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.

Accounting Temps

Are you looking for temporary work while you job hunt or to allow you flexibility in your work schedule? With opportunities in the Greater Vancouver Area we are always looking for fantastic candidates to be Temporary Accounting Ambassadors for Expert Recruiters. Short and long-term opportunities available, day of assignments and ongoing roles!
 
The roles we require on an ongoing basis include Accounts Payable Accounting Clerk, Bookkeeping and other Accounting roles! The duties include but are not limited to the following:

• Accounts Payable Clerk

• Accounts Receivables Clerk

• Accounting Clerk

• Bookkeeper

• Payroll Specialists

• Auditor

• Staff Accountant

• Senior Accountant

• Accounting Manager

Ideally you will have some previous and related finance experience and be proficient in Accounting Systems and Microsoft Office.  You are reliable, easy to get a hold of, and flexible. 

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.

Administrative Assistant, great opportunity for new University Grad

Our client is looking for an intelligent, capable and mature Administrative Assistant to join their team. This is a fantastic opportunity to work with a close-knit team and gain invaluable experience that will allow you to grow and develop your already established administrative knowledge. If you are looking for an organization that really invests in its people and is making a difference in BC this may be the opportunity for you.

Working from their Vancouver office with knowledge of greater BC, the ideal candidate will be warm individual who is eager and willing to assist in the day to day running of this small office. The ability to manage all interactions with necessary discretion and sensitivity is a desired trait of the ideal candidate. 

Reporting to the Executive Manager and Specified Projects Manager, the Administrative Assistant is responsible for providing front line communication and information to stakeholders and providing clerical and administrative support. You are professional, easy going, have an exceptional attention to detail, the ability to juggle a number of balls at once and can learn quickly without instruction. 

Key Responsibilities & Duties:

• Answering and redirecting calls coming into switchboard, managing queries and escalating where necessary

• Monitoring and replying to all incoming emails

• Responsible for the day to day running of the office

• Scheduling meetings including, ordering catering, and maintaining the on-line schedule

• Maintaining all office and kitchen supplies and liaising with vendors as required

• Responsible for the office petty cash box and monthly reporting

• Maintaining company’s contact lists and filing systems

• Developing, designing and maintaining Office Training Manual

• Formatting presentation materials and creating and maintaining document templates

• Maintains, and tracks accounts. Determines eligibility of reimbursement according to established policies and guidelines.  Processes requisitions, invoices, journal vouchers and travel claims

• Organizing travel including, accommodation and registering for conferences and seminars

• Maintain the aesthetic of the office ensure all areas including the kitchen and meeting spaces are keep clean at all times

• Preparing agenda materials (photocopying, mailing, couriering, and emailing) relating to meetings and/or projects, for distribution to meeting participants and following up with Honoraria claim forms

• Conducting online research on various subjects at the request the Executive Manager

• Maintain and update information on the company website

• Attending offsite events, conferences, and seminars as required

• Providing support in the preparation and delivery of the courses, such as sending out course materials, and shipping of equipment

Skills & Qualifications:

• High school graduation supplemented by business and secretarial courses equivalent to up to one year of study with at least 2-5 years related experience

• Excellent communication, interpersonal, and organizational skills

• Knowledge of greater BC mandatory

• Superior attention to detail

• Ability to set-up and maintain electronic and paper files

• Proven ability to multitask, balance priorities, and meet deadlines

• Ability to work independently and as part of a team

• High level of computer literacy including intermediate level experience with Word, Outlook, PowerPoint, Excel, and Internet Explorer

• Basic knowledge of medical terminology an asset

• Ability and willingness to travel

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.

Career opportunities for new grads!

If you’re a new grad, or looking to make the transition from the service industry, please get in touch!

A number of our clients based in the Lower Mainland are looking to hire right now! Positions available in:

• Administration

• Reception

• Customer Service

• Data Entry

• Other entry level office work

This is a great opportunity to join an established firm where you will work with a close-knit team of professionals. Our clients values service, integrity, teamwork and innovation. The successful candidates will be warm and outgoing; people pleasers who are always striving to go above and beyond. They will also be polished and professional in their presentation and have excellent communication skills. A background in hospitality is an asset - willingness and flexibility a must! 

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.

Temporary Opportunities – Work that works with your schedule!

Are you looking for temporary work while you job hunt or to allow you flexibility in your work schedule? With opportunities in the Greater Vancouver Area we are always looking for fantastic candidates to be Temporary Ambassadors for Expert Recruiters. Short and long term opportunities available, day of assignments and ongoing roles!
 
The roles we require on an ongoing basis include Administration, Reception, Executive Support, Accounting and entry level office work! The duties include but are not limited to the following:
  
   Reception:

• Answer incoming calls; transfer calls, answer questions, and provide assistance where possible

• Switchboard operation

• Greet and direct all visitors in a welcoming and professional manner

• Accept mail and arrange couriers

• Schedule coordination

• E-mail correspondence as required

• Maintenance of the contact database

• General clerical; photocopying, scanning, filing

• General housekeeping and upkeep of the reception area

 
Administration:

• Calendar management

• Meeting and travel arrangements

• Word processing and formatting

• Document and correspondence drafting and/or composure

• Minute taking and transcription

• Project support

• Data entry

• Meeting Coordination

• Booking travel arrangements

• Providing Administrative Support to a team or individual

 
Accounting:

• Accounting clerk

• Payroll clerk/administrator

• Junior/Intermediate Accountants

Ideally you will have some previous and related office experience, and be proficient in Microsoft Office.  You are reliable, easy to get a hold of, and flexible. 

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.

Admin Transactions Coordinator, ASAP start Top Real Commercial Estate Company in Vancouver! - FILLED

Our client, a high profile real estate company, is looking for a full-time Transactions Coordinator to join their team on a temp to perm role.  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.
 
As the Deals Coordinator, your role will involve managing all deals and listing files accordingly. 
 
Duties will include:
 

• 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 the trust accounts; processing deposits, issuing cheques

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

• Providing general administrative and service support to the sales professionals

• Reception relief

 
As the ideal candidate for this position you have a phenomenal attention to detail, a knack for numbers, and are a strong team player.  Previous office experience is a must, as is 2-5 years’ experience in a similar role, ideally within in real estate. Real estate conveyancing, legal, and/or finance experience is an asset, as is familiarity with financial terms and principles.
 
The successful individual will possess exceptional organizational, technical, and communication skills, and pride themselves on their ‘no room for error’ attitude. You enjoy working in a fast-paced and sales-oriented environment and have a proven track record of providing solid administrative support to others. In addition, you are outgoing and personable, and are looking to work in a professional and established firm.  If this describes you, apply now!

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.

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.

Administrative Assistant, great opportunity for new University Grad - FILLED

Administrative Assistant, great opportunity for new University Grad

Our client is looking for an intelligent, capable and mature Administrative Assistant to join their team. This is a fantastic opportunity to work with a close-knit team and gain invaluable experience that will allow you to grow and develop your already established administrative knowledge. If you are looking for an organization that really invests in its people and is making a difference in BC this may be the opportunity for you.

Working from their Vancouver office with knowledge of greater BC, the ideal candidate will be warm individual who is eager and willing to assist in the day to day running of this small office. The ability to manage all interactions with necessary discretion and sensitivity is a desired trait of the ideal candidate. 

Reporting to the Executive Manager and Specified Projects Manager, the Administrative Assistant is responsible for providing front line communication and information to stakeholders and providing clerical and administrative support. You are professional, easy going, have an exceptional attention to detail, the ability to juggle a number of balls at once and can learn quickly without instruction. 

Key Responsibilities & Duties:

• Answering and redirecting calls coming into switchboard, managing queries and escalating where necessary

• Monitoring and replying to all incoming emails

• Responsible for the day to day running of the office

• Scheduling meetings including, ordering catering, and maintaining the on-line schedule

• Maintaining all office and kitchen supplies and liaising with vendors as required

• Responsible for the office petty cash box and monthly reporting

• Maintaining company’s contact lists and filing systems

• Developing, designing and maintaining Office Training Manual

• Formatting presentation materials and creating and maintaining document templates

• Maintains, and tracks accounts. Determines eligibility of reimbursement according to established policies and guidelines.  Processes requisitions, invoices, journal vouchers and travel claims

• Organizing travel including, accommodation and registering for conferences and seminars

• Maintain the aesthetic of the office ensure all areas including the kitchen and meeting spaces are keep clean at all times

• Preparing agenda materials (photocopying, mailing, couriering, and emailing) relating to meetings and/or projects, for distribution to meeting participants and following up with Honoraria claim forms

• Conducting online research on various subjects at the request the Executive Manager

• Maintain and update information on the company website

• Attending offsite events, conferences, and seminars as required

• Providing support in the preparation and delivery of the courses, such as sending out course materials, and shipping of equipment

Skills & Qualifications:

• High school graduation supplemented by business and secretarial courses equivalent to up to one year of study with at least 2-5 years related experience

• Excellent communication, interpersonal, and organizational skills

• Knowledge of greater BC mandatory

• Superior attention to detail

• Ability to set-up and maintain electronic and paper files

• Proven ability to multitask, balance priorities, and meet deadlines

• Ability to work independently and as part of a team

• High level of computer literacy including intermediate level experience with Word, Outlook, PowerPoint, Excel, and Internet Explorer

• Basic knowledge of medical terminology an asset

• Ability and willingness to travel

Is this you?

Please apply online here: https://expertrecruiters.secure.force.com/ExpertRecruiters with your resume and cover letter to the attention of of Darcia Bower, Managing Director, quoting reference #2782-D, if you have already met a member of our team and are interested in this role please call or email us asap.

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.
 

Property Administrator (Commerical)

Property Administrator
Our client, an internationally renowned development company, is looking for an enthusiastic and driven Commercial Property Administrator to join their service-oriented team.
 
The Role:

The operations of our site property management office involve dealing with tenant’s matters such as assisting tenants, administering lease agreement in accordance with terms and conditions of the lease and collection of rent. It also includes carrying out repairs, preventive maintenance, improvement and upgrade and to ensure safe operations of the property. It also includes overseeing contractors and supervising on site janitors and security guards and to follow the calendar in organizing events and decoration of the property to promote the property and to increase traffic.   

Where is it based: 

Vancouver and Coquitlam Skytrain accessible

The ideal candidate:

Our ideal candidate is a reliable individual who takes initiative and is proactive on tasks assigned and beyond. The candidate must have strong interpersonal communication skills to work with various parties including tenants, contractors and team members. Can work independently; a resourceful problem solver and have ability to manage time, multi-task and in a fast-paced environment and must be a self-driven individual. This opportunity exposes the candidate to engage in a dynamic and broad range of duties and responsibilities inherent in commercial property management. There is good advancement opportunities for the right candidate. 

Must haves:

In additional to the above, the successful candidate will have the following skills, experience and personal attributes:

-          Post-secondary diploma in business administration, building science, project management or equivalent experience

-          Two years’ experience in commercial property management

-          Have excellent written and communication skills

-          With strong planning, time management, organizational, analytical and problem-solving skills

-          Ability to maintain a positive approach and a professional manner at all times

-          Proficiency in Microsoft Windows and Office programs

-          Able to work in a dynamic work environment

-          Willing to work in our Vancouver and Coquitlam offices

Is this you?

Please 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. 

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.

Minute Takers Needed for Monthly Meetings – August 17th - FILLED

Minute Takers Needed for Monthly Meetings – August 17th

Our client is a well-established company looking for note takers to assist with their monthly strata meetings.

Who you are!
A hard-worker with an eye for detail and strong note taking skills.

The Role 
During the meetings, you will be responsible for accurately recording the discussions being taken place.

Where is it based?
Langley, BC

Responsibilities

• Record all information covered

• Complete templates provided by the client

Must Haves

• Strong writing skills

• Strong keyboarding skills

• Great attention to detail

• Proficiency with PC and Mac would be ideal

• Previous experience taking detailed notes would be beneficial

Timeline for this role
Meetings are once a month, with the next meeting taking place on July 27thh from 7pm – 9pm.

Is this you?
Please send resume and cover letter combined to the attention of Darcia Bower Managing. If you have already met a member of our team and are interested in this role please call  604-689-3600 asap
 
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.

Temporary Customer Service Representative, ASAP Start, Equipment provided to work from home.

Temporary Customer Service Representative, ASAP start

Equipment provided to work from home

Our client, a healthcare organization based in Burnaby, is looking for positive and customer driven individuals to join the team as a Customer Service Representative, starting immediately. This is an exciting time to join their team and be part of their innovation, development and growth

The Role:

As the Customer Support Representative you will provide first-level support to all users of the organization’s service, by delivering a positive customer service experience. The Customer Support Representative will work closely with other cross functional departments by triaging incidents to ensure all user inquiries are handled promptly in a courteous and professional manner. 

This will be a 2-4 week temporary role, commencing immediately 

Who you are!

You are a warm but professional individual, who is extremely flexible, and detail orientated with superior communicational skills and strong problem-solving ability. You are a go-getter with a positive, ‘take-charge’ attitude.

Where is it based?

Burnaby, BC for 3 days training (transit accessible and parking available on site) then work from home

Responsibilities:

• Provide excellent customer service and assist with first-level support requests for technical assistance via phone and email

• Document customer interaction via ticketing system to triage incident and escalate to second-level support where required

• Answer general inquiries regarding services

• Provide assistance with locating missing laboratory reports for both patients and providers

• Troubleshoot processes including registration and system difficulties

• Manage, monitor and update ticketing system to document solutions

• Work with cross functional teams to ensure all second-level support incidents are resolved in timely manner

• Liaise with laboratory and supported Health authorities with updating registrant/patient demographic information

• Respond to online user feedback and comments

• Review and suggest updates to department processes and procedures to promote and enhance the customer experience

• Identify ongoing customer difficulties, call/email correspondence trends and escalate to Team Leader where necessary

• Provide after-hours, on-call technical assistance to clients on a rotating basis
  Liaise with laboratory and supported Health authorities with updating registrant/patient demographic information 

Must haves:

• Superior customer service skills, both verbal and written, to promote first call resolution and demonstrate patience and professionalism when dealing with challenging situations

• Familiarity of various operating systems, computer applications, browsers is required

• Proficient working knowledge of MS Word, Excel, and Outlook

• Ability to quickly grasp concepts and processes

• Strong problem solving skills with the ability of multitasking and prioritizing work

• Highly motivated and self-directed with the ability to work well under pressure

• Enthusiastic, adaptable and positive team player with the ability to work effectively on own

• Previous experience in a health care environment is preferred

• Ability to provide written and verbal support in French or Punjabi is an asset 

Is this you?

Please send resume to jobs[@]expertrecruiters[.]com Darcia Bower, Managing Director, quoting If you have already met a member of our team and are interested in this opportunity please call or email us asap. 

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.