VSF Partners is a growing financial advising firm working with families and entrepreneurs on insurance, investments, tax, retirement, and estate strategies.
We are seeking an administrative qualified who values doing it right: complete files, requests handled promptly, and nothing left to fall through the cracks.
You enjoy working in a small office with like-minded, dedicated people.
Handle client service requests, account administration, and insurance and investment transactions.
Provide administrative support to our head advisor.
Help us sharpen our internal processes, tools, and client communications as we grow.
Administrative experience, ideally in insurance, investments, banking, or financial services. Fluent in English and French
Comfortable in Outlook and Excel, and unbothered by learning recent systems
A team-oriented office where the work is the point