Financial Services Administrator

Location
11420 27th Street SE, Calgary, AB T2Z 3R6
 
Benefits
Pulled from the full job description
Life insurance
Disability insurance
Vision care
Dental care
Extended health care
On-site parking
 
Full job description
Job Description:

Our Financial Services boutique firm located in South East Calgary has an exciting opportunity for a Financial Services Administrator to join our team. We are looking for a career minded and detail-oriented individual with excellent mathematical, organizational and people skills to fill this full-time position.

The successful candidate will initially be trained to complete the paperwork, processing and follow up of transactions, preparing meeting agendas and handling of client requests. Providing assistance by attending client and prospective client meetings and helping create financial plans will be the natural progression for this position. Hours are Monday to Friday, 8:00am to 4:30pm.

Qualifications:

- Post secondary education is an asset

- Basic understanding of Investment Accounts required (RRSPs, TFSAs, etc.)

- Experience with Microsoft Office is required (Excel, Word)

- Experience in the financial services industry would be an asset

- Completion of the LLQP (Life License Qualification Program) is an asset

- Strong skills in mathematics, communication, organization, time management and problem solving

- Shows initiative with a high level of professionalism

- Detail-oriented and ability to multi-task

- Dedicated to providing our clients with exceptional customer service

- Must be punctual, dependable, self-motivated, confident, presentable and have a good attitude

- Comfortable making phone calls to existing clients and prospective clients

Duties Include:

- Processing, monitoring and following up client financial transactions

- Communicating with various financial institutions

- Learning an industry client contact database program

- Maintaining and updating confidential client information

- Gathering and organizing client information to prepare meeting agendas

- Assisting Financial Planners with general meeting preparation (eg. statements, investment paperwork)

- Handling client service requests in person and on the telephone

- Attending client meetings when required

- Open to furthering industry education (paid for by employer)

This salary plus bonus position is a career opportunity with excellent group benefits and is full-time and available immediately. Salary to be based on experience and education, bonuses to be based on performance.

If you are looking to join an established firm that offers growth, a stable working environment, the opportunity to learn from a leader in the industry and a commitment for career development, this is the place for you! What are you waiting for? Apply today!

We thank all applicants, however only those selected for an interview will be contacted.

Job Types: Full-time, Permanent

Benefits:

Dental care
Disability insurance
Extended health care
Life insurance
On-site parking
Vision care
Schedule:

Monday to Friday
Work Location: In person

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