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.
