Client Services Associate - Ottawa, Canada - Trimaran Advisory Group Ltd.

Description

Administration and Client Services


Weekly hours: 30 hours/week (4 days a week)

Hourly rate:
$20.00/hour

Target start date:
End of February 2023

About the company:

Trimaran Advisory Group is a financial family enterprise and legacy advisory firm that specializes in Family Business Succession, Legacy Planning, and Estate and Wealth Management for entrepreneurs and business owners.

We focus on one thing - _helping our clients gain clarity around their wealth to help them protect and control their life's work by making wise choices_.

We take pride in helping our entrepreneur and professional clients reach their planning and financial goals. Our clients take comfort knowing we'll be there to help them when the tax and financial landscape becomes complex.


About the role:
Client Service

• Answer phones/client inquiries and direct to appropriate person
• Complete and process insurance policy requests (transfers, offers, changes/updates, etc.)
• Followup with clients on unpaid premiums
• Complete monthly reporting (CSV reports, downloading statements, etc.)
• RRSP/RESP contribution recording and summaries
• Annual tax documentation management o Preparation for client meetings (prep boardroom, prep meeting documents)
• Family/Corporate Desk Reference creation and maintenance

Administrative

• Cleaning/organizing internal database
• Data entry
• General administrative tasks
• Filing/Scanning
• Record and distribute meeting minutes
• Mail management (incoming/outgoing including secure online portals)
• Office supplies ordering

General

• Collaborating with colleagues

About you:

• You are a great communicator. You love people and know how to treat them. You speak English and hopefully French.
• You are organized.
• You have a need to find errors but are happy if you don't you are detail oriented.
• You know what to do and you make it happen you know how to prioritize your work and manage your time.
• You are not afraid of Office 365, Sharepoint, CRM software, and website management sites you know how to work with Word, Excel, Powerpoint, Sharepoint and Squarespace. You have a few tricks up your sleeve and are willing to learn other tools and apps.
• You understand that there is no "i" in team you are a great team player
• You don't wait to be told you demonstrate initiative.
• You can see into the future you have an ability to anticipate needs.

- "Sherlock" is your middle name - you are curious, alert, responsive, and resourceful.

• You are tech savvy you know a scam when you see one and you won't be caught unaware
• You bring your smile daily It doesn't cost a thing.
• You want to be part of a growing, expanding, ever evolving team and business

How we like to get to know people:

• Standard interviews don't allow us the opportunity to actually KNOW you, and finding the RIGHT FIT is our priority. We want a great fit for our team, and also for you Let's have a coffee and get to know each other.

Please submit both your resume and cover letter for consideration.


Job Types:
Full-time, Permanent


Salary:
$20.00 per hour


Benefits:

• Dental care
• Employee assistance program
• Extended health care
• Life insurance
• Onsite parking
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Ability to commute/relocate:

• Ottawa, ON: reliably commute or plan to relocate before starting work (preferred)

Education:

• Secondary School (preferred)

Work Location:
One location