Job Description

This is an exciting opportunity to work with an innovative, growing financial-services organization that has an important social mission.

We Are:

• A financial-services innovator with a social mission
• Flexible, challenging, encouraging, respectful and fun
• Committed to equity, diversity, inclusiveness, transparency, and accountability

Your Skills:

• Advanced proficiency with the Microsoft 365 suite of applications
• Advanced written/oral communication skills; creative writing skills; client-service skills
• Curious, creative, results-driven self-starter with the desire and ability to learn in an unstructured, multidisciplinary environment
• Strong interpersonal and problem-solving skills; attention to detail
• Desire to build and advance in a rapidly-growing business
• Professional or graduate degree; knowledge of/experience with financial services
• Intermediate proficiency with accounting software (e.g. QuickBooks)
• Familiarity with site-editing tools, e.g. WordPress

A Day in the Life:

As Coordinator, Administration and Client Services with Blue Pier, your responsibilities will include:

• Respond to client enquiries and schedule/participate in client meetings 
• Prepare and maintain marketing materials, client proposals, and decks
• Prepare/update forms and other client onboarding documentation
• Manage client onboarding process with service providers and clients
• Maintain CRM systems, social media platforms, website, and email/direct mail campaigns
• Assist in the preparation and completion of regulatory filings
• Maintain physical and digital corporate records; prepare draft documents – e.g. resolutions, agreements, minutes for board meetings
• Take, prepare, circulate and finalize meeting minutes
• Source/qualify/engage suppliers – e.g. IT/office equipment; marketing materials; print and online advertising; event planning
• Manage accounts payable/receivable; issue invoices; review/pay supplier invoices 

Type: Full-time, 12-18-month contract position.

Terms: One-year minimum contract with potential for permanent full-time. Three-month probationary period.

Location: Toronto financial district, on the PATH. Hybrid onsite/remote work environment.

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