Advisor Support Coordinator Jobs

Manages deliverables, scope, testing and change management

Ability to take on varying responsibilities, manages conflicting priorities, and delivers results

Here are the key responsibilities/accountabilities of this role:

Create process maps, standard operating procedures and supporting documentation, such as process documentation/workflows, knowledge articles and self-service guides

Work with subject matter experts to create/modify content in Trailhead and Knowledge

Experience developing and implementing Training procedures and materials

Required Knowledge, Skills & Abilities

Monitor and manage an email box for incoming client requests, responding in a timely and professional manner;

Help manage software license requests and troubleshoot licensing issues;

Experience in a customer support role, preferably within the software or SaaS industry;

Prompt and effective email and virtual communication skills;

Knowledge of geological software products and their application;

Office operations; efficient management of daily workflow

Demonstrates knowledge of product and software enhancements for all lines of business

Establish and maintain compliance best practices according to industry regulatory requirements

Processing all advisor business from start to finish ensuring accuracy and follow up

Effectively organizes, plans, and executes assigned workload to maintain service level agreements

Demonstrates high attention to detail and accuracy in the production of high quality and compliant work

Provide administrative services and support to clients, co-workers, head office business partners, and the management team within the Financial Centre

Offer general support and coverage to peers as required

Post-Secondary education; business related field preferred

Effective communication skills, both written and verbal, responding promptly to requests; effective telephone techniques; tact, courtesy and patience

Strong problem solving skills and can do attitude

Provide a high level of defined administrative services and support within the financial centre