Financial Administrator

CBIG Canadian Benefits Investment and Insurance Group Inc.•Terrace, BC

7d•CA$50,000 - CA$60,000•Onsite

About The Position

As a Financial Administrator at CBIG, you are a detail-oriented and proactive individual who will play a crucial part in ensuring the efficiency and accuracy of administrative services. This role contributes directly to the growth of our business and delivers an exceptional experience for our clients. This opportunity is based in our Terrace, BC office. Your meticulous attention to detail and unwavering commitment to accuracy will contribute to the smooth operation of our processes. By effectively managing client accounts, diligently preparing reports, and maintaining confidential information, you will play a pivotal role in fostering trust and delivering exceptional service to both our clients and cross-functional departments. Your dedication to maintaining high standards of organization and proactive approach to resolving challenges will result in streamlined workflows, reduced errors, and an elevated level of client satisfaction.

Requirements

Excellent interpersonal skills with the ability to communicate effectively.
Strong written and verbal communication skills.
Commitment to maintaining strict confidentiality.
Exceptional attention to detail and accuracy.
Self-starter with a proactive attitude, capable of working independently and taking initiative.
Deadline-driven and capable of meeting targets.
Proficient in Microsoft Outlook, Word, and Excel.
Strong organizational abilities.
Ability to work effectively in both team and autonomous environments.
Minimum of 2 years of previous experience or relevant industry experience.

Nice To Haves

Current Securities or Life License (LLQP).
Located in Terrace, BC and looking to work in On-Site as required.

Responsibilities

Efficiently and accurately prepare client files for Investment Advisors.
Generate external reports (e.g., Morningstar and CapIntel) required for Investment Advisors' client meetings.
Process client account updates and changes under the guidance of Investment Advisors.
Provide administrative support for Insurance sales activities.
Manage reoccurring client service items, such as annual and monthly tasks.
Maintain accurate and up-to-date records in the CRM system.
Enhance the client experience by engaging in clear and professional communication with clients, assisting in appointment bookings, processing documentation, and following up on outstanding matters.
Actively participate in Departmental Meetings and General Staff Meetings.
Engage in daily 1:1 sessions with the department manager.
Adhere to corporate policies and procedures.
Undertake other duties as assigned.