Connect Wealth Hiring for Financial Administrative Assistant Job at Surrey Full Time

Job description

If you’re an experienced administrative professional looking for a new and rewarding challenge in the South Surrey area, then this could the position you’ve been looking for! We are Connect Wealth, an independent financial planning and advisory firm specializing in wealth management for individuals and tax planning and risk management for small to mid-market businesses and their owners. We are well-established and on a strong growth trajectory, leading to our need to hire an Investment Administrator.

WHAT YOU’LL BE DOING EVERY DAY

Bring your extraordinary time management skills and detail orientation to this exciting opportunity! You will complete various administrative tasks for onboarding and management of individual client investments and group pension plans. To accomplish this, you’ll do the following:

» Gather data to initiate the new client process and establish key contacts for ongoing administrative inquiries and transactions.

» Proactively interact with clients to make their financial lives simpler and their experience exceptional.

» Administer tasks required for group retirement plans, including preparing annual plan reviews, servicing member inquiries, liaise with group plan carriers and serving plan sponsor requests ensuring their questions are fully answered.

» Maintain client records in our client relationship management system.

» Ensure advisors have the information they need, when it is needed, to service clients well.

IDEALLY, YOU’RE SOMEONE WHO BRINGS:

» A minimum five years of experience in administrative support and client services, ideally in a professional service-driven business environment; financial services industry experience is an asset, but is not essential; full training will be provided.

» Proven ability to complete selected administration tasks which can include document reviews, archiving, tracking documentation, and accurate data processing; insurance and group plan administration experience would be an asset.

» Strong organization skills, accuracy and detail-orientation are integral to success in this role.

» Intermediate level fluency with Word, Excel and database programs

» While you will have clearly defined responsibilities, the company’s work environment is strongly team based, and you will be expected[LO1] to develop strong peer relationships for the benefit of the entire team.

» A professional demeanor coupled with a positive and constructive sense of humour.

» Formal office administration or bookkeeping training would be a definite asset.

» The position is Monday to Friday, 40 hrs/week.

WHY YOU SHOULD APPLY

We offer competitive compensation, Group Retirement plan, Group benefits package, a fun and challenging work environment and an opportunity to be part of a great growth story with unlimited potential. Need more reasons to apply? Here are a few:

» Enjoy a reverse commute to our South Surrey office – you get to see traffic without being in it!

» Flexible work hours

» A strong team environment and all the resources you need to be successful

Application deadline: 2021-08-06

Expected start date: 2021-08-30

Job Types: Full-time, Permanent

Salary: $20.00-$27.00 per hour

Benefits:

• Extended health care
• RRSP match

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor’s Degree (preferred)

Experience:

• administrative assistant: 5 years (required)
• Financial services: 1 year (preferred)

Work remotely:

• No