Client Service Administrator

JOB TITLE: Client Service Administrator

BRANCH NAME:  Assante Vancouver Centre, an independent branch of Assante Financial Management Ltd

BRANCH LOCATION:  Vancouver, BC

POSTING DATE:  November 16, 2021

APPLICATION DEADLINE:  December 1, 2021

HOURS PER WEEK:  37.5

CONTACT:  Lauren Abernethy (labernethy@assante.com)

JOB DESCRIPTION

Assante Vancouver Centre branch is a premier wealth management firm with offices in downtown Vancouver. With over 30 years in the industry, our branch offers our clients a personalized and comprehensive planning experience.

 

Our branch is hiring! We are looking to hire four Client Services Administrators (MFDA & IRROC) to provide support for Financial Planning teams in servicing their clients, supporting their workload, and contributing to the overall success of the team. This is a tremendous opportunity for any individual who wants to take their proven administrative experience and top-level client servicing to new levels working with a branch who continuously achieves excellence in their field.

 

Send in your resume as soon as possible and if you meet the qualifications of the positions, we will be in touch right away to share more on what is available.

 

These are all full-time positions available immediately. Jobs will require working on premise.

DUTIES AND RESPONSIBILITIES

• Play an integral role as part of a team with the Financial Planners and administrators;
• Assist in the completion of required materials and tasks before, during and after client meetings;
• Assist with form preparation, statement requests and other administrative requirements as required;
• Coordination of investment and insurance transactions/paperwork, including investment trades, account opening and compliance documents;
• Tracking and follow up to ensure completion of investment and insurance transactions;
• Follow up with head office, insurance or fund companies for information as required;
• Respond to client inquiries and issues in a timely, responsive manner and escalating to Advisors when appropriate;
• Maintain a strong understanding of industry regulations, policies & procedures, and compliance requirements;
• Provide holiday coverage of other administrative team members;
• Marketing or event support;
• General administrative duties:
  • Use business tools and technology to organize team’s efficiencies and organization
  • Seek to improve current systems & processes
  • Meetings, appointments and professional development booking for advisors
  • Help organize data, information and files in File Servers, Team Manuals and CRM.

EXPERIENCE AND QUALIFICATIONS

• Minimum of two years of administration experience in financial services sector;
• Preference given to someone who worked in a similar role in client service and/or financial administration;
• Working knowledge of investment products and plans is an asset
• Post-secondary education; or relevant work experience

ADDITIONAL NOTES

Please apply with your current resume to: labernethy@assante.com 

We thank all applicants for their interest; however only those selected for an interview will be contacted.