Sales & Service Administrator

CI Financial; Vancouver; Hybrid; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Sales & Service Administrator to join their dynamic team. This role offers the opportunity to work in a hybrid environment, balancing remote and in-office work while supporting financial advisors with administrative tasks. The ideal candidate will possess excellent organizational and communication skills, thrive in a fast-paced setting, and be proactive in resolving client issues. Join a forward-thinking company that values employee growth and offers a range of benefits, including training reimbursement and a corporate discount program. If you're passionate about making a difference in a collaborative environment, this is the perfect opportunity for you.

Benefits

Modern HQ location

Equipment Purchase Program

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Employee Share Purchase Program (ESPP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top-up program

Paid time off for Volunteering

Qualifications

• 2-3 years of administrative experience in a financial services environment.
• Strong communication and organizational skills are essential.

Responsibilities

• Coordinate workflow with other departments and maintain strong relationships.
• Prepare client-related documents and manage email flow.

Skills

Organizational skills

Communication skills

Computer skills

Customer service orientation

Detail-oriented

MS Office (Word, Excel, Outlook, PowerPoint)

Education

2-3 years of administrative assistant experience

Experience in Financial Services

Tools

MS Office Suite

Job description

Sales & Service Administrator page is loaded

Sales & Service Administrator

Apply locations Vancouver, BC time type Full time posted on Posted 4 Days Ago job requisition id JR3153

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are currently seeking a Sales and Service Administrator to join our Assante Private Client team. In this role, the successful candidate will be an enthusiastic and positive person with excellent organizational, communication and computer skills, along with the ability to prioritize and manage a complex workload. In addition to administrative duties, the successful candidate will be responsible for providing assistance to advisors with various financial tasks.

WHAT YOU WILL DO

• Work with, coordinate, and follow up on work flow with other company departments
• Liaise and maintain strong relationships with internal departments (PC admin, Investment Policy (IP) Group, PC trading desk, Managed Solutions), ICs and Custodians (RBC Investor Services, NBCN, CIIS, CI GAM)
• Prepare new account paperwork, trade documents, and verify transaction completion
• Prepare expense reports and other important confidential documents
• Coordinate, schedule and plan meetings, travel arrangements and other logistical details for the team
• Prepare client-related documents, reports, and presentations as required
• Maintain various databases, records, and monthly reports
• Manage and prioritize email flow
• Coordinate and maintain calendars for multiple associates
• Ad hoc administrative tasks and special projects as assigned
• Investigate account-related problems, recommend, and implement the best-possible agreed-upon solution for the client in a timely manner

WHAT YOU WILL BRING

• Minimum of 2 to 3 years of administrative assistant experience;
• Experience in a Financial Services environment;
• Knowledge of investment products (such as Mutual Funds, RRSP, RRIF, administrative tax knowledge) a must
• Strong oral and written communication skills complemented by strong interpersonal skills
• Detail-oriented and able to work well under pressure;
• Excellent prioritization and organizational skills;
• Proactive and customer-oriented attitude; customer focus towards external clients and employees at all levels
• Strong MS Office skills (Word, Excel, Outlook, PowerPoint)

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

Hybrid Work Environment

Our company operates in a hybrid work environment, offering flexibility for employees to work remotely and in the office. As part of this arrangement, all employees are required to be present in the office for a minimum of three days per week.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Equipment Purchase Program
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.