Advantage HR Hiring for Client Relations Administrator Job at Barrie Full Time

Our client Gane Financial Corporation is an established organization located in Barrie, Ontario. The team at Gane Financial works tirelessly to guide their valued clients through a personalized plan for their financial future. Their mission is to mentor open minded families looking for a path to financial freedom, through education and implementation of leading-edge financial strategies. They believe in coaching, advising, and educating instead of instructing. They focus on helping their clients build a solid financial foundation, so that all of their future goals and dreams are achievable.

The Client Relations Administrator is an integral part of the organization. The successful candidate will have exceptional customer service and organizational skills. They will also be detail orientated, have strong computer skills and have an interest or experience in marketing. .

In this role, you will be responsible for providing day to day administrative support to the Financial Advisors and team. You will be the liaison between the clients, carriers, partners and other team members.

This role is based out of the Gane Financial location at 80 Mary Street, Barrie, Ontario.

Responsibilities for this position include:

• Provide day-to-day support for the Financial Advisors and team
• Booking all meetings/Managing advisors schedules
• Creating client digital files
• Answering and managing phone system
• Planning and organizing client events
• Managing client portfolios
• Processing client requests, changes and transactions
• Completing meeting summaries

As an ideal candidate for this position, you will possess the following qualifications:

• Exceptional customer service skills (required)
• 1 -2 years of experience in client service (financial industry preferred)
• Strong organizational skills (required)
• Strong written and verbal communication skills (required)
• Detail orientated individual
• Experience or interest in marketing (preferred)

If you are interested in learning more about this opportunity, we would love to hear from you.

We welcome applications from our diverse community. All employment will be decided on the basis of qualifications, merit and business need. We encourage you to connect with us if you require accommodation in the recruitment process.

While we appreciate all interest, only those candidates selected for an interview will be contacted.

Job type: Full-time, Permanent

Salary: $20.00 to $22.00 per hour

Additional benefits:

· Flexible working hours

· Birthday off with pay

· Bonus Pay

· Flexibility to work from home

Schedule:

Monday to Friday

Job Type: Full-time

Salary: $20.00-$22.00 per hour

Benefits:

• Flexible schedule
• Paid time off
• Work from home

Flexible Language Requirement:

• French not required

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Barrie, ON: reliably commute or plan to relocate before starting work (required)

Education:

• Secondary School (preferred)

Experience:

• Customer service: 1 year (required)

Work Location: Hybrid remote in Barrie, ON

Application deadline: 2023-02-23