Coordinator, Administration and Client Services
7 days ago
This is an exciting opportunity to work with an innovative, growing financial-services organization that has an important social mission.We Are:A financial-services innovator with a social missionFlexible, challenging, encouraging, respectful and funCommitted to equity, diversity, inclusiveness, transparency, and accountabilityYour Skills:Advanced proficiency with the Microsoft 365 suite of applicationsAdvanced written/oral communication skills; creative writing skills; client-service skillsCurious, creative, results-driven self-starter with the desire and ability to learn in an unstructured, multidisciplinary environmentStrong interpersonal and problem-solving skills; attention to detailDesire to build and advance in a rapidly-growing businessProfessional or graduate degree; knowledge of/experience with financial servicesIntermediate proficiency with accounting software (e.g. QuickBooks)Familiarity with site-editing tools, e.g. WordPressA Day in the Life:As Coordinator, Administration and Client Services with Blue Pier, your responsibilities will include:Respond to client enquiries and schedule/participate in client meetings Prepare and maintain marketing materials, client proposals, and decksPrepare/update forms and other client onboarding documentationManage client onboarding process with service providers and clientsMaintain CRM systems, social media platforms, website, and email/direct mail campaignsAssist in the preparation and completion of regulatory filingsMaintain physical and digital corporate records; prepare draft documents – e.g. resolutions, agreements, minutes for board meetingsTake, prepare, circulate and finalize meeting minutesSource/qualify/engage suppliers – e.g. IT/office equipment; marketing materials; print and online advertising; event planningManage accounts payable/receivable; issue invoices; review/pay supplier invoices Type: Full-time, 12-18-month contract position.Terms: One-year minimum contract with potential for permanent full-time. Three-month probationary period.Location: Toronto financial district, on the PATH. Hybrid onsite/remote work environment.
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toronto, Canada Blue Pier™ Full timeThis is an exciting opportunity to work with an innovative, growing financial-services organization that has an important social mission.We Are:A financial-services innovator with a social missionFlexible, challenging, encouraging, respectful and funCommitted to equity, diversity, inclusiveness, transparency, and accountabilityYour Skills:Advanced...
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Toronto, Canada Blue Pier™ Full timeThis is an exciting opportunity to work with an innovative, growing financial-services organization that has an important social mission. We Are: A financial-services innovator with a social mission Flexible, challenging, encouraging, respectful and fun Committed to equity, diversity, inclusiveness, transparency, and accountability Your Skills: Advanced...
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Toronto, Canada Blue Pier™ Full timeThis is an exciting opportunity to work with an innovative, growing financial-services organization that has an important social mission. We Are: A financial-services innovator with a social mission Flexible, challenging, encouraging, respectful and fun Committed to equity, diversity, inclusiveness, transparency, and accountability Your Skills: Advanced...
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Client Services Coordinator
2 weeks ago
Toronto, Canada Lending Hand Homecare Full time**Part Time Client Services Coordinator - Hybrid** The Client Services Coordinator is responsible for fostering a strong relationship between Lending Hand Home Care and its clients, their families and our caregivers. This is achieved by efficiently providing administrative support and coordinating client schedules with a friendly, enthusiastic and...
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Client Services Coordinator
6 days ago
Toronto, Canada Lifemark Health Group Full time**Client Services Coordinator - Full time** **Location**:Remote-based position. Occasional on-site work/meetings within the Toronto and/or Burlington offices. Hours may vary depending on the requirement for select projects. We are a proudly Canadian, national healthcare company delivering over 20 years of service excellence across community rehabilitation...
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Toronto, Ontario, Canada Blue Pier™ Full timeThis is an exciting opportunity to work with an innovative, growing financial-services organization that has an important social mission.We Are:A financial-services innovator with a social missionFlexible, challenging, encouraging, respectful and funCommitted to equity, diversity, inclusiveness, transparency, and accountabilityYour Skills:Advanced...
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Toronto, ON, Canada Blue Pier™ Full timeThis is an exciting opportunity to work with an innovative, growing financial-services organization that has an important social mission. We Are: A financial-services innovator with a social mission Flexible, challenging, encouraging, respectful and fun Committed to equity, diversity, inclusiveness, transparency, and accountability Your Skills: Advanced...
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Toronto, ON, Canada Blue PierTM Full timeThis is an exciting opportunity to work with an innovative, growing financial-services organization that has an important social mission. We Are: A financial-services innovator with a social mission Flexible, challenging, encouraging, respectful and fun Committed to equity, diversity, inclusiveness, transparency, and accountability Your Skills: Advanced...
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Toronto, ON, Canada Blue Pier™ Full timeThis is an exciting opportunity to work with an innovative, growing financial-services organization that has an important social mission. We Are: A financial-services innovator with a social mission Flexible, challenging, encouraging, respectful and fun Committed to equity, diversity, inclusiveness, transparency, and accountability Your Skills: Advanced...
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Toronto, ON, Canada Blue Pier™ Full timeThis is an exciting opportunity to work with an innovative, growing financial-services organization that has an important social mission. We Are: A financial-services innovator with a social mission Flexible, challenging, encouraging, respectful and fun Committed to equity, diversity, inclusiveness, transparency, and accountability Your Skills: Advanced...
