CBIG- Canadian Perks 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, skilled communication with clients, and collaboration with the advisory team. At least two years of relevant experience and proficiency in Outlook, Word, and Excel are
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📌 Terrace Financial Administrator Client Accounts & Reports
🏢 CBIG- Canadian Benefits Invst & Ins Grp
📍 Terrace
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