Client Services Assistant,

Blackburn Davis Financial is a boutique Financial Planning Firm focused on delivering exceptional client service. We're seeking a motivated person with a positive attitude to fill an Administrative Assistant (insurance and investment) role on our team. Our office environment is one that suits a dynamic, self-motivated individual who wants their contributions to be recognized and who enjoys working independently but as a valued member of a close-knit team.

Responsibilities:

• Ensure our office runs smoothly and clients' account servicing needs are met. This might involve preparing files for meetings and/or processing client transaction requests post-meetings
• Ensure the integrity of our accounts and quickly identify and resolve any outstanding issues or concerns
• Ensure that critical deadlines are met and that tasks are completed effectively
• Communicating with our clients in a positive, helpful, and proactive way
• Communicating with v...