Business Operations Coordinator
5 days ago
We are seeking a highly organized and detail-oriented individual to join our team as a Business Operations Coordinator.
Client Experience- Account Administration
- Maintain existing client accounts, ensuring accurate and up-to-date documentation.
- Respond to client inquiries in a timely and efficient manner, addressing account transactions, requests, and reporting.
- New Client Onboarding
- Assist the Advisor team in welcoming and integrating new clients into our services.
- Meeting Coordination
- Coordinate meetings between Advisors and clients/prospects, leveraging your organizational skills.
- Technical Skills
- Proficiency in various business applications and technology.
- Time Management
- High level of organization and time management skills to meet deadlines.
- Clinical Service
- Demonstrated ability to provide exceptional client service, professional, warm, and friendly to our clients.
- Total Rewards Program
- A comprehensive package including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
- Leadership Development
- Coaching and managing opportunities to support your growth.
- Dynamic Work Environment
- The chance to work in a collaborative, progressive, and high-performing team.
- Financial Services Training
- A world-class training program in financial services.
- Location
- Edmonton, AB, Canada.
- Work Hours/Week
- 37.5.
- Employment Type
- Full-time.
- Pay Type
- Salaried.
- Estimated Salary Range (en): $55,000 - $70,000 annually
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