Job Description
Administrative Assistant, Financial Services, Full-time Arbutus Financial is a comprehensive financial services firm, serving the needs of individuals, companies, business owners and their families. We are world class at what we do, how we treat each other and our clients and what we contribute to our community. Arbutus Financial is also a proud partner of Navacord, one of Canada’s top four commercial insurance brokerages and a leader in wealth and risk management services. As a key part of the Arbutus Financial family, you will be responsible for all major administrative aspects of the firm. These include processing insurance and investment transactions, follow-up to confirm completion and accuracy, database management, client contact, written correspondence, filing and other administrative duties. Some natural gifts you possess are resourcefulness, accuracy, strong organizational and analytical skills, high capacity for learning, flexible, ability to work independently and as part of a small team, kind, warm, sense of humour and strong computer skills. You will be a finisher, with great pride in your quality of work. Managing and maintaining with high accuracy our CRM database. Competency with MS Office, Dataphile, and other software tools. Proactive, polite, courteous, and professional client contact, by phone, email, and letter. Welcoming to clients when they arrive at our office. Professional and courteous writing style applied to all correspondence. Working knowledge of MS Office. OTHER ADMINISTRATIVE Preparation for client meetings, handling of mail, courier and fax, maintaining office supplies. This includes an attractive base salary, a great work environment, benefits plan, RRSP plan and additional individual and team recognition for commitment and performance.