General Position Description - As the Office Administrator your duties and responsibilities will include:

• Answer switchboard in a professional manner and relay all messages
• Receive mail, log and distribute.
• Efficiently manage the CEOs calendar, email and other communications
• Ensures the CEO has all relevant preparatory materials in advance of meetings.
• Anticipates potential concerns and takes the initiative to minimize impact on the CEO and other managers.
• Takes a proactive approach in implementing systems as required.
• Creates files and file new clients information accordingly (both electronic & paper)
• Confirm all upcoming meetings and appointments 2 days prior to scheduled dates
• Ensure Insurance files (both electronic and paper) are appropriately organized and kept up-to-date
• Ensure all customer contact information (SBA & SBFA) are kept up-to-date
• Perform additional functions as directed or assumed on your own initiative
• Arrange seminars, special events and catering as required

Qualifications include:

• 5 years administrative support experience, is considered as asset.
• Strong ability to use the Microsoft Office Suite (Word, PowerPoint, Excel) to it’s full potential.
• Experience in an Insurance Brokerage firm a definite asset
• Experience with ACT a definite asset
• Ability to multi-task and independently complete work within timelines provided by the CEO.
• Must have strong communication and organizational skills
• Excellent oral and written communication skills.
• Proven ability to maintain confidentiality.
• Must enjoy working in and supporting of a team environment.

Location & Hours
This position will support, and be located in our McKenzie Towne office at
60 High Street SE, Calgary, AB  T2Z 3T8
Hours for the position are 8:30-4:30pm Monday to Friday

If you feel that this is the right position for you, and you meet these qualifications, please respond by sending your resume and cover letter in Word or .pdf format to careers@smallbusinessaccountants.ca

General Position Description:

• Answer telephones in a professional manner and transfer to appropriate staff member.
• Meet and greet clients and visitors.
• Create and modify documents using Microsoft Office.
• Receive mail, log and distribute to the appropriate person
• Arrange couriers as required
• Maintain hard copy and electronic filing system.
• Sign for and distribute UPS/Fed Ex/Airborne packages.
• Ensure office supplies are stocked on a weekly basis.
• Setup and coordinate meetings, special events, training seminars and conferences.
• Responsible for updating all Marketing and Marketing Material for the company, including social networking, website updates, seminars, advertisements (print and email)

Qualifications include;

• Must be able to communicate effectively through oral and written communication
• Work independently on routine tasks
• Have at least 3 years office administration experience
• Currently hold or are working towards a degree in marketing would be a definite asset
• Customer Service experience is required

Location & Hours
This position will support, and be located in our McKenzie Towne office at
60 High Street SE, Calgary, AB  T2Z 3T8
Hours for the position are 4:00-8:30 pm Tuesday and Thursday

If you feel that this is the right position for you, and you meet these qualifications, please respond by sending your resume and cover letter in Word or .pdf format to careers@smallbusinessaccountants.ca 

General Position Description – As a Consultant representing The Small Business Financial Advisors Ltd., you are “self-employed” and responsible for prospecting and networking to develop additional business. You strive to provide your clients with the best investment and insurance needs council based on their specific requirements. You must enjoy working in and supporting of a team environment.

Must have your Mutual Fund License and/or Insurance License, as well as a degree or diploma in business and/or finance.

General Position Description – Must be highly organized, mature, and knowledgeable team player. Assist Investment/Insurance Advisors with processing and confirming client transactions and documentation, scheduling and confirming appointments, and preparing for and organizing of seminars and trade-shows.

Must have well rounded knowledge of securities industry, advanced computer skills, and excellent communication and interpersonal skills.

Contact us at 403-457-6221 or email your resume to careers@smallbusinessfinancial.ca