Details:
Excellent opportunity within the financial services industry. Seeking a highly organized and motivated individual who is interested in a long-term opportunity to help shape a leading Wealth Management practice located in Campbell River. Individual must be detail- and service-oriented and have experience with workflow and processes within the wealth management or service industry.
Your responsibilities will include, but not be limited to:
• Receiving client inquiries on behalf of the Advisor and determining appropriate course of action.
• Proactively resolving client issues, concerns and request
• Processing new business including completing and submitting applications
• Assisting in the preparation of a prospect or client file prior to meetings
• Tracking open items and bringing them to completion
• Maintaining updated client files and database
• Keeping track of client life events and changes
Qualifications & Experience:
The appropriate candidate will possess the following qualifications:
• Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience
• MFDA/AMF or RR IIROC license and Insurance (or the ability to obtain it)
• Past experience in a role requiring new business processing, ideally within the financial services industry
• Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point)
• Strong verbal and written communication skills
• Customer service orientation, with a demonstrated ability to professionally interact with clients, both on the phone and face-to-face
• Excellent organizational and time management skills, with the ability to quickly adapt to ever-changing priorities/time restrictions
• Knowledge of social media as an asset
In addition, the appropriate candidate will possess the following attributes and will be able to provide examples of how he or she has demonstrated each:
• Self-starter who takes initiative and can work independently
• Good listener
• Problem solver with an ability to anticipate and understand future steps necessary to accomplish tasks
• Enthusiastic
• Flexible and willing to adapt and evolve