Executive Assistant

작업 내용

Giesbrecht and Associates is a leading Private Wealth management practice based out of Kamloops, BC.We provide full financial planning as well as a range of financial products and services to entrepreneurs, professionals, and business owners.

Drawing on previous experience in an administrative role, you will be responsible for providing complete administrative support in the execution of Giesbrecht & Associates’ business plan while operating in a fast-paced, confidential, multi-tasking environment. You must be self-motivated, highly organized individual with an ease for communication and a passion for client service.

RESPONSIBILITIES

• Arranging client appointments
• Sorting/distributing incoming emails and maintaining and updating email correspondence
• Preparing and maintaining client files, paperwork, and meeting notes
• Reviewing client accounts, track client documentation, file documents digitally, and follow up on tasks as required
• Answering and managing inbound client calls

QUALIFICATIONS

• Administration Diploma or other Post-Secondary degree in a relevant discipline or equivalent experience
• Minimum 3 years administrative experience preferably in the financial services industry
• Strong computer skills with the MS Office Suite (Outlook, Word, Excel, Power Point) and experience with a contact relationship management system
• Customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face
• Discretion and ability to organize and prioritize multiple tasks under tight deadlines

OTHER INFORMATION

• This is a full-time position, offering a competitive compensation package
• Flexible schedule

We thank all applicants however only those under consideration will be contacted

GIESBRECHT & ASSOCIATESis a leading Kamloops based Private Wealth Management practice.

We help affluent individuals, business owners, and families with more specific tax and financial planning needs. Through partnership, we help our clients achieve both their personal and professional goals while managing the changing needs of their wealth.

Our valued clients can expect an elevated level of service and financial planning expertise that proactively responds to their full family picture, today and for years to come.