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Financial Service Representative
1 week ago
About the Role
The Client Service Representative supports multiple Financial Advisors with administrative duties such as data management, meeting preparation, file management, and internal and external stakeholder communication.
Key Responsibilities
- Assist with the overall client experience in the office.
- Provide direct day-to-day support to internal and external stakeholders by communicating effectively through multiple streams.
- Conduct investment and insurance-related administrative duties using various industry software.
- Liaise with investment and insurance carriers to ensure effective and efficient administration of client files.
- Prepare documentation for client meetings and presentations.
- Manage client files physically and electronically to ensure the CRM database is up to date.
- Support other internal processes and duties as assigned.
Requirements
- At least 2 years of administrative experience (relevant industry experience is an asset).
- Strong working knowledge of MS Office applications.
- Ability to learn and manage multiple software systems.
- Excellent organizational skills, discretion, and sound judgement.
- Ability to multi-task, meet deadlines, and manage competing priorities.
- Excellent written and verbal communication skills.
- High level of initiative and independence in getting work done.
