Risk & Tax Associate
Location: Langley, BC
Employment Type: Full-Time, In Office
Company: Clauzel Bittle Financial Services
Launch Your Career in Financial Services:
Clauzel Bittle Financial Services is a growing financial advisory practice dedicated to helping individuals, families, and business owners make confident financial decisions. We are seeking a highly organized, detail-oriented, and ambitious professional to join our team as a Risk, Tax & Client Experience Associate.
This role is ideal for an early-career professional looking to build a long-term career in financial services, business, wealth management, insurance, or financial planning. You will work directly alongside senior advisors, gain exposure to multiple areas of the business, and receive support in obtaining industry licenses and certifications.
What You'll Do:
As a key member of our team, you will support both client service and business operations by:
Client Experience & Relationship Support
- Serve as a Client Experience Ambassador, ensuring every client interaction reflects our commitment to exceptional service.
- Schedule and coordinate client meetings.
- Facilitate client access to CRA online services and portals.
- Prepare client documentation and meeting materials.
- Support advisors before, during, and after client meetings.
Risk, Tax & Insurance Administration
- Prepare and organize tax packages and supporting documentation.
- Assist with insurance applications and underwriting processes.
- Maintain accurate client records and files.
- Support compliance requirements and documentation management.
Operations & Process Improvement
- Manage filing and document organization for both clients and the business.
- Order and maintain office supplies.
- Identify opportunities to streamline workflows and improve efficiency.
- Support the integration of AI and technology tools into business processes.
Marketing & Business Support
- Assist with client communications, public relations initiatives, and marketing activities.
- Support special projects and team initiatives as required.
Required Qualifications:
- Bachelor's degree in Business, Finance, Commerce, Economics, Accounting, or a related field.
- Exceptional attention to detail and organizational skills.
- Strong written and verbal communication abilities.
- Professional, polished, and client-focused demeanor.
- Ability to manage multiple priorities while maintaining accuracy.
- Strong technology skills and willingness to learn new systems.
- 2 years of related industry experience.
Preferred Qualities:
- Interest in financial planning, wealth management, insurance, tax, or financial services.
- Self-motivated with a desire to build a long-term professional career.
- Analytical thinker with strong problem-solving abilities.
- Curiosity about emerging technologies, including AI and process automation.
- Ability to manage multiple deadlines while maintaining confidentiality and ethical standards.
Professional Development & Career Growth:
We are committed to investing in the right candidate's future.
Successful candidates will be expected to pursue and complete industry licensing and professional certifications during their first and second years of employment. Ongoing continuing education (CE) requirements and professional development will remain an important part of the role throughout their career with our firm.
This position offers a unique opportunity to gain hands-on experience across multiple disciplines within financial services while working closely with experienced advisors and industry professionals.
Why Join Clauzel Bittle Financial Services?
- Direct mentorship from senior financial advisors.
- Exposure to financial planning, tax, insurance, compliance, and business operations.
- Professional licensing and career development opportunities.
- Collaborative and supportive team environment.
- Opportunity to contribute to the growth and modernization of a successful advisory practice.
Compensation:
This is a full-time salaried position with an annual salary of $50,000.
Additionally, we are committed to investing in the successful candidate's professional development through ongoing training, mentorship, and support for industry licensing and certifications.
How to Apply:
If you are a motivated professional looking to begin a rewarding career in financial services, we would love to hear from you.
- Please submit your resume and a brief cover letter outlining your interest in the position and your long-term career goals.
Pay: $50,000.00 per year
Benefits:
Work Location: In person
