Blue Harbour Financial Solutions Inc.

We are hiring! Who we are: We are a committed team of two experienced advisors and one staff member servicing the Island in the areas of Financial Planning, investments, risk protection, and group insurance. Our goal is to help more Canadians understand the benefits of proper financial planning and how to manage their tax efficiency throughout their lifetime.... Job description: We are currently seeking a part-time, potentially leading to full-time administrative assistant to partner with us in our Nanaimo office! (Due to the COVID-19 outbreak, the role will begin as part-time 24 hours per week.) Who you are: You are an energetic learner who shows passion for furthering knowledge and helping people. You have strong organizational skills, and you are willing to provide feedback as well as take direction. Responsibilities: - Scheduling meeting for the advisors with existing clients - Greet clients in a professional manner and prepare meeting area for appointments - Regular use of Salesforce to update client information, record notes, make tasks, create reports etc. - Effectively manage incoming phone calls - Respond and manage emails, creating tasks and follow-ups for the advisors Requirements: - A client-first mentality - Strong computer literacy (Comfort with Microsoft Office is a necessity) - Strong interpersonal and communication skills - The ability to complete multiple tasks and adapt to changing priorities - The ability to work along or as part of a team - Takes initiative to handle tasks and situations independently - Maintain a high level of productivity with enthusiasm - Strong organization and time management skills - Preference will be given to those with related experience Salary is negotiable depending on experience. Please forward your resumé to [email protected]. Due to our desire to dedicate as much time as possible to our client’s experience, only those applicants selected for an interview will be contacted.