JOB DESCRIPTION:

Pacifica Partners is seeking an experienced administrator to act in a similar capacity to that of a broker’s assistant. The ideal candidate would have experience in the financial services industry preferably in banking, a securities brokerage or at an investment manager.

QUALIFICATIONS:

• Proficient in Office 365; MS Word, Outlook, Publisher and PowerPoint.
• With intermediate understanding of Microsoft Excel.
• Must have excellent command of the English language, verbal and written.
• Previous administrative experience, preferably in banking or with an investment brokerage, is an asset.
• Previous client or customer services experience is an asset.

ABOUT PACIFICA PARTNERS:

Pacifica Partners is an established investment management firm in our 14th year of operation. We are looking for a talented administrator with strong knowledge of Microsoft Office who is looking to join our growing team in the position of “Administrative & Client Coordinator”

• We offer a positive team work environment in a fast-growing company with competitive compensation, work flexibility and flexible health benefits.
• The position will be based out of our Surrey head office located at 152nd & #10 Highway. Remote working is a possibility after training.
• For the right candidate, we would consider making the position either full or part time. Please indicate your preference when applying.

Pacifica Partners services the investment management needs of high-net-worth clients that are located across North America. We value people, relationships, customer service, and innovation. We believe in constantly improving ourselves to provide the best possible service to our clients.
The successful candidate will possess the following characteristics.

• Electronic and physical filing of client related paperwork.
• Communicating with clients via phone and email to request and provide paperwork, reset passwords, and other client service related tasks.
• Calling and receiving couriers, bank deposits, filing, answering reception phone calls, order supplies.
• Database Maintenance - updating and maintaining client information using internal CRM software.
• Administrative Support - provide support to colleagues as needed.
  Position may be full time 37.5 hrs per week - Monday-Friday from 8:00AM-4:00PM.