Client Services Coordinator

JOB TITLE:  Client Services Coordinator

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

BRANCH LOCATION:  Vancouver Downtown Office

POSTING DATE:  October 4, 2021

APPLICATION DEADLINE:  November 26, 2021

HOURS PER WEEK:  37.5

CONTACT:  Lauren Abernethy (labernethy@assante.com)

JOB DESCRIPTION

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

One of our highly successful and professional practice teams is looking to hire a enthusiastic administrator who ideally has experience in the financial services industry.  This position works within a four-person admin team to provide the top level client service support to four planners and assist with administrative support in a fast-paced day to day operation.  This is a fantastic opportunity for an individual who considers their strengths being organized, relationship building, efficient and creative.

This is a full-time position with a competitive compensation and benefits package.  The job opening is immediate.

RESPONSIBILITIES

• Driving delivery of our service standards and ensuring we deliver what was promised
• Meetings, appointments and professional development booking for advisors (heavy calendaring)
• Meeting preparation as assigned
• Respond to client inquiries and issues in a timely manner and escalating to Advisors when appropriate
• Maintain client database in Salesforce CRM and paper files
• Marketing initiatives including newsletters preparation, social media postings,
• Provide basic technology support to advisors, team and clients
• Participation in tax preparation and admin support during tax season
• Trade processing overflow, coverage and support for team processor
• Executive Assistant duties as needed for Senior Planner
• Use business tools and technology to organize team’s efficiencies and organization
• Seek to improve current systems & processes
• Keep up-to-date with compliance rules and administrative procedures
• General administrative duties such as:
  • Supply ordering
  • Coordination and preparation of statement and other mail outs
  • Venue booking for outside office meetings/conferences
  • Event planning and organization
• Other duties as needed

QUALIFICATIONS

• Positive, energetic and confident with a commitment to a flawless client experience
• Professional interpersonal, written and verbal communication skills
• Experience working in a cooperative team environment
• Education and/or experience in the field of financial services an asset
• Skills with MS Office (Outlook, Excel & Word) and Salesforce are an asset
• Ability to prioritize workflow daily and reprioritize as required adapting to changing needs of our clients and advisors

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