Job Summary:

Performs clerical administrative duties and marketing support for Financial Planner.

Work Days:

Tuesday, Wednesday, Thursdays approximately 3 hours per day

Nature of Work:

Performs a wide variety of office duties including and not limited to the following:

Reception:

1. Receiving telephone calls from clients and handling incoming/outgoing mail efficiently.
2. Assuming responsibility for arranging appointments and meetings, screening calls, and handling personal and confidential matters, for financial planners.
3. Recording appointments in appointment books and keep electronic calendars up to date.

Administration:

1. Initiating routine correspondence, handling inquiries and directing inquiries and correspondence to the planner
2. Establishing and maintaining office files and records
3. Assembling, organizing, processing and evaluating data, reports, and  client files; operating office machines needed for accomplishing this
4. Performing administrative duties and special projects as directed, such as collecting and compiling general reference materials and information pertaining to financial planning practices and procedures
5. Light housekeeping duties-for example: vacuuming office, cleaning bathroom, dusting, emptying garbage, watering plants.

Marketing:

1. Assisting planners with marketing concepts;
2. Meeting client relationship expectations and booking appointments;
3. Monthly/quarterly/annual client mail outs

Financial & Insurance Services

1. Learn website for insurance companies;
2. Responsible for taking buys to the bank with appropriate paperwork;
3. Learn how to set up accounts for Manulife Financial clients.

Qualifications:

Maintain working knowledge of certain word processing packages. i.e. Microsoft office, email and willing to learn to use financial software.  Have proficient knowledge of English grammar, punctuation, spelling, and proper word usage.  Must be able to anticipate problems and use sound judgment and tact in handling confidential matters, screen telephone calls and clients, and schedule Financial Planners work day.  Have the ability to acquire a thorough knowledge of the office’s policies, procedures and administrative duties.  Required to be friendly & comfortable communicating with clients in person or over the phone.

Reporting to Jennifer Cook

Kootenay Columbia Financial Services Inc.

1410 Bay Ave, Trail.

V1R 4B1

(250)364-3140

(250)364-5710 fax