3 meilleures offres (financial advisor assistant, kelowna bc) (à pourvoir)

Noble Pannu Wealth Management - Administrative Assistant
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- De 50 000 $ à 60 000 $ par an
- Temps plein
- Microsoft Outlook
- Salesforce
- Recherche
Postuler rapidement
il y a 4 jours
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- De 20 $ à 25 $ de l’heure
- Temps partiel
- Microsoft Outlook
- Hôtel
- Sens de l'organisation
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- Bourses d'Études

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Noble Pannu Wealth Management - Administrative Assistant

Noble Pannu Wealth Management
Kelowna, BC

Postuler rapidement

Détails du poste

Temps plein
De 50 000 $ à 60 000 $ par an
Il y a 4 jours

Profil recherché

Développement des relations avec la clientèle
Microsoft Outlook
Plateforme Salesforce
Salesforce
Expérience en soutien administratif
Expérience en opérations administratives et commerciales
Recherche
Développement des relations avec la clientèle
Expérience administrative
Service à la clientèle
Orientation axée sur le service à la clientèle
Saisie de données
Sens de l'organisation
Réception
Services financiers
Dactylographie
Compétences en communication
Interaction avec les clients

Description complète du poste

Administrative Assistant Position

Noble Pannu Wealth Management is one of Kelowna's most respected financial planning and wealth management firms. Led by Principals Stefano Pannu and Carly Gilmore, our team is driven by our clients' financial wellbeing and peace of mind — purpose, not products. We take on the paperwork so our clients don't have to, building thoughtful, easy-to-understand plans and long-haul relationships our clients trust. We are currently seeking an Administrative Assistant to provide outstanding organizational and administrative support to our Financial Advisory Team at our Kelowna office.

This is an excellent opportunity for a highly personable, dynamic, and self-reliant individual to gain first-class experience in the financial planning industry. You will work closely with our Client Services Associates and Financial Advisors in a busy, fast-paced practice, supporting case preparation, portfolio administration, and client service. This is not a “pushing paper” role: you must love working with people, be dedicated to ‘wowing’ clients, and be ready to adapt as our practice continues to grow.

MAIN FUNCTIONS & RESPONSIBILITIES

- Case preparation support to Financial Advisors (research, financial plans, investment policy statements, insurance quotes, etc.)

- New business processing, including forms and trade orders

- Client meeting support to Financial Advisors, including preparation of materials and follow-up

- Administrative duties for Financial Advisors: daily trades, data entry, photocopying/scanning

- Client service via phone, e-mail, and in person

PERIODIC SUPPORT FUNCTIONS & RESPONSIBILITIES

- Greet and assist clients as they arrive; answer and direct incoming calls

- Notify advisors of client arrivals and maintain/update the CRM system

- Book client meetings and assist with set-up/clean-up of meeting areas, including catering

- Accept deliveries and manage courier drop-offs/pick-ups

- Keep the reception area tidy and presentable

- Help develop and strengthen client relationships through referrals, centres of influence, and networking

- Other duties as may be required

MINIMUM QUALIFICATION REQUIREMENTS

- 1–2 years of experience in an administrative or reception role in a professional office environment (financial services experience is an asset but not mandatory — we are willing to train the right person)

- Excellent typing and computer skills, including MS Office and Outlook; experience with financial planning software or Salesforce is an asset

- Excellent interpersonal, verbal, and written communication skills, with a professional appearance and manner

- Strong organizational skills and attention to detail

- Proven ability to prioritize and multi-task to meet deadlines in a fast-paced environment

- Ability to work independently as well as part of a close-knit team

- A proactive approach to handling issues as they arise

- Strong desire to provide high-quality client service and long-term commitment to the role

WHAT MOTIVATES YOU

- Cooperation and teamwork, with some discretion in making your own decisions and ongoing opportunities to build your skills

- A balance of social and technical work — interacting with clients and advisors while also digging into detail-oriented, analytical tasks

- Predictable, structured activity paired with the need to meet specific deadlines

- Juggling more than one task at a time while still delivering scheduled, dependable output

- Measurable goals, clear guidelines, and recognition for accuracy, follow-through, and dependable work

There is a competitive compensation and benefits package available, with a salary range of $50,000–$60,000 per year depending on experience, along with opportunities for advancement within a growing wealth management practice.

While we thank you in advance for your interest and application, please be advised that we will only be responding to candidates selected for further consideration.

Pay: $50,000.00-$60,000.00 per year

Work Location: In person

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financial advisor assistant emplois - kelowna bc

Noble Pannu Wealth Management - Administrative Assistant

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