Investment and Insurance Administrator

5 days ago

Langley, Canada True Value Financial Inc. Full time

**Position: Investment and insurance Administrator**

A leading full-service Financial Planning and Advisory firm in Langley, B.C., is seeking an experienced Manager individual to join our dynamic team. This role is ideal for a motivated professional with a strong background in insurance and investment services who thrives on building client relationships and driving business growth.

**About the Role**

As an Account and Administrative Manager, you will play a key role in servicing and expanding our existing client base while identifying new business opportunities. You will be responsible for achieving monthly and quarterly targets while ensuring exceptional customer satisfaction. This role reports directly to the President and offers the opportunity to be part of a thriving, client-focused practice with a supportive and collaborative team.

**Key Responsibilities**
- Build and maintain strong client relationships through proactive engagement.
- Respond promptly and professionally to client inquiries and service requests.
- Schedule appointments, follow up on missing documentation, and manage client communications.
- Develop and implement strategies for customer retention and business growth.
- Participate in client outreach initiatives and marketing activities.
- Identify key client needs and deliver tailored financial solutions.

**Administrative & Operational Duties**
- Handle incoming client communications, including sorting, scanning, and responding as needed.
- Manage pre and post-client meeting administration.
- Track all new and in-force business with insurance companies and financial institutions.
- Prepare meeting materials, including agendas, statements, and forms, for client appointments with advisors.

**Requirements & Qualifications**
- Excellent verbal and written communication skills with a strong client-first approach.
- Proactive and self-motivated, with the ability to anticipate client needs and concerns.
- Strong organizational, time management, and multitasking skills to meet deadlines effectively.
- Tech-savvy, with advanced proficiency in MS Office, specifically Excel and online marketing and financial tools.
- Ability to work independently while contributing to a team-oriented environment.

**Experience & Additional Assets**
- Minimum 3 years of experience in the financial services industry, specifically in investment and life insurance.
- Preferred 5 years of administrative experience; MFDA experience is an asset.

**Compensation & Benefits**:

- Performance bonus
- Extended Health Benefits

**How to Apply**

If you are a driven and detail-oriented professional looking to grow in a fast-paced financial advisory setting, we invite you to apply. Submit your resume and cover letter in confidence.

Only shortlisted applicants will be contacted.

Join our team and contribute to a client-focused, growth-oriented, boutique financial advisory practice

Pay: $36,000.00-$48,000.00 per year

**Benefits**:

- Extended health care

**Language**:

- English (preferred)

Work Location: In person

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