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Title posted on ZipRecruiter - Client Services Coordinator Executive Assistant
Posted on September 09, 2024 by Employer details Stephen Whipp Financial @ Leede Financial
Job details
<h3>Job Description</h3><div>Job Description<div><p><strong>Position Title: Executive Assistant/Client Service Coordinator</strong></p><p><strong>Position Summary</strong></p><p>Stephen Whipp Financial is a small associate office of Leede Financial Inc. currently located in downtown Victoria. Stephen Whipp Financial specializes in <span class="long-word">ethical/responsible</span> investing. The Executive Assistant/Client Servicing Coordinator (referred to as the Executive Assistant in this job description) is the face of the practice to clients, prospective clients, and the community. As such they must understand the values and ethics that underlie the practice and represent them enthusiastically.</p><p>The Executive Assistant is a demanding and dynamic position, running a small office, organizing Stephen's time and work, and along with the current Administrative Assistant provide administrative support to other advisors in the practice. The job runs the gamut from basic clerical tasks to using sophisticated software applications, preparing complex reports, organizing meetings/events and representing Stephen Whipp Financial to others. They must be a flexible self-starter who, thrives on change, multi-tasks and problem-solves easily, loves to learn, and works well with people. Reporting to and working closely with Stephen, they are expected to work collaboratively with other members of the team.</p><p>This position requires someone who has several years' experience in the industry.</p><p> </p><p><strong>Responsibilities</strong></p><p>The Executive Assistant will create and maintain an efficient, organized and welcoming office environment that reflects the values of the practice and exceeds the standards of the industry. This requires multi-tasking and problem solving on a daily basis, proactive work-planning, responding to changing priorities and anticipating tasks and issues before they arise. It also requires excellent inter-personal communication skills, a good understanding of marketing and communication strategies and the ability to carry out established policies and procedures.</p><p>The key duties and responsibilities are set out below. Because this is a small office operating in a changing environment, additional duties may be assigned as required.</p><p> </p><p><strong>Executive Support - Support of Senior Financial Advisor, Stephen Whipp (20%)</strong></p><p>Maintaining and coordinating Stephen's calendar including making client appointments</p><p>Taking, preparing and distributing notes/minutes of meetings</p><p>Providing time management support</p><p>Assisting with managing Stephen's e-mail/paperwork</p><p>Making travel and accommodation arrangements</p><p>Preparation of correspondence and reports</p><p>Representing Stephen Whipp Financial, including attending networking events</p><p>Organizing specific projects or events as directed</p><p> </p><p><strong>Client Service Support - Primary Role in Support of Advisors (70%)</strong></p><p>Using client relationship management system (Maximizer)</p><p>Proactive client contact and appointment scheduling</p><p>Drafting and preparing letters (templates and unique)</p><p>Reviewing, analyzing and having client files updated in preparation for client meetings</p><p>Completing and checking of forms</p><p>Follow-up actions and documentation of all client interactions</p><p>Receiving client calls and inquiries and determining appropriate actions</p><p>Proactive investigation, documentation, resolution and reporting of client issues with Leede Financial head office and other financial institutions or companies</p><p>Planning and coordinating client appreciation activities</p><p> </p><p><strong>Financial Planning Support - Secondary Role in Support of Senior Financial Advisor (5%)</strong></p><p>Assisting with financial plans, proposals and presentations using a variety of software</p><p>Printing and binding of reports and management of client binders</p><p>Review of client file- LocationVictoria, BC
- Workplace information On site
- Salary$67,830.65YEAR annually
- Terms of employment Permanent employmentFull time
- Start date Starts as soon as possible
- vacancies 1 vacancy
- Source ZipRecruiter #8a3d492c
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