Client Services Assistant,

Blackburn Davis Financial is a boutique Financial Planning Firm focused on delivering exceptional client service. We're seeking a motivated person with a positive attitude to fill an Administrative Assistant (insurance and investment) role on our team. Our office environment is one that suits a dynamic, self-motivated individual who wants their contributions to be recognized and who enjoys working independently but as a valued member of a close-knit team.

Responsibilities:

• Ensure our office runs smoothly and clients' account servicing needs are met. This might involve preparing files for meetings and/or processing client transaction requests post-meetings
• Ensure the integrity of our accounts and quickly identify and resolve any outstanding issues or concerns
• Ensure that critical deadlines are met and that tasks are completed effectively
• Communicating with our clients in a positive, helpful, and proactive way
• Communicating with various suppliers, coordinating with clients' accountants, and ensuring advisors are aware of any details that need their attention
• Maintain the use of systematized processes, filing systems, and customer relationship management tools
• Provide accurate Word, Excel and Adobe support by composing and/or editing a variety of documents, spreadsheets and presentations
• Provide back-up and support to other team members
• Staying organized and keeping our advisors organized by implementing and adhering to our current processes and systems
• Proactively looking for ways to improve our current processes and enhance our client's experience

Qualifications:

• Related post-secondary education
• Strong attention to detail and ability to prioritize
• Excellent interpersonal skills and organizational skills
• Strong verbal and written communication skills
• Proficient with Microsoft 365, Adobe, CRM
• Self-starter who is customer service-oriented and can work with minimum supervision
• Related industry experience strongly preferred

Working Conditions:

• Blackburn Davis Financial offers a flexible work environment in a private office setting

We offer a competitive total compensation package including a bonus program, a comprehensive benefits package, and the opportunity for personal development and growth.

Job Type: Full-time hours per week)

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• RRSP match
• Vision care

Schedule:

• Monday to Friday

Experience:

• Financial or insurance office: 1 year (preferred)

Work Location: In person

Job Type: Full-time

Pay: $50,000.00-$65,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• RRSP match
• Vision care

Experience:

• Investment or insurance office: 1 year (preferred)

Work Location: In person