Client Service Administrator

Client Service Administrator, Alitis Investment Counsel

Full-Time, In-Office
Campbell River, BC

Who we are

Located in beautiful Campbell River, BC, Alitis Investment Counsel is a boutique investment firm focused on outstanding customer service, intelligent financial strategies, and a hands-on approach. Created in 2009, Alitis was born out of a need for a new investment strategy to help investors survive market fluctuations. Now focusing on alternative investments, like private real estate, private equity and private mortgages, Alitis has revisioned safeguarding clients’ portfolios to offset market volatility and protect hard-earned returns.

The firm proudly manages over $460 million in assets, has over 20 team members, and has offices in Campbell River, Comox and Victoria.

The opportunity

We are looking for our next phenomenal team member for the role of Client Service Administrator. Reporting to the Administrator Supervisor, this role will be highly customer-service focused and require a warm, professional presence. As the cornerstone of our front office, this person will be a natural at managing priorities, paying attention to the small details, and providing excellent service to clients and the Alitis team. The ideal candidate will be someone with a can-do attitude, a collaborative demeanour, and a goal to grow in the financial industry.

Your work will be varied and will often have competing priorities. This role will interact daily with clients and other stakeholders, and the ideal candidate will thrive in a fast-paced environment and expertly handle the fluctuating workloads.

A day in the life…

• Manage daily client communications by phone and email
• Provide efficient, timely administrative support to the portfolio management team
• Coordinate client appointments and other office-related services
• Process client documentation, including opening accounts, non-financial updates, pension transfers, estate work, and corporate accounts
• Process client orders and trade execution with 100% accuracy
• Take ownership of record maintenance and data reconciliation through CRM software, trading systems and reporting systems
• Provide outstanding customer service in all interactions with both internal and external stakeholders, clients, and vendors
• Ad-hoc administrative tasks as required by the office or portfolio management team

What you bring

• At least one full year working in the financial services industry or similarly regulated industry
• Confidence to speak with clients, colleagues and vendors in person, by phone or by email
• Excellent customer service skills
• Experience working with Microsoft Office products, including Microsoft Teams
• Prior working experience with CRMs and/or trading and reporting systems
• Past experience with Salesforce specifically will be considered an asset
• Desire to pursue additional designations (i.e. CIM, CFP, CFA or LLQP) in the financial services industry will be considered an asset
• Excellent organizational and time management skills, with the ability to work to tight deadlines in a fast-paced environment
• Ability to problem solve, use good judgement, and maintain confidentiality

Compensation

$50,000 to $55,000, annual salary

Alitis Investment Counsel also offers a competitive salary, team bonus, paid time off, and a comprehensive group benefits program, including an employer-funded group RRSP.

We can't wait to meet you

We come from a range of backgrounds and diverse lived experiences – this makes us better at what we do. We strongly encourage applications from all people including those from marginalized communities, such as BIPOC, LGBTQ2s+, and people with disabilities.

Alitis is an equal opportunity employer. We are committed to creating a diverse environment. All applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age

We thank all candidates for their applications; however, only shortlisted candidates will be contacted.

Job Types: Full-time, Permanent

Salary: $50,000.00-$55,000.00 per year

Benefits:

• Dental care
• Disability insurance
• Extended health care
• Life insurance
• Paid time off

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Application question(s):

• Do you have, or are you planning to pursue, additional designations like CIM, CFP, CFA or LLQP in the financial services industry?

Experience:

• financial services or similar regulated industry: 1 year (required)
• Customer service: 3 years (preferred)

Ability to Commute:

• Campbell River, BC V9W 2C2 (required)

Work Location: In person