Financial Services Coordinator
4 weeks ago
Job Summary:
MDRT Financial Service Corp. is seeking a highly organized and detail-oriented Financial Assistance Officer to support our growing business. The successful candidate will be responsible for coordinating administrative tasks, managing office procedures, and ensuring high-quality service standards.
Key Responsibilities:
- Coordinate administrative tasks for over 60 licensed financial advisors, ensuring they have the tools and resources necessary 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.
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