Junior Account Administrator
$20 per hourCooper Financial Group
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
$57.22k - $61.76k per year
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