Responsibilities:
- Provide administrative support to Advisor including managing calendars, scheduling appointments, DocuSign's and coordinating meetings
- Assist with proofreading and editing documents for accuracy and clarity
- Answer phone calls, ensuring a professional and friendly demeanor
- Perform data entry tasks, ensuring accuracy and attention to detail
- Assist with organizing and maintaining files and records
- Support other team members with various administrative tasks as needed
About Us:
Beyond Business Financial Solutions Inc was established in 2003. Since then, our mission has never wavered: We provide customized investment strategies and specialized insurance solutions to enable a long-term focus on client wealth accumulation and protection. The need for our services is growing and therefore we are looking for a new team member to grow with us. If you are a client-focused professional, you would be a wonderful addition to our team.
Additional Benefits:
- culture of valuing work life balance
- working with one advisor ONLY
- 3 to 4 weeks of paid holiday's
This dedicated role is to help support the Financial Planner by providing exceptional service to exceed client expectations. This includes, but is not limited to the following:
Qualifications:
- Previous experience in an administrative or assistant required
-Insurance license a requirement or working towards
- Strong organizational skills with the ability to prioritize tasks effectively
- Excellent written and verbal communication skills
- Proficient in using Microsoft Office Suite (Outlook Calendar, Word, Excel) and Google Suite, DocuSign and Client Management System
- Ability to type accurately and efficiently
- Attention to detail and strong proofreading skills
- Professional phone etiquette and customer service skills
Note: This job description is intended to provide a general overview of the position. Duties may vary depending on the specific needs of the department or organization.
Job Types: Full-time, Permanent
Pay: $40,000.00-$60,000.00 per year
Benefits:
- Company events
- Flexible schedule
- On-site parking
- Paid time off
Education:
- Secondary School (preferred)
Licence/Certification:
- Life Insurance License(working towards) (required)
Work Location: In person
