Administrative Assistant

4 days ago

Surrey, Canada Investment Planning Counsel Full time

Investment Planning Counsel Inc.

Financial Services Administration Assistant

Investment Planning Counsel Inc. was established in 1996 And we work towards assisting clients in “Living their Dream” through financial freedom and providing with them with peace of mind in investing and their financial goals. We are located in South Surrey area and are in need of administrative support for two Financial Advisors.

As a Client Services Manager

Please Note - This is an in office position.

**What is the role of our Client Service Manager**:

- Escalate all client matters in a timely manner, as warranted by the situation.
- Ensures excellence in every interaction to provide a consistent experience for existing clients and prospects
- Schedules and manages Advisor/Client Appointments and events, participating and documenting key information where required
- Handles all client requests with the Advisor and/or the team.
- Ensures accuracy of all documents being completed.
- Provides ongoing feedback to the team to ensure all opportunities for business improvements are captured and reviewed

**What are the preferred qualifications**:

- Financial industry experience is an asset:Mutual Funds License will need to be obtained within the first 6 months.
- Be highly organized and have strong attention to detail as you work independently and alongside the team
- Business writing skills are vital, and proofreading skills are an asset
- Relationships - Able to foster and maintain excellent relationships with clients, advisors, branch support staff, IPC Head Office staff.
- Communication - Excellent client service skills are required. Ability to anticipate client needs and timely follow up is expected.
- Should be comfortable working in a fast-paced and paperwork weighty environment.
- Comfortable working with a paperless environment

**Application Process**:

- Please submit a resume and cover letter
- We will require you to complete a series of exercises in order to test some basic knowledge. We believe that saves you, and us, a great deal of time and effort
- In person interview(s) will be conducted
- Criminal Record Check may be requested

/Permanent

Schedule:

- Monday to Friday9AM- 4 PM

**Salary**: $38,000-$40,000

**Benefits**:

- Business Casual dress
- Health, Dental and Long Term Disability Benefits ( After 6 Months )
- Paid Time off
- Free on-site parking
- Tuition reimbursement

**Job Types**: Full-time, Permanent

**Salary**: $38,000.00-$40,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- Tuition reimbursement

Schedule:

- Day shift
- Monday to Friday

Ability to commute/relocate:

- Surrey, BC: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

**Experience**:

- Front desk: 1 year (preferred)
- Administrative experience: 1 year (preferred)

Work Location: In person

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