Terrace Financial Administrator | Client Accounts & Reports

Terrace Financial Administrator | Client Accounts & Reports

06 Aug
|
CBIG- Canadian Benefits Invst u0026 Ins Grp
|
Terrace

06 Aug

CBIG- Canadian Benefits Invst u0026 Ins Grp

Terrace

CBIG- Canadian Advantages Invst & Ins Grp is seeking a Financial Administrator for our Terrace, BC office. You will manage client files for Investment Advisors, prepare reports, process account updates, and support Insurance sales with accurate, confidential administration.

The role emphasizes meticulous record-keeping, professional communication with clients, and collaboration with the advisory team. At least two years of relevant experience and proficiency in Outlook, Word, and Excel are

📌 Terrace Financial Administrator | Client Accounts & Reports
🏢 CBIG- Canadian Benefits Invst u0026 Ins Grp
📍 Terrace

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