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We're Hiring!

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 – 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!

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