Admin Manager
<p><strong><u>Job Description</u></strong></p><p><br></p><p><strong>Manager – Accounts and Administration</strong></p><p><span>A leading full service financial advisory firm in Langley, B.C seeks an experienced Account Manager. The successful applicant will focus on servicing and supporting growth of insurance and investment business from existing clientele as well as help in bringing on new customers.</span></p><p><br></p><p><span>As Account Manager, you will be responsible for meeting monthly and quarterly goals while maintaining a high level of customer satisfaction. You will directly report to the President of company. We are looking for a growth-oriented professional who values productivity and customer engagement. The individual would be part of a thriving practice with a warm and caring team located in Langley.</span></p><p><br></p><p><u>Key Responsibilities</u></p><p>- <span>Track all new and in-force business with dealership and various investment and insurance companies</span></p><p>- <span>Understand and follow processes for investment and insurance business.</span></p><p>- <span>Co-ordinate, prepare and complete client meeting agenda, statements, forms and material for client meetings and reviews to be held by Advisors. </span></p><p>- <span>Professionally respond & assist clients with their requests for information. </span></p><p><span> Proactively engage with clients and prospective clients to schedule appointments, request missing file information, etc.</span></p><p>- <span>Reading, scanning, sorting and handling incoming communications. </span></p><p>- <span>Pre & Post Client meeting administration </span></p><p>- <span>Maintain and track social media campaigns.</span></p><p><u>General responsibilities: </u></p><p>- <span>Conduct proactive and professional contact with clients. </span></p><p>- <span>Develop and oversee customer retention campaigns.</span></p><p>- <span>Participate in and improve upon in-house promotions.</span></p><p>- <span>Learn and recognize triggers based on customer behavior and engage with customers.</span></p><p><u>Requirements</u><span>: </span></p><p>- <span>Eager to learn and grow in the role</span></p><p>- <span>Excellent verbal and written Communication skills</span></p><p>- <span>Self-starter and proactive with ability to focus on client needs, understanding the client's perspective, anticipate client concerns</span></p><p>- <span>Advanced knowledge of online technology, tools and MS office software, particularly Excel and CRM</span></p><p>- <span>Strong organizational, time management, and priority setting skills in order to meet deadlines. </span></p><p><br></p><p><u>Experience</u><span>: </span></p><p><br></p><p>- <span>Financial Services: 3 years in investment and life insurance business</span></p><p>- <span>Desired experience: 5 years administrative experience. MFDA experience is an asset.</span></p><p>- Hindi and Punjabi speaking is desired but not a limitation for the right candidate.</p><p><br></p><p><span>Qualified applicants are invited to submit a resume and covering letter. All applications will be held in strict confidence. In order to be considered for employment at True Value Financial, candidates selected for interviews will be required to show eligibility to work in Canada with no restrictions. </span></p><p><span>Applicants selected for an interview will be contacted. </span></p><p><span>No phone calls please.</span></p><p><span>Thank you for your interest.</span></p>
