Sequential HR
Banff, AB
$45,000–$55,000 a year - Full-time
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Salary
$45,000–$55,000 a year
Job type
Full-time
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Cover letter
Executive Assistant

Our client, Bear Street Financial Group is the premier independent investment and financial planning firm in the Bow Valley. We have been developing, growing and protecting the financial well-being of our clients for over 25 years. We help individuals, professionals and small business owners solve their financial challenges in order to achieve their goals by offering wealth management, financial planning, insurance and risk management and small business solutions.

This is an opportunity to bring your strong administrative skills to build with a successful firm so that you can keenly learn and grow with us.

About the Position

The Executive Assistant is a highly organized and dynamic person who will be supporting the senior management team in our firm. You will play a crucial role in ensuring the smooth operation of the office, facilitating communication and managing administrative tasks to enhance the productivity and efficiency of our executives.

This is a tremendous opportunity for a career-orientated person currently working in a professional industry to transition to a new career path in the financial planning and insurance world. To be successful in the role, the applicant must be willing to learn and has a willingness to tackle anything approach to get the job done.

This position will be reporting to the two principals of the company.

Responsibilities:

The Executive Assistant’s main responsibilities will include:

Combination of administrative and financial services such as performing trades and getting insurance quotes
Provide detailed and meticulous administrative support
Input a wide variety of client data onto our system in a timely and efficient manner and upload documents into our internal system
Prepare new and current client paperwork and applications to ensure accuracy for processing
Provide client life and living benefits illustrations
Attend client meetings with a financial planner and/or insurance advisor to take notes and assist with the opening of files when requested.
Preparing background information for client review meetings
Build and strengthen relationships with new and existing clients by providing excellent customer service and support.
Technology improvements and implementation within the office to increase efficiency
Marketing and communications including using various forms of social media

Required Qualifications and Skills:

Proven experience as an Executive Assistant or similar role, preferably in the finance or investment industry
Excellent organizational and time management skills, with the ability to multitask and prioritize effectively
Strong verbal and written communication skills, with a professional demeanour
Proficiency in MS Office - Word, Excel, PowerPoint, Calendar, Teams and Mail.
Tech-savvy with the willingness to learn new programs
Ability to follow precise instructions according to client demands
High level of discretion and ability to handle confidential information with integrity
Excellent attention to detail and accuracy
Proactive problem-solving skills and knowledge to anticipate needs.
Ability to work independently, take initiative and collaborate as part of a team.
Team player that is enthusiastic about delivering results
Proficiency in English

Compensation and Benefits:

Salary based on experience plus commission
Extended Health and Dental Care
Vacation and Paid Time Off

Position Type: Permanent/Full-time

Hours of work: 40 hours/ week

Compensation: $50,000 - $60,000 annually. Eligible for benefits after 3 months.

Location: Banff, AB

Start date: August 2023

Last date for application: July 14, 2023


Join our team and be part of a collaborative and client-focused environment where your contributions make a difference. To apply, please submit your resume, cover letter and salary expectations to wendy@sequentialhr.com


Bear Street Financial Group is an Equal Opportunity Employer committed to diversity in the workplace. We evaluate qualified applicants without regard to race, color, age, religion, gender, sexual orientation, disability, veteran status, and other protected characteristics. Bear Street Financial Group values diverse backgrounds and experience and we welcome all who are eligible to work in Canada to apply!

We thank all applicants for their interest in this position, only qualified candidates will be contacted for an interview.

SequentialHR + Recruiting is a boutique recruitment firm with a national presence. We strive on building great relationships and communication with both our clients and candidates.

To learn more about SequentialHR + Recruitment please visit us at sequentialhr.com