Job Description
Client Servicing Coordinator
We are a well-established Financial Planning firm with multiple advisors working Monday to Friday with office hours of 8:30AM to 5:00PM. No evenings or weekends.
We are looking for a FULL TIME Administrative assistant/Receptionist.
Responsibilities include but are not limited to:
Answering outgoing / incoming calls
Scheduling Appointments + Meeting for the advisors
Data entry
Greeting Clients and Visitors in a professional manner.
Prepping files + Reports
Mail sorting and distribution
As well as other Receptionist type duties.
Skills and Qualifications:
Excellent communication skills in English. (French is an asset)
Strong organizational skills & the ability to prioritize work load.
Ability to multi task.
40+ WPM is a bonus.
Ability to navigate a computer and have a good skill set of the following software:
Microsoft Word, Microsoft Excel, PDF, CRM software.
Experience in the Investment, Insurance or Banking industry is not required, but strongly recommended.
Expertise with phoning people and booking appointments is the core of this job. Being confident on the phone will greatly help you succeed for this position.
We also offer benefits and RRSP plans. Wage is based on experience.
Job Type: Full-time
Pay: $20.00-$30.00 per hour
Benefits:
Disability insurance
Life insurance
On-site parking
RRSP match
Ability to commute/relocate:
Sherwood Park, AB: reliably commute or plan to relocate before starting work (required)
Education:
Secondary School (required)
Experience:
Front desk: 2 years (required)
Administrative experience: 3 years (required)
Work Location: In person
We are a well-established Financial Planning firm with multiple advisors working Monday to Friday with office hours of 8:30AM to 5:00PM. No evenings or weekends.
We are looking for a FULL TIME Administrative assistant/Receptionist.
Responsibilities include but are not limited to:
Answering outgoing / incoming calls
Scheduling Appointments + Meeting for the advisors
Data entry
Greeting Clients and Visitors in a professional manner.
Prepping files + Reports
Mail sorting and distribution
As well as other Receptionist type duties.
Skills and Qualifications:
Excellent communication skills in English. (French is an asset)
Strong organizational skills & the ability to prioritize work load.
Ability to multi task.
40+ WPM is a bonus.
Ability to navigate a computer and have a good skill set of the following software:
Microsoft Word, Microsoft Excel, PDF, CRM software.
Experience in the Investment, Insurance or Banking industry is not required, but strongly recommended.
Expertise with phoning people and booking appointments is the core of this job. Being confident on the phone will greatly help you succeed for this position.
We also offer benefits and RRSP plans. Wage is based on experience.
Job Type: Full-time
Pay: $20.00-$30.00 per hour
Benefits:
Disability insurance
Life insurance
On-site parking
RRSP match
Ability to commute/relocate:
Sherwood Park, AB: reliably commute or plan to relocate before starting work (required)
Education:
Secondary School (required)
Experience:
Front desk: 2 years (required)
Administrative experience: 3 years (required)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Receptionist for Financial Services position is now open for candidates interested in the Finance sector. This role in Sherwood Park offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.
