About Company
A&P Financial Services is a trusted financial planning and wealth management firm dedicated to providing personalized advice and comprehensive solutions to individuals and families in New Westminster and surrounding areas. For over 20 years, we have built a reputation for integrity, client-centric service, and a deep understanding of financial markets. Our team of experienced advisors is committed to helping clients achieve their financial goals through meticulous planning, strategic investments, and ongoing support. We believe in fostering long-term relationships and empowering our clients with the knowledge and tools they need to make informed financial decisions. At A&P Financial Services, we pride ourselves on a supportive work environment, valuing teamwork, continuous learning, and a shared commitment to excellence in serving our community.
Job Description
Are you meticulously organized, detail-oriented, and passionate about maintaining accurate information? A&P Financial Services is seeking a dedicated Client Data Management Aide to join our growing team in Sapperton, New Westminster. In this vital full-time role, you will be instrumental in ensuring the integrity, accuracy, and confidentiality of our client data, which forms the bedrock of our financial advisory services. You will be responsible for a wide range of administrative tasks, from precise data entry and record-keeping to supporting the broader operational needs of our office. This position offers an excellent opportunity for an individual with a strong administrative background and a keen eye for detail to contribute significantly to our operational efficiency and client service excellence. The successful candidate will play a key role in upholding our commitment to data quality, directly impacting our ability to provide timely and effective financial advice. You will work closely with our financial advisors and administrative staff, becoming an indispensable part of a collaborative and professional environment. This role is perfect for someone looking to grow their skills in a professional services environment and contribute to the financial well-being of our community. We are looking for an individual who embodies our values of precision, client focus, and teamwork, and is eager to make a tangible impact from day one.
Key Responsibilities
- Accurately input, update, and maintain client information in our CRM system and other relevant databases.
- Perform regular data quality checks, identify discrepancies, and implement corrective actions to ensure data integrity.
- Assist with the organization and filing of client documents, both physical and digital, ensuring compliance with privacy regulations.
- Generate reports and summaries from client data as required by advisors for client meetings and internal analysis.
- Support administrative tasks such as preparing client correspondence, scheduling appointments, and managing office supplies.
- Maintain strict confidentiality of all client information and adhere to company privacy policies and industry regulations.
- Collaborate with financial advisors and other team members to streamline data management processes and improve efficiency.
- Assist in the onboarding process for new clients by gathering necessary documentation and setting up client profiles.
Required Skills
- Proven experience in data entry, administrative support, or a similar detail-oriented role (minimum 1 year).
- Exceptional attention to detail and accuracy in data handling.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Strong organizational and time management skills with the ability to prioritize tasks effectively.
- Excellent written and verbal communication skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Demonstrated commitment to maintaining confidentiality and discretion.
Preferred Qualifications
- Post-secondary education (diploma or degree) in Business Administration, Office Management, or a related field.
- Experience with CRM software (e.g., Salesforce, Wealthbox) or other client database systems.
- Previous experience in the financial services industry or a professional office setting.
- Basic understanding of financial terminology and concepts.
Perks & Benefits
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision insurance coverage.
- Generous paid time off, including vacation and sick leave.
- Opportunities for professional development and continuous learning.
- Supportive and collaborative team environment.
- Modern office located in the vibrant Sapperton neighbourhood.
- Company-sponsored social events and team-building activities.
- Contribution to a Registered Retirement Savings Plan (RRSP).
How to Apply
Click on the link below to apply for the job.