McLeod Mooney Financial Planning Inc. has an exciting opportunity for you!
Join our fun, positive, and friendly workplace. We are a cultured, experienced, multi-disciplinary Financial Planning team that aim to provide all of our clients with the highest level of service and financial advice through all stages of life.
We have built our company on a foundation of honesty, integrity, hard work and family values. We believe in building partnerships with all of our clients and giving back to the communities in which we live and work.
The Opportunity:
McLeod Mooney Financial Planning Inc. is looking for an enthusiastic, reliable, positive, and friendly, full-time Administrative Assistant to join our growing and committed team in Delta, BC!
Must Haves:
Customer Service Champion - you are a tried and true expert at providing customer service. Your ideas are creative, adaptive, and they yield results!
A People Person - you get along well with different personalities. Your charisma helps you meet peoples needs and the goals of the organization
Trustworthy: You know how to maintain private information confidential, and whether working alone or in a team, you accomplish tasks with little supervision because you know your hard work will speak volumes of you and your professional ethic!
Problem Solver: no problem stands a chance with you! Because you always keep a close eye on the situations your encounter, you find ways to actively find solutions to target any foreseeable problems.
Job Responsibilities:
Provide a world-class customer service experience to our clients
Prepare account opening documentation and follow up on documentation with clients or back office as required
Follow up on client trades to ensure proper settlement and delivery
Maintain current knowledge of client accounts by reviewing daily activity online and on applicable reports
Maintain all pending plan transfers to ensure proper settlement and delivery
Schedule client appointments for financial planning reviews
Prepare client review materials, correspondence and reports
Utilize contact management systems for daily task management and client record-keeping
Assist in filing and preparing mailings such as seminars, newsletters and information packages.
Conduct various administrative functions as required including the review of incoming mail and answering telephone calls.
Perks and Benefits:
Ongoing paid training provided
Fun, positive, and friendly work environment
Several opportunities for growth and development
Reward and recognition-based culture
Discounts for you and extended family and friends on our services
Competitive hourly compensation
Standard office hours apply
If you are interested in this opportunity, please send your resume and cover letter to ian@mcleodmooney.com – in the heading use “Application for Administrative Role” All applications will be reviewed. We thank all applicants for their interest, but only those short-listed will be contacted for an interview.
McLeod Mooney Financial Planning Inc. is an equal opportunity employer. We do not discriminate because of race, color, religion, national origin, sex, disability, or age. All applications are welcome!