OFFICE ADMINISTRATOR

Job description:
Bircher Financial Group Inc. provides comprehensive wealth management services and financial planning services. We are seeking a highly organized and professional Office Administrator to be the backbone of our team. This role provides day-to-day support to our staff, with a particular focus on assisting our Executive Assistant, while also serving as the first point of contact for clients.
As the Office Administrator, you will play a critical role in ensuring smooth operations across the firm — managing reception duties, coordinating schedules, supporting the team with documentation, and delivering exceptional client service.

QUALIFICATIONS:

-Experience as an Office Administrator or similar role; experience in the financial services industry (insurance and investments) is an asset.
-Strong organizational skills with exceptional attention to detail.
-Excellent verbal and written communication skills; professional phone and reception etiquette is essential.
-Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook and Microsoft 365).
- Ability to handle sensitive and confidential information with discretion.
- Proactive, adaptable, and able to support multiple team members in a fast-paced environment.
-Experience with social media marketing is an asset, but not required.

EDUCATION:

• Secondary School is preferred
• Related experience in the financial industry is an asset
  -A diploma in Business Administration or Finance is considered an asset.

• Serve as the first point of contact by greeting clients, answering and directing phone calls, and managing email inquiries.
• Provide comprehensive administrative support to the team, with a focus on assisting our team in supporting the Senior Advisor.
• Prepare and organize documents and reports for client meetings.
• Assist with the preparation and submission of financial forms, applications, and other paperwork.
  -Maintain the client database and ensure accurate, up-to-date records.
• Manage office supplies, handle general administrative tasks, and support day-to-day operations.
• Coordinate team calendars, schedule appointments, and book client meetings.