6 meilleures offres (finance clerk, richmond, bc) (à pourvoir)

Client Service & Administrative Assistant (Wealth & Insurance)
Financial (Insurance and Investment) Firm —Richmond, BC
- De 18,25 $ à 25,00 $ de l’heure
- Temps plein
- Microsoft Word
- Logiciels de GRC/CRM
- Microsoft Excel
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Office & Finance Administrator
Revolution Waste Solutions Inc —New Westminster, BC
- De 30 $ à 40 $ de l’heure
- Temps plein
- Microsoft Word
- Google Suite
- Microsoft Excel
- Assurance Dentaire
- Assurance Vision
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Insurance Accounting and Bookkeeping Clerk
London Drugs Limited —Richmond, BC
- De 45 385 $ à 54 870 $ par an
- Temps plein
- Affaires
- Comptabilité
- Compétences en communication
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il y a 13 jours
Finance - Accounts Payable Clerk
Northland Properties —Vancouver, BC
- De 48 000 $ à 50 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Outlook
- Hôtel
- Assurance Dentaire
- Congés payés
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il y a 14 jours
Finance Clerk
TERUS CONSTRUCTION —Surrey, BC
- De 25 $ à 30 $ de l’heure
- Heures supplémentaires
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Senior Legal Administrative Assistant, Banking and Debt Financing
Lawson Lundell —Vancouver, BC
- De 72 000 $ à 85 000 $ par an
- Du Lundi au Vendredi
- Microsoft Outlook
- Anglais
- Expérience administrative
- Assurance Dentaire
- Bourses d'Études
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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : finance clerk (richmond, bc)

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Client Service & Administrative Assistant (Wealth & Insurance)

Financial (Insurance and Investment) Firm
Richmond, BC

Postuler rapidement

Détails du poste

Permanent | Temps plein

Compétences

Microsoft Word
Logiciels de GRC/CRM
Mandarin
Microsoft Excel
Microsoft Outlook
Tenue des dossiers
Gestion des fournisseurs
Coordination d'événements
DocuSign
Cantonais
Expérience en soutien administratif
Lutte contre le blanchiment d'argent
Classement
Anglais
Gestion d'agenda
Service à la clientèle
Orientation axée sur le service à la clientèle
Gestion des relations avec les fournisseurs
SharePoint
Réception
Services financiers
Gestion de budget
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Étiquette au téléphone
Procédures opératoires normalisées (PON)
Compétences en communication
Interaction avec les clients
Marketing
Permis de conduire
Gestion du temps

Description complète du poste

About the role

Be the first impression and the operations hub for our advisors. Deliver best‑in‑class customer service to every client—greeting, phones, inbox, scheduling, meeting prep, and paperwork—while moving cases forward with fund companies, insurers, and banks. You work precisely to SOPs, under time pressure, with flawless documentation and CRM hygiene.

What you’ll do

Client experience & front desk

Deliver the best customer experience to every client, every time across in‑person, phone, and video touchpoints.
Triage inquiries and resolve or escalate quickly per SOPs; capture all touchpoints in CRM.
Manage calendars, room bookings, confirmations, agendas/kits, and post‑meeting follow‑ups.

Advisor & case support

Prepare and QC applications and e‑signature packages; collect IDs; submit complete, accurate files.
Liaise with carriers/fund companies/banks to track new business, transfers, payouts, and outstanding requirements; clear blockers proactively.
Maintain orderly digital/paper files and audit‑ready CRM logs.

Marketing & events

Plan and execute client seminars/webinars/appreciation events end‑to‑end (objectives, run‑of‑show, guest list, RSVPs).
Venue & vendor management: holds, quotes, terms, AV/photography/catering/printing/signage; manage budgets and timelines.
Produce compliant collateral (agendas, handouts, email invites); coordinate post‑event follow‑ups and feedback tracking.

Operations & reporting

Maintain trackers/dashboards; produce weekly/monthly pipeline, service, and production reports.
Monitor SLAs, expiries, transfer statuses, and key dates; drive on‑time completion.

Compliance & privacy

Follow SOPs for identification, record‑keeping, and escalation related to AML/ATF; support KYC updates as directed by the registrant.
Protect personal information per policy and applicable privacy legislation.

What you bring — Must‑haves

2+ years of high‑volume, client‑facing admin (bank/wealth/insurance or similar).
Fluent English, Mandarin and/or Cantonese;
Polished written/verbal communication and professional phone etiquette.
High pressure tolerance and strong time management
Highly attention to details
Independent problem‑solving with consistent follow‑through.
Compliance mindset: follows SOPs precisely; maintains complete, current records; protects client privacy.
Tech‑savvy with Microsoft 365 (Outlook/Excel/Word/Teams/SharePoint), CRM, and e‑signature tools (e.g., DocuSign/Adobe Sign).
Valid driver’s licence and access to a reliable car for events/off‑site errands.
Legally entitled to work in Canada; background check clearance.

Nice‑to‑haves

Experience coordinating with fund companies/insurers/banks; familiarity with transfers and new‑business workflows.
LLQP (or willingness to complete) and/or foundational securities education (CSC/CPH) for growth in a regulated environment.
Prior experience supporting seminars/webinars or marketing communications.

How to apply
Apply with your resume on Indeed and include a short note on how you deliver “best-in-class” client service.

We thank all applicants. Due to high volume of applicants, only selected applicants will be contacted.

Job Types: Full-time, Permanent

Pay: $18.25-$25.00 per hour

Expected hours: 30.0 – 40.0 per week

Experience:

customer service: 2 years (preferred)
Financial services: 2 years (preferred)

Language:

Mandarin (preferred)
Cantonese (preferred)

Work Location: In person

Postuler rapidement

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finance clerk emplois - richmond, bc

Client Service & Administrative Assistant (Wealth & Insurance)

Office & Finance Administrator

Insurance Accounting and Bookkeeping Clerk

Finance - Accounts Payable Clerk

Finance Clerk

Senior Legal Administrative Assistant, Banking and Debt Financing

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : finance clerk (richmond, bc)

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