...
-
Project Coordinator
1 week ago
Halifax, Nova Scotia, Canada Eastport Financial Group Full timeWe are seeking a highly organized and detail-oriented Project Coordinator to join our team at Eastport Financial Group. As a key member of our operations team, you will be responsible for implementing new administrative procedures, reviewing and evaluating existing ones, and ensuring that all tasks are completed efficiently and effectively.The ideal...
-
Senior Financial Analyst/Coordinator
3 weeks ago
Halifax, Nova Scotia, Canada Nova Scotia Full timeAbout Our OpportunityWe are seeking a highly skilled and experienced Senior Financial Analyst/Coordinator to join our team at the Department of Finance and Treasury Board in Nova Scotia. As a key member of our financial advisory services team, you will be responsible for providing financial support and guidance to various departments within the...
-
Senior Financial Analyst/Coordinator
3 weeks ago
Halifax, Nova Scotia, Canada Nova Scotia Full timeAbout Our OpportunityWe are seeking a highly skilled and experienced Senior Financial Analyst/Coordinator to join our team at the Department of Finance and Treasury Board in Nova Scotia. As a key member of our financial advisory services team, you will be responsible for providing financial support and guidance to various departments within the...
-
Administrative Coordinator
1 week ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe are seeking an experienced Administrative Coordinator to join our team at Markham Centre Financial Services Inc. The successful candidate will be responsible for providing administrative support to our team, including arranging seminars, conferences, and other events. They will also be responsible for determining and establishing office procedures and...
-
Project Coordinator
6 days ago
Halifax, Nova Scotia, Canada Eastport Financial Group Full timeJob Title: Project Administration SpecialistJob Summary: We are seeking a highly organized and detail-oriented Project Administration Specialist to join our team at Eastport Financial Group. The successful candidate will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and ensuring that all...
-
Project Coordinator
2 weeks ago
Halifax, Nova Scotia, Canada Eastport Financial Group Full time{"h1": "Project Administration Officer", "p": "We are seeking a highly organized and detail-oriented Project Administration Officer to join our team at Eastport Financial Group. As a key member of our administration team, you will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and ensuring that...
-
Project Coordinator
3 weeks ago
Halifax, Nova Scotia, Canada Eastport Financial Group Full timeJob Title: Project Administration OfficerWe are seeking a highly organized and detail-oriented Project Administration Officer to join our team at Eastport Financial Group.Job Summary:The Project Administration Officer will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and delegating work to...
-
Project Coordinator
3 weeks ago
Halifax, Nova Scotia, Canada Eastport Financial Group Full timeJob Title: Project Administration OfficerWe are seeking a highly organized and detail-oriented Project Administration Officer to join our team at Eastport Financial Group.Job Summary:The Project Administration Officer will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and delegating work to...
-
Project Coordinator
2 weeks ago
Halifax, Nova Scotia, Canada Eastport Financial Group Full timeJob Title: Project Administration OfficerWe are seeking a highly organized and detail-oriented Project Administration Officer to join our team at Eastport Financial Group.Job Summary:The Project Administration Officer will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and delegating work to...
-
Project Coordinator
2 weeks ago
Halifax, Nova Scotia, Canada Eastport Financial Group Full timeJob Title: Project Administration OfficerWe are seeking a highly organized and detail-oriented Project Administration Officer to join our team at Eastport Financial Group.Job Summary:The Project Administration Officer will be responsible for implementing new administrative procedures, reviewing and evaluating existing procedures, and delegating work to...
Financial Operations Coordinator
2 months ago
Perspective Financial Group Ltd is recognized as a leading client-focused financial advisory firm in the UK, committed to excellence for both our clients and employees. Established in 2008, we have expanded to over 35 offices across the nation, employing a dedicated team of 450 professionals, including more than 160 highly qualified financial advisors and support staff.
We view financial planning as a professional service, offering specialized knowledge to individuals, families, businesses, and trustees. Many of our client relationships have lasted over 25 years, often spanning multiple generations.
We seek individuals who resonate with our client-focused philosophy, possess the ambition and determination to achieve outstanding results, and are passionate about continuous learning and professional growth.
Our Mission: To deliver expert, specialized financial planning and wealth management guidance that empowers our clients to maximize their financial resources, enabling them to plan for and realize their desired futures.
Our Vision: To cultivate a sustainable and socially responsible enterprise that earns the trust of our employees and clients, while steadfastly prioritizing our core value: our clients come first in all our endeavors.
Our Core Values: Our clients are central to our operations. Our six guiding principles shape our daily activities:
- Client-Centric Approach
- Integrity in Action
- Commitment to Excellence
- Building Trusting Relationships
- Setting High Standards
- Collaboration and Teamwork
At Perspective, we are dedicated to fostering a supportive and inclusive environment for our entire workforce.
Position Overview:We are currently seeking a Financial Administrator to enhance our established and successful administrative team within our Wealth Management division. This role is vital and diverse, where your expertise in delivering high-quality administrative support will be crucial to our operations. You will serve as the primary contact for client inquiries related to pensions, investments, and protection, while also coordinating with product providers and managing various office administration tasks to ensure exceptional service delivery.
Key Responsibilities: As a key member of our team, you will be involved in the daily administration of Wealth Management, ensuring compliance and effective processes are upheld. Your responsibilities will include, but are not limited to:
- Managing client communications, both written and verbal.
- Processing new business applications.
- Preparing client review documentation.
- Scheduling client meetings and organizing the advisor's calendar.
- Handling illustration requests.
- Ensuring all financial planning client administration adheres to company procedures.
- Maintaining accurate client records within our software systems.
- Responding to phone inquiries and requests, addressing them as necessary.
- Providing back-office support.
Given the nature of our business, additional responsibilities may be assigned as deemed appropriate.
Candidate Requirements:The ideal candidate will have prior experience in a financial planning environment and must demonstrate a motivated, friendly, and professional demeanor, capable of engaging with third parties while representing the company effectively.
Additionally, you should possess or be willing to develop skills in:
- Proficient knowledge of IO and Platform.
- Producing clear business correspondence with a high level of accuracy in grammar, spelling, and punctuation.
- Confidence in using IT and office software, including Teams, Outlook, Word, and Excel.
- Managing and prioritizing multiple tasks effectively.
- Strong planning, organizational, and multitasking skills.
- Analytical and problem-solving capabilities.
- Flexibility and adaptability to change.
- Excellent communication skills across all levels.
- A collaborative team player with a positive outlook.
#J-18808-Ljbffr
