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Client Relations

2 weeks ago

Peterborough, Canada Schilling Financial Full time

**Key Responsibilities**:
Maintain our CRM database, client files, and checklists.

Develop and manage processes and task schedules.

Prepare paperwork for clients.

Handle client correspondence with professionalism and care.

Schedule and coordinate meetings.

Assist with client appreciation initiatives.

Prepare and send out mailings.

**Preferred Qualifications**:
Intermediate computer skills.

Strong oral and written communication skills.

Experience in customer service or administration.

Completion of the IFIC or LLQP exam.

**Capabilities**:
Independent and motivated self-starter that can operate effectively as a team player.

Strong organizational skills with the ability to multi-task and manage to deadlines.

Honest and ethical behaviour.

**Job Types**: Full-time, Temporary
Contract length: 15 months

**Benefits**:

- Flexible schedule
- Work from home

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Peterborough, ON

Expected start date: 2024-11-04