Executive Assistant – Brightrock Financial 

Brightrock Financial seeks an exceptional and experienced Executive Assistant to join our Team. We strive to be the best and provide a high level of communication and service to our clients. You are the liaison between our wonderful clients and our Financial Advisory Team. 

• You are passionate about providing excellent client-centric service. 
• You are an excellent oral and written communicator with outstanding listening skills. 
• You have very pleasant telephone manners.
• You are a team player who follows directions well and works cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance the company’s effectiveness.
• You are self-motivated and can undertake self-directed tasks when necessary.
• You easily maintain positive working relationships with others, both internally and externally.
• You can anticipate, understand, and respond to the needs of your employer and the clients to meet or exceed their expectations.
• You are a highly organized, detailed individual, full-service-oriented, and able to focus well.
• You have excellent time management skills and the capacity to prioritize by assessing situations to determine urgency.
• You have the ability and experience to develop a work schedule and the ability to make clear and timely decisions.
• You possess three years of experience in an administrative role supporting a Team.
• You thrive operating in a fast-paced, confidential, multitasking environment.

Specifically you will:

• Manage our customer relationship database
• Support and assist our team with client servicing requests such as banking changes, beneficiary changes, address changes
• Manage reception duties including answering the telephone and directing incoming calls to the appropriate person
• Call clients to make appointments
• Follow up on client requests for statements and tax receipts
• Open and sort incoming mail and couriers; prepare outgoing mail and couriers
• Manage basic day-to-day mailing and postage, regular post, and courier
• File client statements and correspondence, keep files organized 
• Keep the office clean & orderly with light cleaning (i.e., dishes and wipe down)
• Provide administrative support for the insurance and investment teams as required
• Process name and address changes with insurance and investment companies
• Follow up on Canada Revenue Agency Rep ID forms
• Record information and update client files with notes, update customer database
• Assist with the implementation of marketing programs, including mail outs and some social media
• Send emails to clients and format the monthly client newsletter
• Send client correspondence
• Update client summary statements
• Keep detailed notes of all correspondence with clients

Preference will be given to:

• Applicants who currently hold or have an interest in obtaining the following licenses;
  • Life Insurance (LLQP)
  • Mutual Funds 
  • Canadian Securities Course

To Qualify for this Opportunity, you should possess: 

• Excellent English skills (verbal and written) with clear and smooth speaking skills
• Minimum three years of experience working in an office
• Preference will be given to someone with experience working in a financial advisor’s office or an office where detailed notes and superior communication skills were required
• Excellent computer skills with Microsoft Outlook, Word, Excel, knowledge of Mail Merge in Word
• Familiar with using web-based applications and familiar with social media platforms
• Neat printing
• Pleasant demeanor to greet clients on the phone and in person
• Positive attitude and willingness to take direction from all the other employees in the office
• Very strong organizational skills and the ability to work with minimal supervision
• A “can-do” attitude and enthusiasm to assist on a wide range of projects

The Benefits:

• Starting salary of $48,000 to $54,000 based on experience and education
• Work onsite in our professional business office in Saskatoon in a full-time time position Monday to Friday, 8:30 am to 4:30 pm, with a half-hour lunch break
• Vacation includes three weeks plus an additional week during Christmas break
• Participation in group retirement plan after three months of employment
• Participation in group benefits after three months of employment
• Professional business dress code is required Monday to Friday
• Modern work environment
• Enjoy opportunities for personal and professional development in a supportive team environment.
• A criminal record check will be required before a successful hire
• This is a non-smoking office, and references are required
• Free parking on-site is provided

Over the last 16 years, Brightrock Financial has developed a strong reputation in financial planning, investment management, and insurance consulting in Saskatoon.  We endeavor to offer a comprehensive range of financial services, including managing individual insurance plans and investment portfolios and administering group benefits and pension plans.  We pride ourselves on providing superior guidance and communication to our clients.  

Are you intrigued? This is a terrific opportunity for the right person. Please send your cover letter stating your qualifications along with your resume to service@leadingadvisor.com. 

We want to thank all applicants; however, we will notify only those selected for an interview.