Financial Services Client Support Specialist (Nanaimo)

Join our team as a Financial Services Client Support Specialist at our Nanaimo office. You'll provide crucial administrative support to Financial Advisors and enhance client interactions every day. In this onsite role, you will manage client files, prepare for meetings, and communicate effectively with stakeholders. Your responsibilities will involve using industry software for investment and insurance tasks while ensuring client confidentiality is upheld. Key Responsibilities: • Enhance client experience and support in the office • Communicate effectively with stakeholders through multiple channels • Perform administrative duties related to investments and insurance • Maintain up-to-date client files in CRM • Prepare meeting documentation and materials Requirements: • At least 2 years of relevant administration experience • Proficient in MS Office applications • Robust multi-tasking capabilities and attention to detail • Outstanding communication skills, both written and verbal • High level of initiative and independent work ethic Drive the administrative support that empowers Financial Advisors and clients alike in Nanaimo. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2od9a9