Financial Assistance Officer Job

Job type: Full-time; Permanent
Work location: 1500-1200 W 73rd Ave Vancouver, BC V6P 6G5

Key Responsibilities:
- Coordinate administrative tasks for over 60 licensed financial advisors, ensuring they have the tools and resources necessary to deliver top-tier financial services to clients.
- Manage office administrative procedures, regularly reviewing and refining processes to enhance operational efficiency across multiple service areas.
- Establish work priorities, and ensure deadlines are met and procedures followed by the team to maintain high-quality service standards.
- Administer policies related to the release of records, ensuring full compliance with government access and privacy regulations while supporting the needs of our large advisor base.
- Oversee key office services, including accommodations, equipment, supplies, and security services, ensuring the financial advisors and team have a well-maintained and functional workspace.
- Conduct analyses on budgeting and administrative operations, assisting with the preparation of the operating budget and financial controls for the office.
- Compile data and prepare reports, manuals, and correspondence, contributing to informed decision-making and supporting the broader administrative needs of the firm.

- At least College Diploma
- At least two years of administrative experience in supporting a large team, particularly in a financial services environment.
- Strong organizational, communication, and multitasking skills.
- Familiarity with budgeting, financial reporting, and administrative management.
- Ability to delegate, prioritize, and oversee tasks while maintaining high operational standards.
- Knowledge of privacy regulations and records management procedures is an asset.

How to apply:

If you are interested in this position, please email your resume to mdrtfinancialhr@gmail.com. Please include \"Financial Assistance Officer\" in the subject line.

MDRT Financial Service Corp was founded by three top members of the Global Million Dollar Round Table. It is a well-known financial planning company, with service areas covering several provinces, including British Columbia, Ontario, Alberta, and Saskatchewan. The company is committed to becoming the most trusted value-based financial and tax management service provider in Canada.