Job Title

Blackburn Davis Financial is a boutique Financial Planning Firm focused on delivering exceptional client service. We''re seeking a motivated person with a positive attitude to fill an Administrative Assistant (insurance and investment) role on our team. Our office environment is one that suits a dynamic, self-motivated individual who wants their contributions to be recognized and who enjoys working independently but as a valued member of a close-knit team. Responsibilities: Ensure our office runs smoothly and clients'' account servicing needs are met. This might involve preparing files for meetings and/or processing client transaction requests post-meetings Ensure the integrity of our accounts and quickly identify and resolve any outstanding issues or concerns Ensure that critical deadlines are met and that tasks are completed effectively Communicating with our clients in a positive, helpful, and proactive way Communicating with various suppliers, coordinating with clients'' accountants, and ensuring advisors are aware of any details that need their attention Maintain the use of systematized processes, filing systems, and customer relationship management tools Provide accurate Word, Excel and Adobe support by composing and/or editing a variety of documents, spreadsheets and presentations Provide back-up and support to other team members Staying organized and keeping our advisors organized by implementing and adhering to our current processes and systems Proactively looking for ways to improve our current processes and enhance our client''s experience Qualifications: Related post-secondary education Strong attention to detail and ability to prioritize Excellent interpersonal skills and organizational skills Strong verbal and written communication skills Proficient with Microsoft 365, Adobe, CRM Self-starter who is customer service-oriented and can work with minimum supervision Related industry experience strongly preferred Working Conditions: Blackburn Davis Financial offers a flexible work environment in a private office setting We offer a competitive total compensation package including a bonus program, a comprehensive benefits package, and the opportunity for personal development and growth. Job Type: Full-time hours per week) Benefits: Company events Dental care Disability insurance Employee assistance program Extended health care Life insurance On-site parking RRSP match Vision care Schedule: Monday to Friday Experience: Financial or insurance office: 1 year (preferred) Work Location: In person Job Type: Full-time Pay: $50,000.00-$65,000.00 per year Benefits: Company events Dental care Disability insurance Employee assistance program Extended health care Life insurance On-site parking Paid time off RRSP match Vision care Experience: Investment or insurance office: 1 year (preferred) Work Location: In person