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Licensed Assistant At Murrick Financial Planning

Location: Vancouver, British Columbia

Job Description

If you're an experienced administrative professional looking for a new and rewarding challenge then this could be the position you've been looking for! We are Murrick Financial Planning, an independent financial planning and advisory firm specializing in wealth management for individuals and tax planning and risk management for small to mid-market businesses and their owners. We are well-established and on a strong growth trajectory, leading to our need to hire an Investment Administrator/Executive Assistant.

WHAT YOU'LL BE DOING EVERY DAY

Bring your extraordinary time management skills and detail orientation to this exciting opportunity! You'll complete various administrative tasks for on-boarding and management of individual client investment plans and insurance policies. You'll facilitate the work of the Financial Planner, so his efforts can be focused on client relationships and business development. To accomplish this, you'll do the following:

IDEALLY YOU'RE SOMEONE WHO BRINGS:

WHY YOU SHOULD APPLY

We offer a competitive compensation, profit sharing, benefits, a fun and challenging work environment and an opportunity to be part of a great growth story with unlimited potential. Need more reasons to apply?

Here are a few:

Job Type: Full-time

Salary: $35,000.00 to $50,000.00 /year

Education:

Licence: