Navacord
Victoria, BC
WHAT: Administrative Assistant, Financial Services, Full-time WHERE: Victoria Arbutus Financial is a comprehensive financial services firm, serving the needs of individuals, companies, business owners and their families. Located in Victoria, we have a thriving practice, brilliant and thoughtful clients, and a fun and dynamic work environment. Ou
Job Source: NavacordCanadian Forces Morale and Welfare Services - CFMWS
Victoria, BC, Canada
WHO WE ARE CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, trav
Job Source: Canadian Forces Morale and Welfare Services - CFMWSCanadian Forces Morale and Welfare Services - CFMWS
Victoria, BC, CA
WHO WE ARE CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, trave
Job Source: Canadian Forces Morale and Welfare Services - CFMWSPeers Victoria
Victoria, Capital Regional District, Canada
QomQem Coastal Connections is a grassroots Indigenous-led outreach program that developed in partnership with Peers Victoria Resources Society. We offer harm reduction and health care services to Indigenous peoples who are unhoused, precariously housed, and who may be using substances and/or alcohol. As a team that celebrates diversity, we welcome
Job Source: Peers VictoriaApexFocusGroup
Victoria, BC, Canada
Now accepting applicants for Focus Group studies. Earn up to $850 per week part-time working from home. Must register to see if you qualify. No Administrative Assistant admin experience needed. Administrative Assistant Admin Work From Home - Part Time Remote Focus Group Panelists Our company is seeking individuals to participate in National & Local
Job Source: ApexFocusGroupApexFocusGroup
Saanich, BC, Canada
Now accepting applicants for Focus Group studies. Earn up to $850 per week part-time working from home. Must register to see if you qualify. No Administrative Assistant admin experience needed. Administrative Assistant Admin Work From Home - Part Time Remote Focus Group Panelists Our company is seeking individuals to participate in National & Local
Job Source: ApexFocusGroupApexFocusGroup
Saanich, British Columbia
Now accepting applicants for Focus Group studies. Earn up to $850 per week part-time working from home. Must register to see if you qualify. No Administrative Assistant admin experience needed. Administrative Assistant Admin Work From Home - Part Time Remote Focus Group Panelists Our company is seeking individuals to participate in National & Loc
Job Source: ApexFocusGroupApexFocusGroup
Victoria, British Columbia
Now accepting applicants for Focus Group studies. Earn up to $850 per week part-time working from home. Must register to see if you qualify. No Administrative Assistant admin experience needed. Administrative Assistant Admin Work From Home - Part Time Remote Focus Group Panelists Our company is seeking individuals to participate in National & Loc
Job Source: ApexFocusGroupVictoria, BC, Canada
WHAT: Administrative Assistant, Financial Services, Full-timeWHERE: VictoriaArbutus Financial is a comprehensive financial services firm, serving the needs of individuals, companies, business owners and their families. Located in Victoria, we have a thriving practice, brilliant and thoughtful clients, and a fun and dynamic work environment.Our team is committed to our clients and to each other both personally and professionally. We hold values that are Professional, Accountable, Committed and Thorough – this is our PACT. We are world class at what we do, how we treat each other and our clients and what we contribute to our community. We take our roles seriously and enjoy a joyful team spirit, as we work together to nurture the needs and dreams of our clients. 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. You will work closely with other team members locally and in other Arbutus Financial offices in the servicing of our clientele.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. Also, you will be a self-starter with the ability to make choices that are in service of the team and our clients. You will be a finisher, with great pride in your quality of work. Finally, you will be a clear and professional communicator with a desire to write, report and represent Arbutus Financial in various ways.Major Responsibilities and Duties1. PROCESSINGEnsuring all investment and insurance paperwork is accurately completed. Taking copies and forwarding originals to appropriate financial institutions. Timely handling of all paperwork. Ability to meet multiple deadlines under pressure.2. FOLLOW-UPSystematic follow-up as appropriate to ensure client transactions and requests are completed accurately and on time. Investigate and resolve inquiries and refer them to the financial advisor when appropriate. Intuitive approach to resolving issues promptly and effectively.3. TECHNOLOGYQuick, accurate and effective with technology. Managing and maintaining with high accuracy our CRM database. Competency with MS Office, Dataphile, and other software tools.4. CONTACTProactive, polite, courteous, and professional client contact, by phone, email, and letter. Strong verbal skills. Welcoming to clients when they arrive at our office. Personable, warm, and friendly.5. WRITTENProfessional and courteous writing style applied to all correspondence. Development and application of standardized communication processes. Working knowledge of MS Office. Very accurate with correct spelling and proper use of grammar.6. FILINGFiling of all client documentation, filing of all financial institution information.7. OTHER ADMINISTRATIVEPreparation for client meetings, handling of mail, courier and fax, maintaining office supplies.Maintain and keep Procedure Manual current, in conjunction with other staff, outlining step-by-step instructions for all major procedures.Compensation is commensurate with experience and abilities. This includes an attractive base salary, a great work environment, benefits plan, RRSP plan and additional individual and team recognition for commitment and performance.