Administration Associate Jobs

Administration Associate for Smart Investments & Insurance Services Ltd

Location: North Vancouver BC

Type: Part-Time (ideally ‘Hybrid’, in-office/remote)

Compensation: $30/hour (see below for further details)

About Us

Smart Investments' core tenet is being an anti-oppressive and anti-racist space. We commit to providing equitable opportunities for employees and are a certified Living Wage Employer. We pay thriving wages and nurture our team through a lens of justice, equity, diversity, and inclusion. We learn from oppressed, marginalized and/or racialized folks—including Black and Indigenous people, people of colour, people who are disabled, queer, trans, non-binary, people whose bodies are shamed—so we can continue to better serve these communities.

We are located on Lonsdale Ave at 8^th St W in North Vancouver. Our team is currently 2 folks (Kelsey and Roanne) + 2 "office dogs" (Arrow and Gabi). Please note, per the terms of the office lease agreement, we must limit “Office Pets” to Arrow and Gabi only on-site. Smart Investments shares an office with another 3-person financial advisory team.

Seeking a part-time Administration Associate, ideally 20-26 hours per week. This role will ideally be hybrid, i.e., a combination of in-office and work-from-home (initial training to occur primarily in-office). However, we can discuss fully in-office, if this is preferable. Roanne, the Operations Team Lead, will be the Administration Associate’s direct support. On-the-job (primarily in-office) training will be provided in investment and insurance administration for this role.

The Administration Associate role includes:

• Processing documents via Docusign
• Internal communications on Microsoft Teams
• Diarized follow-ups on transactions and financial processing
• Email and phone correspondence (internal and client-facing)
• Processing transactions and updates for clients
• Identifying inefficiencies and proposing solutions; collaborate on increasing efficiency of our team’s operations
• Participation in periodic JEDI programming
• Data entry, including Microsoft Excel spreadsheets
• Various reception duties: answering the phone, greeting clients, mailing or couriering documents, occasional bank deposits, sending/receiving faxes, assist with maintaining office supply inventory
• Keeping notes and workflows in our Client Relationship Management (‘CRM’) tool, Nimble
• Preparing investment and insurance paperwork
• Weekly or bi-weekly team meetings
• Generating reports and pre-populated documents

Depending on the successful applicant’s interests and experience, the Administration Associate might participate in:

• Social media content creation and editing (e.g., Canva)
• JEDI resource collaboration
• Image descriptions for social media content
• Saying hi, and dispensing treats, to Arrow and Gabi

What’s in it for you:

• $1,000 Veterinary expense benefit
• $1,000 Mental health expense benefit
• $2,000 Health spending account
• In recognition of the time and labour applicants spend preparing for and attending an interview, we pay a fixed rate of $50 to an applicant completing an interview.
• Access to our in-house “sharing library”
• $30/hr
• We are happy to provide a list of interview questions in advance, in order to help you prepare.

How to apply: Please email your application to [email protected]. We welcome applications in the traditional format of a cover letter and resume; or a creative format, if you prefer (e.g., a video, slideshow, or other creative method).

Justice, Equity, Diversity, and Inclusion (JEDI)

We value each piece of this important acronym, to create an inclusive space where everyone can thrive.

Diversity in the workplace, without a lens of justice and equity, can mean that marginalized folks are part of a team, perhaps on a tokenized basis, or without a voice in decision-making. Instead of tokenized diversity, we aim for an equitably inclusive space where all team members are invited to the table for less hierarchical decision-making.

IF YOU ARE:

·Indigenous

·Black

·Racialized, or a Person of Colour

·2SLGBTQIA+ (Two-Spirit; Lesbian; Gay; Bisexual; Trans; Queer; Intersex; Asexual + the many other identities which exist under the queer umbrella)

·Non-binary

·Managing gender or name changes

·Neurodivergent

·Low income

·Living with disabilities (visible or invisible)

·Speaking English as a second, third, or additional language

·Dealing with marginalization of any kind…

… you are wholly welcome here. We aim to make our services—and employment opportunities—available with low or no barriers. You deserve employment security, regardless of your background and lived experiences.

COVID Safety

Smart Investments follows a science-based approach to the ongoing COVID-19 pandemic. The COVID-19 pandemic has caused disproportionately significant harm to marginalized individuals and communities. Using an intersectional and anti-oppressive lens, we acknowledge that provincial guidelines are a starting point, but far from the equitable framework we want to apply. While we follow these guidelines as a bare minimum, we also take further steps to minimize harm. We provide team members with various layers of protection when working in-office, including disposable respirators and access to HEPA air purifiers.Based on feedback from team members; in recognition that learning and unlearning is an ongoing process; and in recognition that public health situations and individual needs are constantly evolving, Smart Investments will revisit this policy as needed.