Financial Advisor Assistant

5 days ago

Burnaby, Canada MGM Financial Group Full time

**Financial Advisor Assistant, Licensed/Unlicensed**

We are a fast-paced, growing Financial Services office located in Burnaby/Coquitlam and are seeking an assistant to work closely with our Financial Advisors as part of our administrative team. We are looking for a client‐focused administrative professional with experience working in a financial advisory office and is familiar with financial investments and mutual funds. Securities license an asset.

**Duties may include**:

- Maintaining and updating Equisoft CRM, databases and tracking systems
- Producing and filing client data including correspondence with a high level of accuracy and professionalism
- Meeting and/or exceeding client needs and expectations through efficient and effective client service
- Assisting the management team with various projects and assignments
- Helping other staff with various office duties such as reception, filing, and administrative tasks

**Skills and Abilities**
- Excellent oral and written communication skills
- Excellent computer, administrative, and organizational skills
- Ability to follow procedures and systems
- Self-motivated, able to work with minimum supervision and take ownership of assigned tasks

**Requirements**:

- Two or more years experience in a financial office environment
- Proficient in Microsoft Office, (Word, Outlook, Excel, PPT), One-Drive, Teams
- Strong time management skills, particularly the ability to prioritize multiple tasks
- Close attention to detail, organized, observant, resourceful, efficient and willing to learn
- High level of integrity, honesty, and confidentiality working with private and sensitive information
- Experience using CRM software and adaptable to new programs
- Team-centered, driven and self‐motivated

**Compensation**
- Commensurate with experience

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

Application question(s):

- Are you able to commute or relocate to the Burnaby or Coquitlam areas?
- Do you have any experience with Life Insurance, Mutual Funds Investments, or Financial Planning?
- How many years experience do you have working in a financial service office environment?

Work Location: In person

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