Advisory Services Coordinator

Posted 5 days ago

Apply Now AI Interview Copilot

Job Details

Full Time

Location

Vancouver, BC

Salary

dollar sign 50,000 to 60,000 per year

Job Description

Job Description:

Are you passionate about managing client relationships and ensuring compliance with financial procedures? If that resonates with you, we have an exciting opportunity just for you! Join a corporate team as an Advisory Services Coordinator in the heart of downtown Vancouver.

What’s in it For You:

Competitive pay: $50k - $60k/year
Location: Downtown Vancouver
Competitive perks and pay package.
Chances for professional growth.
Allowance for transit.
RRSP matching following a year of work.
Collaborate with seasoned experts in the financial advising sector.

What You’ll Do:

Assist with financial and insurance paperwork.
Coordinate appointments and liaise with partners.
Process contributions, withdrawals, and recurring payments.
Remind clients of financial deadlines.
Provide account summaries and reports.
Share tax-related and financial product information.

Prepare meeting agendas and materials.
Update and maintain client records.
Document client interactions.

Support financial review processes.
Engage clients and schedule meetings.

About Hunt Personnel/Temporarily Yours

Hunt Personnel/Temporarily Yours is one of Vancouver's most well-established and successful recruitment firms. We recruit top-quality candidates for some of the most high-profile companies in the lower mainland. Our specialty areas are Administrative Support, Accounting & Finance, Legal Support, Call Centre and Customer Services Office Administrative Recruitment, Temporary Office Administrative Staffing, Human Resources, Supply Chain & Logistics, Legal Assistants & Paralegals, PR & Communications, Sales & Account Executives, Marketing & Communications, IT & Network Support and Management & Professional placement.