
Contract
Kelowna
Posted 2 months ago
Our client has a very unique business assisting and offering entrepreneurs in BC with the financial solutions to bring their business and ideas to a reality.
THE POSITION
Our team at Platinum is seeking an enthusiastic and qualified team player to join our clients dynamic and growing team as the Administrator/Loan Clerk. They are currently looking to bring the successful candidate on for a 3 month contract, with the opportunity to transition to full-time. Reporting to the CEO, the following are some of the responsibilities of this position:
- Perform reception and administrative duties, acting as the first point of contact
- Prepare and redirect communications as required
- Review all loan files for completeness
- Enter client and loan data into loan system software
- Register, track and update securities and insurance
- Organize Board meetings including logistics, Board member travel, and accommodations
- Drafting meeting minutes
- Process employee and Board member expenses and other forms
- Assist the Chief Executive Officer with day-to-day activities
QUALIFICATIONS & EXPERIENCE
- High school diploma or general education degree (GED)
- Experience working in a financial institution would be an asset
- Excellent presentation and communication skills to establish and maintain a credible presence with internal and external stakeholders
- Demonstrated experience providing administrative services
- Experience with scheduling, maintaining electronic calendars and arranging meetings
- Experience with administrative processes including filing and bring forward systems
- Numerical/ financial skills to process purchase orders, invoices and expense claims
- Ability to work as part of a team and independently with minimal supervision
- Dependability, strong work ethics
- Willingness to learn and ability to take direction
Job Features
Job Category | Administration |