Financial Confidence Advisors Inc Hiring for Administrative Assistant Job at Vancouver Full Time

Job description

We are a boutique financial services firm located in downtown Vancouver specializing in business continuity, estate maximization and legacy planning utilizing life insurance strategies. Our growing firm is looking for someone who is a team player, personable, motivated and ready to take on a new challenge.

FIRST PRIORITY OBJECTIVES:

Support Financial Planner in the following ways:

– Schedule 6-8 client meetings each per week

– Schedule 1 Center of Influence meeting each per week

– Maintain a tracking and follow-up system

-Provide daily and weekly communication with advisor

-Manage calendar

-Assist with file preparation for all client meetings

-Focus on cost effective use of time, technology and resources

-Communicate with clients professionally by email and phone

-Prepare client engagement and non-disclosure forms

ADMINISTRATIVE DUTIES:

– Make restaurant and boardroom reservations when necessary

– Update CE credits

– Renew life insurance licenses and memberships

– Renew Errors and Omission coverage

– Maintain up-to-date and accurate files of hard copy documents and correspondence

– Sort all credit card receipts and submit expense report

-Deal with advisor’s IT issues

-Ensure all appointments and emails are tracked in the CRM

-Update all contact records in the CRM

General Administrative Duties

– Order all office supplies/retrieve mail/scanning/filing

– Other duties as assigned (e.g. ordering floral arrangements, coffee runs)

MARKETING SUPPORT:

– Plan periodic seminars with presentations on corporate-related insurance or investment planning

– Secure and organize suitable event locations

– Prepare and manage guest invitations & confirmations

– Send out Christmas cards, birthday cards, bereavements cards and calendars

– Mass mailings (Blog post and other articles)

TRAVEL ARRANGEMENTS:

– Coordinate all travel arrangements including flights, car rentals and accommodations

– Manage any changes made to travel plans

– Prepare travel itinerary and confirm all travel details in writing

– Coordinate conference/workshops/meetings while advisors are travelling

-Register advisors for all relevant conferences

INTERPERSONAL & LEADERSHIP DEVELOPMENT:

-Know key contacts and apply appropriate protocols when communicating with these key persons

– Develop relationships with management and administrative staff

– Contribute to organizational teamwork by working collaboratively with staff and communicating openly

MEETING SUPPORT:

– Assist Sales Support with the compilation of life insurance and investment reporting

– Ensure meeting agendas and any supporting materials are well-prepared

– Help design PowerPoint presentations for client meetings

Job Types: Full-time, Permanent

Salary: $45,000.00-$60,000.00 per year

Job Types: Full-time, Permanent

Salary: $45,000.00-$60,000.00 per year

Benefits:

• Dental care
• Disability insurance
• Extended health care
• Paid time off
• RRSP match
• Vision care

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends