Financial Services Operations Coordinator
9 hours ago
RGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers.
About the RoleThis position will provide operational and administrative support to the firm's securities business. The ideal candidate will have experience in providing superior administrative support, preferably in the financial services industry.
Key Responsibilities- Daily account documentation review and transmission
- Processing of client cheques and monitoring debit balances
- Data entry
- Assisting with the execution and implementation of procedures
- Other administrative tasks and projects as required
We are seeking a highly organized and detail-oriented individual with:
- Proficiency in a Microsoft environment, including intermediate Word, Excel, and PowerPoint skills
- Solid verbal and written communication and interpersonal skills
- Post-secondary education, ideally in Business Administration or equivalent experience
- Financial industry experience is an asset
- 1-2 years of experience in a professional office environment is an asset
The estimated salary for this role is $55,000 - $65,000 per year, depending on experience. Comprehensive Health and Dental Benefits are also offered, along with Health Care and Taxable Wellness Spending Accounts.
-
Financial Services Coordinator
4 weeks ago
Vancouver, British Columbia, Canada Macdonald Commercial Real Estate Services Ltd. Full timeWe are seeking a skilled Financial Services Coordinator to join our team at Macdonald Commercial Real Estate Services Ltd. in Vancouver, BC.This is a permanent, full-time position working 30 hours per week with a salary range of $45,000 - $55,000 per year, depending on experience.About the Role:The Financial Services Coordinator will be responsible for...
-
Financial Operations Coordinator
2 weeks ago
Vancouver, British Columbia, Canada GDI Integrated Facility Services Full timeOverview of GDI Integrated Facility ServicesGDI Integrated Facility Services is a leading provider of facility maintenance services in the United States and Canada. With over 30,000 team members, we offer unrivaled client experience and satisfaction.Salary RangeThe salary range for this position is between $72,000.00 and $75,000.00 per year.Job...
-
Financial Services Specialist
1 month ago
Vancouver, British Columbia, Canada BlueShore Financial Full timeAccounting and Reporting ExpertAs a key member of our Finance team, you will provide comprehensive accounting services to our branches and subsidiaries. This role involves preparing monthly financial statements and reports for the credit union and its subsidiaries, as well as working with the Finance team to prepare year-end consolidated and unconsolidated...
-
Vancouver, British Columbia, Canada RGF Integrated Wealth Management Full time $45,000 - $50,000At RGF Integrated Wealth Management, we are seeking a skilled Operations Coordinator to provide exceptional administrative support to our advisors and their direct staff. This is an exciting opportunity for someone with experience in financial services to join our team.About the RoleThis role requires a strong ability to learn quickly and adapt to new...
-
Operations Coordinator
4 weeks ago
Vancouver, British Columbia, Canada Financial Literacy Counsel Inc Full timeThe Financial Literacy Counsel Inc is seeking an experienced Operations Coordinator to join their team. This is a permanent, full-time position with a competitive salary of $55,000 per year and a range of benefits including dental plan and vision care benefits.About the RoleWe are looking for a highly organized individual who can effectively manage daily...
-
Financial Analyst Professional
4 weeks ago
Vancouver, British Columbia, Canada LGM Financial Services Full timeAbout LGM Financial ServicesLGM Financial Services is a national leader in providing warranty, finance and insurance services to the Canadian automotive industry. With over 25 years of experience, we have successfully supplied quality products and leading training solutions to over 1,200 Canadian franchised new car dealerships.Accountant Role OverviewWe are...
-
Vancouver, British Columbia, Canada TLM Financial Planning Inc Full timeJob Title:Office Operations CoordinatorAbout the Role:We are seeking a highly organized and detail-oriented Office Operations Coordinator to join our team at TLM Financial Planning Inc. The successful candidate will be responsible for coordinating the activities of our HR department, ensuring they meet the organization's goals.Responsibilities:Administrative...
-
Commercial Mortgage Operations Coordinator
4 weeks ago
Vancouver, British Columbia, Canada CMLS Financial Full timeAbout the Role:CMLS Financial, a leading provider of capital solutions for commercial property owners and real estate investors, is seeking a skilled Commercial Mortgage Operations Coordinator to join their award-winning team.As a key member of the operations team, this role will play a critical part in ensuring the smooth execution of commercial servicing...
-
Top Financial Services Leader
4 weeks ago
Vancouver, British Columbia, Canada Momentum Financial Services Group Full timeCompany OverviewMomentum Financial Services Group is a leading financial services provider in North America with over 400 retail locations and a legacy of serving customers for over 40 years.
-
Financial Operations Coordinator
4 days ago
Vancouver, British Columbia, Canada Freshii Full timeJob Title: Financial Operations CoordinatorAt Freshii, we are seeking a highly skilled and detail-oriented Financial Operations Coordinator to join our team. As a key member of our finance department, you will be responsible for maintaining accurate financial records, preparing financial reports, and ensuring compliance with all financial regulations.Salary:...
-
Financial Operations Coordinator
4 weeks ago
Vancouver, British Columbia, Canada Logos Holdings Ltd Full timeJob Summary:We are seeking a detail-oriented and organized Financial Operations Coordinator to join our team at Logos Holdings Ltd.About the Role:The ideal candidate will have a strong background in accounting and financial operations, with experience in managing accounts payable, preparing payroll, invoicing clients, and performing financial...
-
Administrative Operations Specialist
4 weeks ago
Vancouver, British Columbia, Canada MDRT Financial Service Corp Full timeJob SummaryWe are seeking an Administrative Operations Specialist to join our team at MDRT Financial Service Corp. This is a permanent, full-time position with a competitive salary and benefits package.
-
Executive Assistant
4 weeks ago
Vancouver, British Columbia, Canada KLAY NELSON FINANCIAL SERVICES INC Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Executive Assistant to join our team at KLAY NELSON FINANCIAL SERVICES INC. As an Executive Assistant, you will provide administrative support to our management team and be responsible for ensuring the smooth operation of our daily activities.Key ResponsibilitiesPolicies and Procedures:...
-
Financial Planning and Analysis Leader
2 weeks ago
Vancouver, British Columbia, Canada LGM Financial Services Full timeRole OverviewThis leadership position is responsible for driving financial planning, analysis, and decision support across the organization.Job SummaryWe are seeking an experienced Financial Planning and Analysis (FP&A) leader to play a key role in driving financial success and informed decision-making at LGM Financial Services.Key ResponsibilitiesLead FP&A:...
-
Financial Operations Coordinator
7 days ago
Vancouver, British Columbia, Canada Estrada & Tan Full timeJob Summary: We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our team at Estrada & Tan.">About the Role: As a Financial Operations Coordinator, you will be responsible for providing financial support to various teams across the organization. This includes preparing cheques for payroll, calculating fixed assets...
-
Financial Services Manager
1 week ago
Vancouver, British Columbia, Canada Momentum Financial Services Group Full timeAre you a sales-driven leader with a passion for driving store profitability? We're seeking an experienced Financial Services Manager to lead and develop a team of Financial Sales Representatives at Momentum Financial Services Group.About the RoleAs a Financial Services Manager, you will be responsible for driving store profitability by leading and...
-
Office Operations Coordinator
3 weeks ago
Vancouver, British Columbia, Canada A-1 TAX BREAK FINANCIAL SERVICES LTD. Full timeAbout A-1 Tax Break Financial Services Ltd.We are a reputable financial services company seeking an experienced administrative professional to join our team. In this role, you will be responsible for providing exceptional support to our operations and ensuring seamless execution of daily tasks.
-
Financial Operations Manager
4 days ago
Vancouver, British Columbia, Canada Spring Financial Inc. Full time**About Us**Spring Financial Inc. is a leading fintech company that has revolutionized the lending process for millions of Canadians since its inception in 2014.We have successfully simplified the lending process and provided a wide range of solutions to effectively manage various financial circumstances, making us the largest fintech loan originator in...
-
Financial Operations Coordinator
4 weeks ago
Vancouver, British Columbia, Canada CANWEST PACIFIC TRADING INC. Full timeJob DescriptionWe are seeking an experienced Financial Operations Coordinator to join our team at CANWEST PACIFIC TRADING INC. This is a permanent position, working 40 hours per week with English as the primary language of communication.About the JobThe successful candidate will be responsible for performing financial operations duties including calculating...
-
Financial Operations Coordinator
2 weeks ago
Vancouver, British Columbia, Canada ANANA Properties Inc. Full timeAbout the CompanyANANA Properties Inc. is a dynamic hospitality company that prioritizes continuous learning and improvement. Our mission is centered around fostering personal growth, delivering exceptional service, and making a positive impact on the environment. We are committed to creating meaningful experiences and nurturing collective growth.About the...