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Client Services Coordinator

2 weeks ago

Surrey, Canada Pacifica Partners Inc. | Capital Management Full time

**General Responsibilities**:

- Electronic and physical filing of client related paperwork.
- Calling and receiving couriers, bank deposits, filing, answering reception phone calls, order supplies.
- Database Maintenance - updating and maintaining client information using internal CRM software.
- Administrative Support - provide support to colleagues as needed.

**Qualifications**:

- Proficient in Office 365; MS Word, Outlook, Publisher and PowerPoint.
- With intermediate understanding of Microsoft Excel.
- Must have excellent command of the English language, verbal and written.
- Previous administrative experience, preferably in banking or with an investment brokerage, is an asset.
- Previous client or customer services experience is an asset.

**Personal Characteristics**:

- Attention to detail; meticulous in personal and office organization.
- Creative; in problem solving.
- Professional; comfortable communicating with clients and team members clearly and in a polite and professional manner in all circumstances.
- Energetic; engaged personality that takes on complex challenges with enthusiasm.
- Self-motivated; to get the job done for both urgent and less pressing tasks.
- Understands a team dynamic; recognizes other team members critically rely on you to deliver.
- Independent; ability to not only follow instructions but recognize when something needs to be brought to the attention of the team.
- Versatile; willingness to embrace new tasks and learn new processes.
- Positive disposition; personality that adds to a positive team environment.

**About Pacifica Partners**:
Pacifica Partners is an established investment management firm in our 14th year of operation. We are looking for a talented administrator with strong knowledge of Microsoft Office who is looking to join our growing team in the position of “Administrative & Client Coordinator”
- We offer a positive team work environment in a fast-growing company with competitive compensation, work flexibility and flexible health benefits.
- The position will be based out of our Surrey head office located at 152nd & #10 Highway. Remote working is a possibility after training.

Pacifica Partners services the investment management needs of high-net-worth clients that are located across North America. We value people, relationships, customer service, and innovation. We believe in constantly improving ourselves to provide the best possible service to our clients.

**Benefits**:

- Employee health benefits program (Up to $2,000 / year in a personal health savings account)
- 2 weeks paid vacation + 1 week professional development (FT)
- On site gym
- Free employee parking

(Start date of position: September/October 2025)

**How to apply**:
** Documents in other electronic formats will be deleted immediately and unopened.**

Note:
Please no calls.

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

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

Pay: $45,000.00-$55,000.00 per year

**Benefits**:

- Extended health care
- Paid time off

Ability to commute/relocate:

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

**Experience**:

- Microsoft Office: 1 year (required)
- Administrative: 2 years (preferred)

Work Location: In person