Overview
Administrative Assistant Jobs in Victoria – British Columbia – Canada at Navacord
WHAT:
Administrative Assistant, Financial Services, Full-time
WHERE:
Victoria Arbutus Financial is a comprehensive financial services firm, serving the needs of individuals, companies, business owners and their families. Located in Victoria, we have a thriving practice, brilliant and thoughtful clients, and a fun and
dynamic
work environment
.
Our team is committed to our clients and to each other both personally and professionally. We hold values that are Professional, Accountable, Committed and Thorough – this is our PACT. We are world class at what we do, how we treat each other and our clients and what we contribute to our community. We take our roles seriously and enjoy a joyful team spirit, as we work together to nurture the needs and dreams of our clients.
Arbutus Financial is also a proud partner of Navacord, one of Canada’s top four commercial insurance brokerages and a leader in wealth and risk management services.
As a key part of the Arbutus Financial family, you will be responsible for all major administrative aspects of the firm. These include processing insurance and investment transactions, follow-up to confirm completion and accuracy, database management, client contact, written correspondence, filing and other administrative duties.
You will
work closely with other team members locally and in other Arbutus Financial offices in the servicing of our clientele.
Some natural gifts you possess are resourcefulness, accuracy, strong organizational and
analytical skills
, high capacity for learning, flexible, ability to work independently and as part of a small team, kind, warm, sense of humour and strong computer skills. Also, you will be a self-starter with the ability to make choices that are in service of the team and our clients.
You will
be a finisher, with great pride in your quality of work. Finally, you will be a clear and professional communicator with a desire to write, report and represent Arbutus Financial in various ways.
Major
Responsibilities
and
Duties
1. PROCESSINGEnsuring all investment and insurance paperwork is accurately completed. Taking copies and forwarding originals to appropriate financial institutions. Timely handling of all paperwork.
Ability to
meet multiple deadlines under pressure.
2. FOLLOW-UPSystematic follow-up as appropriate to ensure client transactions and requests are completed accurately and on time. Investigate and resolve inquiries and refer them to the financial advisor when appropriate. Intuitive approach to resolving issues promptly and effectively.
3. TECHNOLOGYQuick, accurate and effective with technology. Managing and maintaining with high accuracy our CRM database. Competency with MS Office, Dataphile, and other software tools.
4. CONTACTProactive, polite, courteous, and professional client contact, by phone, email, and letter. Strong verbal skills. Welcoming to clients when they arrive at our office. Personable, warm, and friendly.
5. WRITTENProfessional and courteous writing style applied to all correspondence. Development and application of standardized
communication
processes. Working knowledge of MS Office. Very accurate with correct spelling and proper use of grammar.
6. FILINGFiling of all client documentation, filing of all financial institu…
Title: Administrative Assistant
Company: Navacord
Location: Victoria – British Columbia – Canada
Category: Administrative/Clerical, Finance & Banking
