Financial Services Assistant

We’re expanding our team!

Do people describe you as personable, friendly and someone who cares about the details? Do you have a panache for numbers and an interest in money matters?
Are you looking for an opportunity to develop your career goals?

If you answered a resounding YES to these questions, we want to hear from you!

This is an entry-level position with the opportunity to advance based on your passion and drive. On any given day you might:

• Greet clients delivering a personalized and memorable welcome,
• Answer client calls with an infectious welcome that lets clients know their important,
• Schedule meetings and manage team members calendars,
• Manage our Client Relationship Database,
• Prepare meeting documents,
• Work with your teammates on projects to meet firm goals,
• Develop systems and processes to maximize efficiency,
• Assist in client event planning, and
• Ensure the smooth operating efficiency of our office!

As the first and last person our clients interact with you will have a bright smile, an outgoing personality, and a passion for creating an exceptional client experience. You notice and care about the details. Your ability to think outside of the box, and to genuinely connect with people will set you apart.

You will need strong proficiencies in MS Office such as Excel, Outlook, Word, PowerPoint, Maximizer CRM (are assets but not required) along with well-developed written and oral communication skills. Previous experience in the financial services industry would also be an asset, however more important is your desire to work in the financial services industry.

Benewealth Strategies Inc. is one of the Okanagan’s premier wealth management and financial planning firms. We offer a unique client experience supported by a modern and tech-savvy environment with a goal of consistently surpassing our clients’ expectations. We go above and beyond for our clients and we hope you will too! We love what we do and this passion sets us apart.

Join our team and you can expect:

• Attractive salary,
• Comprehensive benefits package after 3 months,
• An innovative workplace where your ideas are appreciated and encouraged,
• A long-term career opportunity with room for advancement, and
• An atmosphere characterized by integrity, respect, cooperation, and professionalism.

To apply, please email to [email protected], your resume with a cover letter highlighting why you’d like to work with us and compensation expectations.

Although this posting is for entry-level, we are expanding! If anything you read above tweaks your interest and you have experience in the financial services industry, we want to hear from YOU!

We thank all applicants for their interest; however, only those selected for an interview will be contacted. No phone calls or drop-ins, please.
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Location:Kelowna, British Columbia
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Post Date:Feb 9, 2019
Exp. Date:Mar 2, 2019
Listing Type:Private
Ad Number:3747364