Administrative Assistant

6 days ago

Vancouver, Canada Arbutus Financial Full time

Arbutus Financial Services (AFS) is a comprehensive financial services firm, serving the needs of individuals, companies, business owners, and their families. Located in Vancouver we have a thriving practice and a fun dynamic work environment with great people. We pride ourselves in holding values that are Professional, Accountable, Committed, and Thorough - this is our _PACT_. We are world class at what we do, how we treat each other and our clients, and what we contribute to our community. We take our roles seriously and enjoy a joyful team spirit, as we work together to nurture the needs and dreams of our clients. Arbutus Financial is also a proud partner of Navacord, one of Canada’s top four commercial insurance brokerages and a leader in wealth and risk management services.

**Position Summary**

This role is ideal for self-starting, personable, experienced administrators looking to take the next steps in their career paths. This position is for people who are self-motivated and flourish in a positive and fast paced environment.

**Responsibilities**
- Client service.
- Participating in client meeting preparation with financial advisors.
- Processing paperwork/follow up for investments and insurance.
- File management for physical/electronic file infrastructure.
- Managing and maintaining client database.
- Investment administration (Dataphile).

**Strengths**
- Strong organizational skills.
- Strong interpersonal/communication skills.
- High degree of accuracy and attention to detail.
- Strong Microsoft Office skills.
- Resourceful and creative in problem solving.

**Desired Experience**
- 5 years administrative experience.
- MFDA/IIROC experience is an asset.

Compensation is commensurate with experience and abilities. This includes an attractive base salary, a great work environment, benefits plan and additional individual and team recognition for commitment and performance.

**How to Apply**

**Benefits**:

- Extended health care
- Paid time off

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Ability to commute/relocate:

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

Work Location: One location

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