Administrative Assistant - Vancouver, Canada - CWB Financial Group

CWB Financial Group

Verified Company

Vancouver, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

At

CWB
, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

Administrative Assistant

Role Specifications

Location:
Vancouver

Hire range:
$42,200- $52,800

CWB Wealth

With roots going back to 1939, the founders of
CWB Wealth pioneered the concept of financial health through comprehensive financial planning and professional investment management.

Under a client-centric model for counselling families and businesses, we offer boutique wealth management services from coast to coast, in both English and French.

Being part of
CWB Financial Group uniquely positions us as a trusted leading wealth advisor in Canada.

We are trusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.

The opportunity

The Administrative Assistant provides administrative support to the
CWB Wealth office in Vancouver. This role will support all
CWB Wealth business units with various administrative tasks and projects.

The successful incumbent will provide high net worth and corporate clients customer service that exceeds expectations, with professionalism that is quick and accurate and initiative that proactively addresses the needs of both the teams and the clients, with a dedication and commitment to our unrivaled client experience.

The day-to-day

Administrative Support for Private Wealth Advisors- Schedule internal and external meetings by coordinating the client's availability with the preferred times of each Client Advisor/PM and paraplanner, ensuring all logistics are also properly organized and communicated. Track and manage client records and activity with detail-oriented precision. Provide the appropriate support for client transactions, like liaising with the Client Advisor to ensure the onboarding/offboarding of clients are up to date, ensuring the information in the CRM and Client Systems are accurate.- Strengthen and preserve our client relationships with quality service, such as proactive and timely delivery of client mailouts, reporting and other client information.- Manage and identify issue escalations and triage when/if needed.- Proactively identify possible process improvements to enhance the client experience and provide feedback to the Client Advisor/PM.Business Administrative Support- Consistently maintain the due diligence for our filing systems: create and file new client files, remove and process inactive files and archive all prudent information to Iron Mountain.- Assisting with mail management as required.- Assist in the distribution of reports, newsletters, other mass mailings, etc.- Assist staff in photocopying and scanning needs as required.- Responsible for maintaining inventory of office supplies, as well as material printed in-house.- Assisting with client events as required.- Develop strong relationships and collaborate with teams and leaders across
CWB Wealth.- Assist in various projects as required including reconciliation of data, clean up requirements, form development, etc.- Prepare office for tax season (supplies, equipment, workstation set-up, etc.)- Support the tax team during the tax season, providing the necessary assistance with tax procedures which include but are not limited to: updating and maintaining the client tax list, file maintenance, scanning, finalizing client copies of tax returns, via paper copy or electronically, collecting and tracking all incoming signed forms for efile- Assist in various projects as required including but not limited to: reconciliation of data, clean up requirements, form development, etc.

The successful incumbent

Core knowledge requirements- Post-secondary degree or diploma an asset.- Minimum 3 years experience in an administrative role.

Skills and competencies that will take you further- Excellent communication and interpersonal skills; able to communicate professionally both orally and in writing.- Strong customer service orientation.- Team player with a "can do" attitude at all times.- Excellent administrative and organizational skills with the ability to prioritize role responsibilities and manage high volumes of information effectively.- Proficiency with Microsoft Office suite of products, including but not limited to Outlook, Word, Excel, PowerPoint.- Able to deal with people sensitively, tactfully, diplomatically and professionally at all times.- Demonstrated ability to build and maintain relationships with management, staff, and clients to enhance professionalism and productivity.

- Show respect, maintain confiden