Financial Administrative Assistant

Our team is looking for a permanent full time administrative assistant. Regular work hours are Monday to Friday from 8:30am to 5:00pm.

Our Team:

We are a fast-growing financial planning team offering a multitude of services in the areas of investment management, tax planning, retirement planning, estate planning, and financial risk management.

What you will be doing:

· Client correspondence via phone, email and mail

· Preparing paperwork for client meetings

· New client administration setup

· Completing investment forms and documentation

· Executing and following-up on investment trades

· Data entry, filing / scanning and photocopying

· Other administrative duties as assigned

Who we are looking for:

· Excellent verbal and written communication skills;

· Exceptional attention to details and be able to multi task;

· Excellent analytical and problem-solving skills (be able to think outside the box);

· Conscientious nature and strong client service skills (“can do” attitude);

· Strong work ethic and a positive attitude;

· A strong team player who is also capable of working independently.

· A high degree of professionalism and organizational skills;

· Strong proficiency in Microsoft Office (Word, Excel,



PowerPoint and Outlook) and possesses an understanding of databases.

· Minimum 2 years of administrative experience preferably in the financial services industry, or have post-secondary education;

· Mathematical and analytical skills would be a definite asset.

· Working knowledge of the mutual fund industry would be a strong asset.

Benefits:

· 15 days’ vacation in a year to start (first year is prorated depending on start date).

· 4 bonus vacation days in the summer.

· Extended medical coverage after 3 months. Company pays for 100% of the premium Employees pay for their own Long-Term disability premium.

· Continuing education opportunities and room for advancement.

· Free financial planning advice.

Please forward your resume, cover letter in Microsoft Word format to the attention of David

Only responsible applicants please.

We thank all applicants for their interest, and only those selected for an interview will be contacted.

$60,000 with excellent benefits.

Job Types: Full time, Permanent

Pay: $60,000.00 per year

Benefits:
Dental care
Extended health care
Paid time off
Vision care

Work Location: In person

📌 Financial Administrative Assistant Vancouver
🏢 CI Assante Wealth Management
📍 Vancouver