Administrative Support Specialist

4 weeks ago

Richmond, British Columbia, Canada MDRT Financial Service Corp. Full time

Job Title: Financial Assistance Officer

About the Role:

MDRT Financial Service Corp. is seeking a highly organized and detail-oriented Financial Assistance Officer to support our growing business. As a key member of our team, you will be responsible for coordinating administrative tasks, managing office procedures, and ensuring the smooth operation of our financial services.

Key Responsibilities:

  • Coordinate administrative tasks for over 60 licensed financial advisors, ensuring they have the necessary tools and resources to deliver top-tier financial services to clients.
  • Manage office administrative procedures, regularly reviewing and refining processes to enhance operational efficiency across multiple service areas.
  • Establish work priorities, and ensure deadlines are met and procedures followed by the team to maintain high-quality service standards.
  • Administer policies related to the release of records, ensuring full compliance with government access and privacy regulations while supporting the needs of our large advisor base.
  • Oversee key office services, including accommodations, equipment, supplies, and security services, ensuring the financial advisors and team have a well-maintained and functional workspace.
  • Conduct analyses on budgeting and administrative operations, assisting with the preparation of the operating budget and financial controls for the office.
  • Compile data and prepare reports, manuals, and correspondence, contributing to informed decision-making and supporting the broader administrative needs of the firm.

Qualifications:

  • At least College Diploma
  • At least two years of administrative experience in supporting a large team, particularly in a financial services environment.
  • Strong organizational, communication, and multitasking skills.
  • Familiarity with budgeting, financial reporting, and administrative management.
  • Ability to delegate, prioritize, and oversee tasks while maintaining high operational standards.
  • Knowledge of privacy regulations and records management procedures is an asset.

How to Apply:

Interested candidates should email their resume to the company email address, including the job title in the subject line.

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