Client Services Associate – Finance Industry

An independent investment counseling firm managing pension funds, endowments, trusts, governments, foundations and individuals from across Canada is seeking a Client Services Associate to join their team. The ideal candidate who has an entrepreneurial spirit, a great attitude and a conscientious approach.

Who you are!

The ideal candidate has experience in the banking industry and would be responsible for providing client service, administration, marketing and sales support to Portfolio Managers

Where is it based?

Downtown Vancouver

The Role

Key Responsibilities include:

  • To be the first point of contact for Portfolio Managers.

  • To assess client requests and questions and direct to the appropriate person to resolve.

  • To communicate with clients and assist them in resolving any non-investment related issues

  • To prepare client documentation.

  • To process and follow up with client transfers

  • To communicate and work with Portfolio Managers and Associates to resolve any critical issues.

  • To act as back up to receptionist

  • Initial point of contact and ongoing communication with the company

  • Working with Registered Plans such as RRSP’s, RRIF’s, LIF’s, TFSA’s and TFSP’s

  • Any other duties as required

Communication:

Internal

  • Report to Director of Client Service

  • Respond to requests from Client Service Associates and Portfolio Managers

  • Work with Fund Accounting, Investment Operations and Information Technology Departments to research and resolve issues

 External

  • Liaise with various departments in Investor Services to resolve issues as they arise

  • Liaise with external custodians to resolve issues as they arise

  • Respond to accountants, lawyers, and other relevant parties to research and resolve issues

Qualifications and competencies:

  • Investment industry/banking experience required

  • University degree or equivalent

  • Microsoft Office (Excel, Word, PowerPoint, Outlook)

  • Completion of the Canadian Securities Course or other related industry courses would be a definite asset

  • Knowledge of registered plans such as RRSP’s, RRIF’s, LIF’s, TFSA’s and TFSP’s

  • Ability to thrive in a fast paced, high-demand environment

  • Good knowledge of Excel and experience working with spreadsheets is required

  • Good knowledge of PowerPoint and experience creating and editing presentations is required

  • Superior attention to detail and willingness to take ownership of tasks with minimal supervision is required

  • Excellent problem solving skills is required

  • Excellent written and verbal communication skills are critical for this position

  • CSC, Canadian Securities Course, and Accounting or bookkeeping background is a definite asset.

Timeline for this role

Expert Recruiters are short-listing candidates currently for client interviews beginning immediately once all due diligence has been completed. The goal is to have the successful candidate to start immediately.

What’s in it for you?

You will be part of a team and that you are proud to say you work for, competitive base salary and benefits commensurate with the experience of each candidate.

Is this you?

Please send resume to jobs@expertrecruiters.com and call 604-689-3600 with questions. If you have already met a member of our team and are interested in this role, please call or email us asap.

Conveyancer (Not a law firm)

Our client, a high profile real estate company, is looking for a full-time Conveyancer-Transactions Coordinator to join their team.  Assisting a busy team of professionals, this is a fantastic opportunity to work for one of the top companies in the city.  With offices coast to coast, our client offers its employees stability, long-term growth, and a challenging and dynamic work environment.

The Role:

Responsible for listings and voucher processing for single or multiple offices with 20-200 employees. Prepares vouchers used to collect the commissions due. Manages all listing and deal files in compliance to Real Estate regulations and facilitates the transfer of financial information to Transaction Accounting.

ESSENTIAL DUTIES AND RESPONSIBILITIES • Verifies handwritten voucher against the written contract. Enters all sales and lease information into the Company’s database according to the organization’s guidelines and procedures. Assists in obtaining appropriate signatures/approvals and transferring all financial information to Transaction Accounting for further processing. • Creates deal files and verifies required documents per policies and Real Estate guidelines by completing the Deal File Checklist. • Performs month-end/quarter-end and year-end duties like balancing trust account spreadsheets and cheques written log, printing of A/R report and closed deal report for Managing Director • Processes deposits, issues cheques and handles all administrative tasks pertaining bank statements for interest bearing bank accounts • Assists Transaction Accounting in the process of collection and distribution of client’s commission payments. • Provides customer service to sales professionals, clients and legal counsel pertaining to real estate transactions. • Assists Transaction Accounting in obtaining necessary verifications of various contingencies in order to adhere to the Company’s revenue recognition policies. Prior experience with FINTRAC and other legislation pertaining to commercial real estate transactions is an asset. • Other duties may be assigned.

Responsibilities:

  • Analyzing, verifying and entering information from vouchers and contracts into the system

  • Tracking and entering sales and lease transactions

  • Creating deals files; completion of Deal File checklists

  • Prepares commissions vouchers

  • Managing trust accounts; processing deposits, issuing cheques

  • Providing assistance to Transaction Accounting; obtaining necessary verifications and signatures, facilitates the transfer of financial information to department

  • Providing general administrative and service support to the sales professionals

Must haves:

  • Post-secondary education is required

  • 3 years related experience is a must

  • Ability to work independently with little supervision

  • Excellent written and verbal communication skills with attention to detail

  • Ability to work well under pressure while maintaining a friendly and positive attitude while dealing with multiple projects and deadlines

  • Excellent computer skills required; Advanced MS Office Suite knowledge

  • General knowledge of financial terms and accounting principles

Is this you?

Please send resume to jobs@expertrecruiters.com and call 604-689-3600 with questions. If you have already met a member of our team and are interested in this role, please call or email us asap.

Conveyancer Real Estate Transactions ASAP start! Temp till end of year

Real Estate Transaction Manager – Conveyancer ASAP Temp to end of year 
Our client, a leading commercial real estate company, is seeking a Real Estate Transaction Manager to join their team of busy real estate professionals commencing immediately Provides ongoing management of real estate transaction activities for a defined portfolio of properties on behalf of our clients. Coordinates field resources and other stakeholders in the execution of lease renewals, new site acquisitions as required, early lease terminations, and more.  Please note this is a demanding but rewarding position within an established company!
 
Who you are!
The ideal candidate will have exceptional interpersonal skills, strong written and oral communication skills, analytical skills, planning skills with the ability to function effectively with minimal direction, the ability to effectively multi-task and the ability to drive projects to successful and timely completion.

Where is it based?
Based in the heart of downtown Vancouver
 
Responsibilities:

  • The priority for position is to ensure all transactions adhere to all provincial real estate agency requirements. Ensures compliance with the company’s corporate policies as they relate to identifying and mitigating potential conflicts of interest.

  • Closely tracks all transaction activity (commissionable and non-commissionable) for Retail Group, prepares compliance documentation and vouchers for deal processing, and accounts for all savings results achieved on behalf of clients. 

  • Monitors and maintains a real estate project tracking system to ensure timely transaction completion. Prepares reports and makes presentations to relevant parties.

  • Implements real estate plans with an understanding of the client's strategic real estate goals. Assists with project initiation and scope definition, prioritization of assignments, and adherence to client-driven priorities, commitments, and milestones. 

  • Concurrently acts as tenant sales representative and effectively negotiates the business terms and conditions.

  • Coordinates field broker selection and other required resources, subject matter experts, and business partners. If necessary, facilitates client review and approval of proposed team resources for the purpose of transaction execution.

  • Drafts and creates a large variety of analysis and relevant documents, including but not limited to: project initiation, market comparable reports, proposal comparison packages, letters of intent, leases and broker's opinions of value.

  • Negotiates leases and lease amendments. Monitors lease expirations. Negotiates lease renewals within prescribed timeline. Locates and acquires new properties to meet client's requirements and timeline.

  • Works closely with the company and/or client's Lease Administration, Project Management, Facility Management, and Finance/Accounting teams to ensure integration between the service lines.

 
Must haves:

  • Must be able to perform each essential duty satisfactorily in a team environment. Must also be able to work independently and manage competing priorities.

  • Real Estate Salesperson License

  • Intermediate to advanced skills with Microsoft Office suite.

  • Requires general knowledge of financial terms and accounting principles. Ability to calculate simple figures such as percentages.

  • Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal group.

  • Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations.

  • Requires superior analytical skills and problem-solving skills. Ability to compute complex mathematical calculations pertaining to real estate commissions.


Is this you?
send resume to jobs[@]expertrecruiters[.]com attention:  Darcia Bower, Managing Director. If you have already met a member of our team and are interested in this role, please call or email us asap. 604-689-3600
 
Expert Recruiters locally established staffing and consulting firm with a national reach; established in 1999 by its Managing Director Darcia Bower, who has over 20 years’ experience helping clients and candidates reach their goals. Expert Recruiters takes great pride in providing a more personal, boutique style staffing and recruitment agency experience. From the moment you walk through the door, you’ll recognize that Expert Recruiters provides a warm and welcoming environment for both our candidates and our clients, with all of our applications treated with the strictest of confidence.

Marketing Specialist - FILLED

Our client, a high profile real estate company, is looking for a Marketing Specialist to join their top performing team. Assisting a busy team of professionals, this is a fantastic opportunity to work for one of the top companies in the city. With more than 300 offices worldwide, our client offers its employees stability, long-term growth, and a challenging and dynamic work environment.

 

The Role:

As the Marketing Specialist you will be leading the team’s commercial real estate marketing and communications process. This is an opportunity to work with one the leading commercial apartment sales brokerage teams in Canada!

 

Who you are!

You are a driven and capable Marketing professional with a proven track record. You have a full spectrum of real estate skills and a full understanding of a wide range of marketing platforms. The ideal candidate has comprehensive knowledge of both traditional and cutting-edge marketing and communication tools, and understands how each are best deployed for a variety of audiences. You thrive in a fast paced, high intensity environment where you are expected to perform at the highest level.

 

Where is it located?

Stunning Corporate Offices in Downtown Vancouver, easily accessible via transit.

 

Responsibilities:

  • Oversee and execute marketing campaigns (both print and digital media components) for commercial property listings

  • Develop and design print marketing materials such as brochures, investment packages, market reports, proposals, email campaigns, websites and social media. This includes  research,  analysis, writing and graphic design processes

  • Maintain the schedule of multiple projects to ensure all deliverables are completed on  time and within budget

    • Lead the planning and execution of marketing and communications strategies for specific properties

    • Provide leadership and guidance to the marketing team, including training and delegating as necessary

    • Act as a point of contact for clients, including responding to and resolving issues, gathering information and documentation

    • Liaise with various third party contractors

    • Other duties as assigned

 

Must haves:

  • Post secondary degree in Real Estate, Business, Marketing or Communications

  • 5 years in a related position

  • Keen eye for graphic design; proficiency in Adobe Creative Suite is required

  • High proficiency in Microsoft Office Suite

  • Strong knowledge of web design and social media marketing

  • Superior verbal and written communications skills

  • Strong research and analytical skills

    • Excellent work ethic, with the ability to thrive in a demanding work environment while managing multiple overlapping projects from conception through to completion

    • Demonstrated leadership skills and ability to effectively delegate tasks

    • Strong attention to detail

Is this you?

Please send resume to jobs@expertrecruiters.com, Attention:  Darcia Bower

Expert Recruiters locally established staffing and consulting firm with a national reach; established in 1999 by its Managing Director Darcia Bower, who has over 20 years’ experience helping clients and candidates reach their goals. Expert Recruiters takes great pride in providing a more personal, boutique style staffing and recruitment agency experience. From the moment you walk through the door, you’ll recognize that Expert Recruiters provides a warm and welcoming environment for both our candidates and our clients, with all of our applications treated with the strictest of confidence.

Financial Analyst (Real Estate)

Our client, a leading commercial real estate company, is seeking a Financial Analyst to join their top team of busy commercial real estate professionals commencing immediately. The ideal candidate will work with team members across Canada and will be exposed to some of Canada’s leading investment professionals.

 
The Role
The role of Financial Analyst presents the opportunity to work on a leading multi family brokerage team in Western Canada and play an integral part of some of the largest, most recognized, and most complex commercial real estate transactions in British Columbia. The Financial Analyst’s primary objective is to provide support to the National Apartment Group (NAG) commercial real estate underwriting process. As part of NAG, you will work with team members across Canada and will be exposed to some of Canada’s leading investment professionals. Analyzing investment returns, yield metrics, scenario analyses, and profitability of commercial real estate investments;

Where is it based?
Based in the heart of downtown Vancouver in beautiful corporate offices.
 
Responsibilities:

  • Financial modeling and cash flow projections for commercial real estate assets using Excel and at times Argus;

  • Property operating budget reconciliation incorporating detailed operating expense recovery methodologies;

  • Analyzing investment returns, yield metrics, scenario analyses, and profitability of commercial real estate investments;

  • Pertinent property details review including but not limited to: Leases, material contracts, land use plans & zoning, property reports, existing and potential debt, and operating expenses reconciliation

  • Compiling, summarizing, and analyzing market research data and reports, sales & rent comparables, and unique market trends;

  • Analyzing leverage and impact of debt financing on property cash flows and return metrics incorporating conventional mortgages, vendor-take-back financing, second mortgages, and other non-conventional financing;

  • Valuation of development and redevelopment sites utilizing residual land valuation and comparable transactions approaches;

  • Support the preparation of marketing materials such as marketing brochures, confidential offering memorandums, and investment analyses;

  • Assist with transaction execution functions including preparation of property documents, transactional documents, due diligence support, and addressing deal-related inquiries

Main Requirements:

  • Minimum of 1 – 2 years of relevant work experience

  • Reliable and committed team player

  • Strong analytical and financial modeling skills, including proficiency with Microsoft Excel

  • Knowledge ARGUS Valuation (ARGUS Enterprise) software is an asset but not required;

  • Strong numeracy and writing skills are essential;

  • Proficient in Microsoft Suite, including PowerPoint, Word and Excel;

  • Position requires demonstrated problem solving and innovative decision making with the ability to work under tight deadlines;

  • Ability to read, comprehend, and analyze complex client contracts and associated legal documents;

  • Adaptable to performing multiple functions;

  • Strong organizational skills;

  • Excellent communication skills and command of English is required;

  • Demonstrated ability to work effectively under pressure;

  • Commitment to ethics, integrity, professional conduct, and clients.

Qualifications:

  • A minimum of a Bachelor’s degree in finance, accounting or real estate;

  • CFA® or other financial designation is an asset;

  • Demonstrated experience in preparing, comprehending, analyzing, interpreting and communicating complex information;

A competitive compensation package is available and will be reflective of both qualifications and experience.

Is this you?

Please send resume to jobs@expertrecruiters.com, Attention:  Darcia Bower

Expert Recruiters locally established staffing and consulting firm with a national reach; established in 1999 by its Managing Director Darcia Bower, who has over 20 years’ experience helping clients and candidates reach their goals. Expert Recruiters takes great pride in providing a more personal, boutique style staffing and recruitment agency experience. From the moment you walk through the door, you’ll recognize that Expert Recruiters provides a warm and welcoming environment for both our candidates and our clients, with all of our applications treated with the strictest of confidence.

Real Estate Transactions Coordinator (Conveyancing) - FILLED

Our client, a leading commercial real estate company, is seeking a Real Estate Transaction Manager to join their team of busy real estate professionals commencing immediately Provides ongoing management of real estate transaction activities for a defined portfolio of properties on behalf of our clients. Coordinates field resources and other stakeholders in the execution of lease renewals, new site acquisitions as required, early lease terminations, and more.  Please note this is a demanding but rewarding position within an established company!
 
Who you are!
The ideal candidate will have exceptional interpersonal skills, strong written and oral communication skills, analytical skills, planning skills with the ability to function effectively with minimal direction, the ability to effectively multi-task and the ability to drive projects to successful and timely completion.

Where is it based?
Based in the heart of downtown Vancouver
 
Responsibilities:

  • The priority for position is to ensure all transactions adhere to all provincial real estate agency requirements. Ensures compliance with the company’s corporate policies as they relate to identifying and mitigating potential conflicts of interest.

 

  • Closely tracks all transaction activity (commissionable and non-commissionable) for Retail Group, prepares compliance documentation and vouchers for deal processing, and accounts for all savings results achieved on behalf of clients.

 

  • Monitors and maintains a real estate project tracking system to ensure timely transaction completion. Prepares reports and makes presentations to relevant parties.

 

  • Implements real estate plans with an understanding of the client's strategic real estate goals. Assists with project initiation and scope definition, prioritization of assignments, and adherence to client-driven priorities, commitments, and milestones.

 

  • Concurrently acts as tenant sales representative and effectively negotiates the business terms and conditions.

 

  • Coordinates field broker selection and other required resources, subject matter experts, and business partners. If necessary, facilitates client review and approval of proposed team resources for the purpose of transaction execution.

 

  • Drafts and creates a large variety of analysis and relevant documents, including but not limited to: project initiation, market comparable reports, proposal comparison packages, letters of intent, leases and broker's opinions of value.

 

  • Negotiates leases and lease amendments. Monitors lease expirations. Negotiates lease renewals within prescribed timeline. Locates and acquires new properties to meet client's requirements and timeline.

 

  • Works closely with the company and/or client's Lease Administration, Project Management, Facility Management, and Finance/Accounting teams to ensure integration between the service lines.

 
Must haves:

  • Must be able to perform each essential duty satisfactorily in a team environment.  Must also be able to work independently and manage competing priorities.

  • Real Estate Salesperson License

  • Intermediate to advanced skills with Microsoft Office suite.

  • Requires general knowledge of financial terms and accounting principles. Ability to calculate simple figures such as percentages.

  • Ability to comprehend and interpret instructions, short correspondence, and memos and ask clarifying questions to ensure understanding. Ability to write routine reports and correspondence. Ability to respond to common inquiries or complaints from clients, co-workers, and/or supervisor. Ability to effectively present information to an internal group.

  • Ability to understand and carry out general instructions in standard situations. Ability to solve problems in standard situations.

  • Requires superior analytical skills and problem-solving skills.  Ability to compute complex mathematical calculations pertaining to real estate commissions.

Is this you?

Please send resume to jobs@expertrecruiters.com, Attention:  Darcia Bower

Expert Recruiters locally established staffing and consulting firm with a national reach; established in 1999 by its Managing Director Darcia Bower, who has over 20 years’ experience helping clients and candidates reach their goals. Expert Recruiters takes great pride in providing a more personal, boutique style staffing and recruitment agency experience. From the moment you walk through the door, you’ll recognize that Expert Recruiters provides a warm and welcoming environment for both our candidates and our clients, with all of our applications treated with the strictest of confidence.

Intermediate Accounting Role, Finance Company in Vancouver, ASAP Start!

A well establish Canadian privately owned financial services firm in seeking an Intermediate Accountant to join their team They are looking for someone who enjoys working with a dynamic team of accounting professionals if you are self-driven and detail oriented with excellent communication abilities to contribute to our team’s success, this is the role for you.

Who you are: Reporting to the Manager of Cards and Payments Finance, you would be involved in a variety of tasks for both Card Services and Payment Solutions teams, including responsibility for the accounting for various of programs, completion of reconciliations, variance analysis, financial and ad hoc reporting.

Where is it based? They are headquartered in downtown Vancouver however the role will consist of a split between remote from home and the corporate office.

Key Responsibilities:

• Responsible for the accuracy and completeness of a number of programs that utilize cost center accounting, including journal entries and reconciliations

• Assist with daily banking requirements and oversee relevant accounts

• Assist with relevant forecasting and variance analysis

• Assist with documentation and implementation of accounting and control policies and procedures, recommend and help action process improvement recommendations to streamline program accounting and help standardize procedures

Desired Qualifications:

• Accounting or Finance degree and at least three years of accounting experience; qualified or near qualified CPA designation

Self-starter with strong organization and time management skills

• Strong verbal and written communication skills and attention to detail

• Ability to grasp business concepts in a dynamic, fast paced and multi-entity environment

• Ability to identify potential problems, recommend solutions, and stay with problems until resolved

• Enthusiastic and a positive attitude

• Strong software skills with Microsoft Excel and related formulas and functions; experience with PowerBI or Vena Solutions is an asset (but not required)

• Excellent communications skills both verbal and written

 

Timeline for this role: The aim is for the selected candidate to start as soon as possible once all due diligence has been completed. Interview process will be via video conference.

Is this you?

Please send your resume to jobs@expertrecruiters.com to the attention of Darcia Bower, Managing Director, if you have already met a member of our team and are interested in this role please call or email us asap.