DESCRIPTION

Our client in the financial services industry, based in Downtown Vancouver is looking for a Client Database Administrator to join their team. This will be a 6-month contract role, with strong chance of extension.
This role is fully based in office.
Pay rate: Up to $27/hr

Responsibilities:

• This role is responsible for overseeing a project which involves reaching out to clients and managing the entire client database process from start to finish.
• Communicating with existing clients and assisting them with client update forms, answering any questions they may have and following up with them to obtain information when necessary
• Create and monitor DocuSign envelopes sent to clients
• Update and manage the portfolio management system as necessary
• Work with Portfolio Managers and Portfolio Administrators to resolve any discrepancies in information
• Delivering quality customer service and professional, accurate correspondence to clients.
• Track and provide project progress updates
• Other duties as required.

Skills, Knowledge and Abilities Required:

• Previous administrative and client service experience
• Experience in roles that require data collection and numerical database management.
• Experience in the financial services industry is a bonus
• Professional with great attention to detail
• Excellent written and verbal communication skills
• Positive attitude and willingness to learn
• Strong administrative and computer skills
• Experience with MS Office suite, especially Excel
• Polished and professional demeanor
• Ability to work independently and in a fast-paced environment
• Must be detail oriented
• Strong organization and problem-solving skills
• Excel VBA coding a bonus
• Strong work ethic

ADDITIONAL SKILLS

(none specified)

• This role is responsible for overseeing a project which involves reaching out to clients and managing the entire client database process from start to finish.
• Communicating with existing clients and assisting them with client update forms, answering any questions they may have and following up with them to obtain information when necessary
• Create and monitor DocuSign envelopes sent to clients
• Update and manage the portfolio management system as necessary
• Work with Portfolio Managers and Portfolio Administrators to resolve any discrepancies in information
• Delivering quality customer service and professional, accurate correspondence to clients.
• Track and provide project progress updates
• Other duties as required