Junior Account Administrator

Job Responsibility:

$20/ Hour starting wage

Our Company

Over the past 34 years, Cooper Financial Group has taken pride in the support and guidance provided to our clients and the community, through our services, products, and experience.

Our mission is to protect and enrich the lives of our clients in through our financial acumen, passion for excellence, and genuinely fostered relationship built through trust and professionalism.

We accomplish this by committing to our core values:

Integrity - We are honest with our clients and handle their business with strong moral principles and comply with all industry standards and regulations.

Loyalty - We provide excellent customer service and will never leave clients to navigate the complicated world of insurance and investments alone. We are locally owned and operated and value supporting our community.

Growth - We are committed to growing our business by continually improving our customer service process and product base.

Position Purpose and Objectives

The Junior Account Administrator provides administration and client service support; ensuring day to day administration processes run smoothly. The Junior Account Administrator helps to assist, Insurance Advisors, & the Wealth Management Consultant with data entry, file management, and client service support. Confidentiality and integrity in every client related interaction is extremely important in this role.

Essential Job Functions

Manage the reception desk as needed, interacting with all clients and visitors in a professional and courteous manner

Update the Customer Relationship Management System with client new information as needed and requested

Process paperwork for clients and advisors as needed, making sure all client interaction notes are accurately documented and recorded, as per company policy & compliance standard obligations

Support the new business process from start to finish, filling out required documentation accurately and efficiently

Respond and resolve client concerns through email and over the phone, using the correct company policies and procedures and providing support in a timely manner

Conduct client service check ins, follow ups, and scheduling of meeting requests

Support in client service email marketing send outs

Handle renewal appointments, payments, CE courses and credit, and record keeping associated with licensing

Assist Insurance and Investment Advisors with administration of online applications

Keep all files and applications on company drives updated

Attend webinars for educational purposes and for compliance

Keep the office clean and organized to promote an efficient working environment

Secondary Functions

Performs other administrative and client service duties as required

Need to have

Customer service experience

A positive, can-do attitude

A High School Diploma or equivalent

Strong organizational and time management skills

Excellent verbal and written communication skills

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)

A strong sense of discretion and professionalism

Strong people skills

Some knowledge of insurance & investments

Nice to have

1+ year of administrative experience

A Certificate or Diploma in Office Administration or Business Administration

Experience using customer relationship management software

Some volunteer or community involvement experience

Job Types: Part-time, Permanent

Pay: From $20.00 per hour

Expected hours: 16 - 24 per week

Benefits:

• Company events
• Dental care
• Disability insurance
• Discounted or free food
• Employee assistance program
• Extended health care
• On-site parking
• Paid time off
• RRSP match
• Wellness program

Flexible Language Requirement:

• French not required

Schedule:

• 4 hour shift
• 8 hour shift

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Esquimalt, BC V9A 3P2: reliably commute or plan to relocate before starting work (required)

Education:

• Secondary School (preferred)

Experience:

• Financial services: 1 year (preferred)

Work Location: In person