Responsibilities:
Provide administrative support to Advisor including managing calendars, scheduling appointments, DocuSign's and coordinating meetings
Assist with proofreading and editing documents for accuracy and clarity
Answer phone calls, ensuring a skilled and friendly demeanor
Perform data entry tasks, ensuring accuracy and attention to detail
Assist with organizing and maintaining files and records
Support other team members with various administrative tasks as needed

About Us:

Beyond Business Financial Solutions Inc was established in 2003. Since then, our mission has never wavered: We provide customized investment strategies and specialized insurance solutions to enable a long-term focus on client wealth accumulation and protection. The need for our services is growing and therefore we are looking for a new team member to grow with us. If you are a client-focused professional, you would be a wonderful addition to our team.

Additional Benefits:
culture of valuing work life balance
working with one advisor ONLY
3 to 4 weeks of paid holiday's

This dedicated role is to help support the Financial Planner by providing exceptional service to exceed client expectations. This includes,



but is not limited to the following:

Qualifications:
Previous experience in an administrative or assistant required

-Insurance license a requirement or working towards
Robust organizational skills with the ability to prioritize tasks effectively
Excellent written and verbal communication skills
Proficient in using Microsoft Office Suite (Outlook Calendar, Word, Excel) and Google Suite, DocuSign and Client Management System
Ability to type accurately and efficiently
Attention to detail and strong proofreading skills
Professional phone etiquette and customer service skills

Note: This job description is intended to provide a general overview of the position. Duties may vary depending on the specific needs of the department or organization.

Job Types: Full time, Permanent

Pay: $40,000.00-$60,000.00 per year

Perks:
Company events
Flexible schedule
On-site parking
Paid time off

Education:
Secondary School (preferred)

Licence/Certification:
Life Insurance License(working towards) (required)

Work Location: In person

📌 Advisor Support Associate Edmonton
🏢 BEYOND BUSINESS FINANCIAL SOLUTIONS
📍 Edmonton