Financial Advisor Administrative Assistant
Location: Kelowna, BC
Position Status: CLOSED
Our Kelowna client in the Financial Planning industry is looking to add an Administrative Advisor Assistant to their productive and growing team. This role is integral to the efficient and effective operation of their professional office. The Advisor Administrator is responsible for executing accurate insurance and mutual fund investment transactions, maintaining complete client and corporate records, receiving and promptly responding to client requests, and ensuring client records and CRM remains current and accurate. This role interacts with clients directly
RESPONSIBILITIES:
Liaise with and respond to client inquiries and requests to proactively address their needs and concerns.
Understand and implement administrative processes to complete transactions in a timely and confidential manner and recommend revisions to internal processes to improve efficiency and effectiveness.
Manage and maintain client and corporate documentation and records, including physical file management and the customer relationship management (CRM) database.
Execute account management processes and transactions for new and current clients under defined time constraints.
Provide administrative support to a team of professional Financial Advisors in their client interactions, by preparing meeting agendas, reviewing client meeting notes to identify next steps, and monitoring and coordinating follow-up tasks.
Provide administrative perspectives to the team regarding business development and changes to corporate and client practices.
Understand and execute compliant practices and adherence to regulatory requirements.
Ensure accurate documentation of transactions and compliance with regulatory processes.
Provide general reception duties, including telephone reception, coordination of mail, and welcoming clients.
Provide general administrative support, such as generating reports and mailings.
Book and confirm client and partner appointments.
Participate in professional development and Dealer/MGA training.
Draft correspondence that supports administrative processes.
Contribute to the administrative management of the office.
Other duties as assigned.
REQUIREMENTS:
2+ years experience as an administrative assistant; financial services preferred.
Preference will be given to candidates who are licensed assistants and/or completed professional post-secondary administrative education.
Task-oriented approach.
Demonstrated success in delivering superior customer service while working in a positive collaborative team environment.
Demonstrated understanding of administrative processes.
Proficient with Microsoft Office particularly Word, Excel, PowerPoint, Outlook, and Adobe.
Experience working with client relationship management systems.
Strong listening, problem-solving, and research skills to resolve administrative problems or issues.
Excellent interpersonal and team-contributing engagement skills that include professional verbal and written communication skills.
Demonstrated capacity to prioritize tasks and transition from task to task adeptly, with attention to detail, within time constraints.
Exercise duties with discretion and trustworthiness and maintain the confidentiality of corporate and client information.
Commitment to ongoing learning and continuous improvement.
Please submit resume to kristie@kanrecruitment.com
We thank all those who express interest in this opportunity however only those short-listed we be contacted.
