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Administrator for financial services company - 12 to 18 month contract

Location
Vancouver, BC
Details
Contract
6 days ago

We have a long-term maternity leave contract with an employer in the Investment field that will be of interest to a very detailed Admin Assistant who is keen to learn, curious and comfortable with changing processes.  The position is expected to start in March for approximately 12-18 months.  The first couple weeks of training will be in the downtown Vancouver office, observing the WorkSafeBC protocols around COVID-19. This will become an in-office role as soon as the BC Public Health Office indicates that it is safe for office workers to return to workplaces, but remote for the next few months. Best estimate is a late summer/early Autumn move from remote to office-based work. 

  

The primary role of the administrator is to provide operational support to the Institutional Portfolio Management group. This position will appeal to someone with some experience in the financial services industry, preferably within an investment management setting, who is passionate about client service, zealous in their pursuit of operational efficiency, and comfortable working in a team-based environment. 

Key duties will include preparing client reports, presentations and correspondence; maintaining contact information in the CRM database, overseeing client onboarding, supporting the transition of the CRM system with regard to data migration and workflow development and helping with ad hoc project. 

Qualifications: 

  • Experience working in the investment or financial services industry would be a definite asset 
  • Excellent writing and editing skills 
  • A dual passion for efficiency and client service 
  • Experience initiating workflow improvements and managing transitions in technology platforms 
  • Proficient in Word, PowerPoint and Excel (pivot tables, VLOOKUPS) 
  • Strong Outlook skills  (shared calendars, meeting ownership) 
  • CRM database experience 
  • Exceptional verbal communication skills, and demonstrated ability to interact directly with clients 
  • Ability to manage multiple tasks and changing priorities 
  • Completion (or current enrollment) in the Canadian Securities Course preferred but not essential

Compensation in the $45-50k per annum range, commensurate with skills and experience.  Please send your resume to the attention of Kristel Rundmann. 

Category
Administrative Banking, Finance and Insurance