Administrative AssistantGilbert Wealth Management • Kamloops, British Columbia, Canada
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Administrative Assistant
Gilbert Wealth Management
- Kamloops, British Columbia, Canada
- Kamloops, British Columbia, Canada
À propos
We operate as a close-knit team and are seeking a detail-oriented and organized Administrative Assistant to join our growing firm. This role is vital in supporting daily office operations, ensuring an efficient workflow, and delivering exceptional client service. The ideal candidate will have strong administrative experience, excellent communication skills, and proficiency with various office software tools. We are looking for someone who thrives in a professional environment where organization, accuracy, and attention to detail are highly valued.
This is a full-time, permanent position offering a competitive salary and a private health spending account (details provided during the interview process). Only candidates who meet the required skills and qualifications will be contacted for an interview.
Key Responsibilities
Client Meetings for Advisor
Pre- and Post-Case Preparation
Insurance & Investment Services
Client Service
Administrative Services
Support other team members
Client Meetings for Advisor
Schedule Client meetings and appointments for the advisors
Manage advisors' schedules/calendars
Prepare client files and review documentation prior to each meeting
Pre- & Post-Case Preparations
Pre-brief and debrief client meetings with advisor.
Co-ordination, preparation, and completion of client meeting agendas, quotes, presentations, spreadsheets, statements, forms, and materials for client meetings and reviews. Be the communicator with the client for outstanding documents
Preparation of concepts, financial plans and supporting material
Insurance & Investment Services
Review of forms, applications & paperwork for accuracy and completeness
Business processing and follow-up
Follow up on outstanding information and requirements, co-ordinate with supplier companies, prepare statements
Manage and expedite the underwriting process for insurance, including liaising with underwriters, paramedical and medical organizations
Investigate and solve administrative issues accurately and completely
Understand and comply with compliance standards and regulations
Ensure client data is up-to-date.
Develop and maintain effective workflow policies and procedures with other team members
Monitor progress of new business applications
Review client file and CRM for next actions and planning/sales opportunities
Communicate with clients to keep them informed of where they are at in the process
Insurance & Investment Services
Review of forms, applications & paperwork for accuracy and completeness
Business processing and follow-up
Follow-up on outstanding information and requirements, coordinate with supplier companies, prepare statements
Manage and expedite the underwriting process for insurance, including liaising with underwriters, paramedical and medical organizations
Investigate and solve administrative issues accurately and completely
Understand and comply with compliance standards and regulations
Ensure forms are up-to-date.
Develop and maintain effective workflow policies and procedures with other team members
Monitor progress of new business applications
Review client file and CRM for next actions and planning/sales opportunities
Communicate with clients to keep them informed of where they are at in the process
Client Services
Reception duties—greet clients upon arrival, answer phones
Confirm Appointments
Prepare client correspondence
Professionally respond & assist clients who inquire with phone calls and/or e-mail by creating a prompt and high-touch experience
Solve problems with tact, diplomacy and professionalism
Sustain a good rapport with clients and maintain the company image through effective communication
Administrative Services
Upload client paperwork into CRM client profile
Client account updates—address and bank account changes
Ensure address/name changes are updated with appropriate companies
Act as liaison between companies and the advisors
Prepare lists for client contact, meetings to be scheduled and assign to appropriate team member
Transcribe voice recordings and/or meeting notes
Maintain databases.
Investigate and solve administrative issues accurately and completely.
Order supplies and materials required by the business and individuals.
Filter email and delegate.
Use internal systems to know business performance at all times. Work hard to ensure objectives are met.
Support other Team Members
Pitch in where needed
Provide backup support to other team members who may be absent due to illness, injury, or vacation.
Skills and Abilities
Experience in a financial services advisory firm preferred
Post-Secondary Education
Microsoft office (Word, Excel etc.) and sharepoint proficiency
Have an exceptional client focus, understand the client's perspective, and anticipate client concerns.
Follow through—clients must always view the firm as keeping our promises.
Effectively manage a multitude of activities
Be a flexible team player with the ability to work in a very busy, fast-paced professional environment.
Have a strong work ethic, exceptional organizational and time management skills.
Know when you don't know and find out—ask and find resources.
Job Type: Full-time
Pay: $55,000.00 per year
Benefits:
Dental care
Employee assistance program
Extended health care
On-site parking
Vision care
Experience:
Office: 2 years (preferred)
Work Location: In person
Compétences linguistiques
- English
Avis aux utilisateurs
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