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Burke Recruiting Inc.
Financial Advisor AssistantBurke Recruiting Inc. • Abbotsford, British Columbia, Canada
Financial Advisor Assistant

Financial Advisor Assistant

Burke Recruiting Inc. • Abbotsford, British Columbia, Canada
Il y a plus de 30 jours
Type de contrat
  • Temps partiel
  • Permanent
Description de poste

Job Title: Financial Advisor Assistant (Unlicensed)
Location: Fraser Valley, B.C.
Position Type: Permanent, Part-Time

Hourly Rate: $25-$30.00 per hour, Schedule: 9:00 AM-3:00 PM | 4-5 days per week

About the Opportunity
We are a well-established and growing financial practice seeking a Financial Advisor Assistant (Unlicensed) to join our team on a part-time basis. This is an excellent opportunity for a detail-oriented and client-focused professional who enjoys working in a collaborative and fast-paced environment.

Position Overview
The Financial Advisor Assistant provides administrative and operational support to the Advisor, helping manage daily practice activities while delivering exceptional client service. This role involves a blend of administrative coordination, client interaction, and transaction support.

Key Responsibilities

Client Support & Service

  • Act as a primary point of contact for clients, handling inquiries and requests related to accounts and services
  • Schedule appointments and prepare materials for client meetings
  • Deliver a high level of customer service and professionalism at all times

Administrative & Office Management

  • Manage calendars, maintain client files, and handle correspondence
  • Process incoming and outgoing communications and documentation
  • Ensure efficient day-to-day office operations

Workflow Coordination & Compliance

  • Track and follow up on pending tasks and transactions
  • Prepare and process client documentation in accordance with regulatory and company standards
  • Maintain accurate and confidential records

Financial & Transaction Support

  • Process client transactions including account openings, transfers, deposits, and withdrawals
  • Assist in preparing client reports, investment reviews, and performance summaries

Marketing & Business Development

  • Support marketing initiatives such as client events, mailings, and social media outreach
  • Maintain and update CRM systems and client databases

Qualifications & Skills

  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a client-first mindset
  • High attention to detail and strong organizational abilities
  • Ability to multitask and manage priorities in a fast-paced environment
  • Self-motivated, reliable, and a team player
  • Proficiency in Microsoft Office and experience with CRM/financial systems
  • Working knowledge of financial products and industry terminology is an asset

Additional Requirements

  • Successful completion of a background check, including credit and criminal record verification, is required prior to employment

How to Apply
If you are interested in joining a dynamic and growing team, please submit your resume to Surinder Kaila at skaila@burkerecruiting.com.

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Financial Advisor Assistant • Abbotsford, British Columbia, Canada

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