POSITION SUMMARY
The Client Services Associate supports the Client Services organization and the CEO in an administrative role to ensure that the Client Services operations run smoothly, organized and efficient, ensuring our clients experience is held to an exceptionally high standard.
You are an organized individual with the ability to multitask and prioritize. You have previous customer service and administrative experience and you approach every day with a positive, cheerful attitude.
JOB RESPONSIBILITIES
Client Services (approximately 75% of workload)
- Client Administration
- Client information collections & admin
- Scheduling of initial meeting
- New Client Referrals (incoming and outgoing)
- Filing and document management
- Reception for Thrive clients and Spark Centre
- Phone system management
- Physical reception
- Calendar administration
- Thrive administrative activities
- Timesheet process administration
- CRM administration – ensuring client records are accurate and up to date
- Support client bookkeeping by acting as liaison between clients and financial advisors
- Assist and support “Thrive” – Spark Centre’s high-potential start-up client program
- Assist and support “Catalyst” – Spark Centre’s scaling client program
- Assist and support “Expert Network” – Spark Centre’s client services provider program
- Assist and support the Ignite Program – Spark Centre’s annual start-up competition
Executive Assistant (approximately 25% of workload)
- Calendar administration for CEO
- Phone system management
- Bank deposits, mail runs, etc.
- General office administration like filing, archiving, and office supply ordering
- Key organizational contact for CEO
EXPERIENCE & TECHNICAL QUALIFICATIONS
- Two (2) or more years’ experience within a fast paced office
- Experience in a customer-facing role
- College diploma in Administration, Communications, or equivalent work experience
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint)
- Experience working with a CRM software
OTHER QUALIFICATIONS
- Excellent attention to detail and a willingness to learn
- Friendly, enthusiastic personality – customer service focused
- Ability to work independently and in a team environment
- Ability to grasp tasks quickly and take initiative when necessary
- Sense of humour and practices discretion
- Ability to effectively prioritize and manage time effectively
- Ability to multi task in a fast paced environment
- Ability to work in a collaborative/shared working environment
NICE TO HAVE
- Bilingualism (French-English) an asset
WORK ENVIRONMENT
- We are a “start-up” culture, an organization that is fast-paced, with an open office design and concept
- Our high performance setting will provide the opportunity for you to gain valuable experience, long-term development and career growth
- Our “get it done” belief has you involved in our off-hour events and activities, supporting our operational needs – We are a highly driven, motivated and passionate team that works and plays hard
If you are a dynamic, energetic, dedicated and a motivated individual and want to become a core member of our team, we want to hear from you!
We thank all interested candidates, however, only those selected for an interview will be contacted.
Job Type: Full-time
Required education:
- Bachelor’s
Required experience:
- Executive Assistant: 3 years
- CRM Software: 2 years
- client administration: 3 years
Required language:
- French
