Become a valued member of CBIG as a Financial Administrator in Terrace, BC, where accuracy and detail orientation are key to success. This in office position focuses on enhancing client experiences through skilled administrative support.
In your role as a Financial Administrator, you will contribute significantly to our operations by managing client accounts and preparing client documentation. You will generate reports for Investment Advisors and assist with Insurance sales activities while maintaining confidentiality in all client interactions. Your proactive communication will foster trust and satisfaction among clients.
Key Responsibilities:
• Prepare accurate client files and reports
• Process client account updates under advisor guidance




• Provide administrative support for sales activities
• Manage recurring client service items diligently
• Maintain records accurately in the CRM system
Requirements:
• At least 2 years of experience in a related role
• High proficiency in Microsoft Word, Excel, and Outlook
• Strong organizational abilities and attention to detail
• Effective written and verbal communication skills
• Ability to work independently and as part of a team
Enhance client satisfaction and operational efficiency with your skills at CBIG.
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📌 Join CBIG as Financial Administrator (Terrace)
🏢 CBIG- Canadian Benefits Invst & Ins Grp
📍 Terrace