financial services administrative coordinator - Coquitlam - beBeeAssociate

    beBeeAssociate
    beBeeAssociate Coquitlam

    2 weeks ago

    Full time $42,000 - $65,000 (CAD) per year *

    Job title: Associate

    Description

    About the Role

    Our team is seeking a highly skilled and motivated individual to provide administrative support to our successful advisory teams. As an Associate, you will play a crucial role in coordinating meetings, providing exceptional client service, and helping deepen relationships with existing clients.


    Key Responsibilities:

    • Coordinate meetings for advisors with clients/prospects and ensure timely preparation of necessary materials.
    • Provide proactive client service focusing on problem resolution, attention to detail, and effective communication.

    Client Service Delivery


    You will be responsible for responding to client inquiries regarding account transactions, tax receipts, account reporting etc. Assist in managing incoming communications from clients/Advisors/internal partners ensuring accurate updates of all necessary documentation. Maintain complete up-to-date client files within appropriate systems.




    * This salary range is an estimation made by beBee
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Coquitlam