We’re Hiring!

Bergh Tatomir & Associates is a boutique financial planning firm dedicated to establishing long-term partnerships with our, clients rooted in strong personal relationships. Our hands-on Associates develop plans that respect our clients’ unique financial position, and help them successfully navigate towards their retirement milestones.

We are currently looking for a candidate to assist us administratively with filing and front desk reception duties.

ELEMENTS OF THE ROLE:

  1. Answering phone calls and directing them to appropriate parties, taking messages
  2. Book and confirm client appointments
  3. Greeting visitors and clients
  4. Office filing duties such as organizing documents, creating file folders, filing documents, as well as uploading documents to shared drive
  5. Providing support by prepopulating client review paperwork and data entry

CAPABILITIES:

  • Extremely detail oriented, with a high level of accuracy
  • Excellent professional phone and email etiquette
  • Ability to work well with other staff and clients
  • Commitment and respect to maintain confidentiality of client information
  • Desire and ability to take initiative and work with little supervision
  • Proficient in the use of common office software including Word, Excel, and Outlook

EXPERIENCE/EDUCATION:

  • Post-secondary education is essential
  • 1-2 years of administrative experience is essential
  • Experience in the insurance and financial industry is an asset

Please e-mail your cover letter and resume to admin@berghtatomir.com

 

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