This is an exciting opportunity to work with an innovative, growing financial-services organization that has an important social mission.

We Are:

Your Skills:

Advanced proficiency with the Microsoft 365 suite of applications
Advanced written/oral communication skills; creative writing skills; client-service skills
Curious, creative, results-driven self-starter with the desire and ability to learn in an unstructured, multidisciplinary environment
Strong interpersonal and problem-solving skills; attention to detail
Desire to build and advance in a rapidly-growing business
Professional or graduate degree; knowledge of/experience with financial services
Intermediate proficiency with accounting software (e.g. QuickBooks)
Familiarity with site-editing tools, e.g. WordPress

A Day in the Life:

As Coordinator, Administration and Client Services with Blue Pier, your responsibilities will include:

Respond to client enquiries and schedule/participate in client meetings
Prepare and maintain marketing materials, client proposals, and decks
Prepare/update forms and other client onboarding documentation
Manage client onboarding process with service providers and clients
Maintain CRM systems, social media platforms, website, and email/direct mail campaigns
Assist in the preparation and completion of regulatory filings
Maintain physical and digital corporate records; prepare draft documents – e.g. resolutions, agreements, minutes for board meetings
Take, prepare, circulate and finalize meeting minutes
Source/qualify/engage suppliers – e.g. IT/office equipment; marketing materials; print and online advertising; event planning
Manage accounts payable/receivable; issue invoices; review/pay supplier invoices

Type: Full-time, 12-18-month contract position.

Terms: One-year minimum contract with potential for permanent full-time. Three-month probationary period.

Location: Toronto financial district, on the PATH. Hybrid onsite/remote work environment.

Blue Pier™

Open Positions