Office Administration Assistant

4 days ago

Vancouver, Canada MacLean Rowe Financial Full time

**Overview**

The position is a full-time permanent contractor role with remote hybrid location flexibility. It involves working as a team with a financial advisor, building relationships, and all aspects of the back-office operations. This valued role includes many different responsibilities, which will provide growth in a supportive and fun working environment. Do you have a young family, or are you looking for a position that balances life and work with flexibility? Let's talk

**Core Responsibilities**:

- Administrative tasks: managing schedules and preparing documentation & forms.
- Oversight of transactions to ensure accuracy.
- Assisting with marketing and content creation.
- Maintaining client records using our database: Equisoft Finance.
- Gather and organize financial data from carrier portals and platforms.
- Collaboration on client files and projects.

**Experience**
- Previous experience as an office clerk or in a similar administrative role.
- Proficiency in Microsoft Office Suite and Equisoft Finance.
- Knowledge of DocuSign, Zoom, and accessing insurance/investment company portals.
- Previous experience with mutual funds, segregated funds or insurance is preferred.
- Strong data entry skills with attention to detail.
- Excellent proofreading abilities to ensure high-quality documentation.
- Demonstrated customer support experience with a focus on effective communication.
- Knowledge of Social Media and Marketing is helpful, but not mandatory.

If this sounds like you, and you're driven and passionate about providing excellent support in a flexible hybrid office environment, we look forward to meeting you soon

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

Pay: $30.00-$40.00 per hour

Expected hours: No more than 40 per week

**Benefits**:

- Flexible schedule
- On-site gym
- Work from home

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

**Language**:

- Fluent English (preferred)

Licence/Certification:

- LLQP (preferred)

**Location**:

- Vancouver, BC (preferred)

Work Location: Hybrid remote in Vancouver, BC

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