This is an exciting opportunity to work with an innovative, growing financial-services organization that has an important social mission.
We Are:
- A financial-services innovator with a social mission
- Flexible, challenging, encouraging, respectful and fun
- Committed to equity, diversity, inclusiveness, transparency, and accountability
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.
