PART TIME ASSISTANT WANTED FOR FINANCIAL PLANNER - CALGARY - 2 DAYS PER WEEK IN THE SE OF CALGARY.

PART TIME ASSISTANT WANTED FOR FINANCIAL PLANNING PRACTICE IN CALGARY, ALBERTA.

We are currently looking for a Part Time Assistant for a Financial Planning Practice located in Calgary, Alberta, working 2 days per week. HOURS/DAYS ARE FLEXIBLE AND WILL BE DETERMINED WITH YOURSELF AND OUR CLIENT. Generous hourly rate/ benefit package will be offered if needed.

This position will be collaborating directly with the owner who has a successful practice. You will be using solid communication skills (both oral and written) in dealing with all kinds of personalities and situations. Your discretionary/confident personality will be managing all issues with the utmost care ensuring professionalism, by being integral in your word and credibility in your work results.

Job Duties:

· Updating client files/gathering information to prepare for client meetings.

· Insurance application completion and follow up.

· Point of contract for the completion of client service requests.

· Completion of documentation for Mutual Fund Accounts and assisting in the follow up of Mutual Fund Trades.

· Managing an Opportunities Follow Up System.

· Maintaining a Filing/Database System while looking for ways to improve current systems.

· Client relations/communications by providing professional Customer Service to external Stakeholders.

· Coordinating client meetings.

· Performing other job-related duties as assigned.

Skills and Requirements:

· Detail oriented, highly organized, and initiative taking.

· Being self motivated, results oriented, proactive.

· Able to manage multiple tasks and competing demands.

· Providing excellent Customer Service to all by being able to meet the client’s needs.

· Proficiency in MS Office Suite.

· Asset: 3-5 years experience in the Financial Services Industry (Insurance/Investments).

· Asset: Knowledge of Insurance Carrier Software/Financial Concepts.

Please forward your resume to debcarr@racecarr.com with a couple of references (1 previous/current supervisor and 1 former/current coworker with email addresses and cell numbers). Or give Deb a call at 403-980-9879 for further information.

Our client is an equal opportunity employer and only those qualified for the role will notified.