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Part Time Data Entry/Office Administrator

LifePlan Financial Group – Victoria, BC

This is a part-time position (Monday – Friday 9:00 am – 2:00 pm)

LifePlan Financial Group Victoria is looking for a part time Data Entry and Office Administrator. Our office is located between Mayfair Mall and Uptown. The ideal candidate would be someone hard working, adaptable, a self-starter, multi-tasking individual, who is eager to help and collaborate with various team members. This position would be responsible for the majority of inputting data into our system databases from paper documents. Our ideal candidate must have high attention to detail and a team player in a busy environment. Investment and Life Insurance experiences are an asset but not a must.

Job Summary:

Reporting to Risk Manager and Investment Manager, the Data Entry/Office Administrator is responsible for providing administrative support to the business unit that includes, data-entry, general clerical tasks and filing.

Role and Responsibilities:

  • Assist with processing/data entry / scanning as requested;

  • Financial/Insurance documents and other filing, as requested;

  • Copying and general assistance as required;

  • Coordinating courier pick-up and delivery services

  • Assist in the ordering, receiving, stocking and distribution of office supplies;

  • Type correspondence and reports; edit and update various spreadsheets;

  • Perform other related duties as required.

Relationships:

  • The role reports to Risk/Insurance Manager & Investment Manager;

  • Direction or requests may come from any member of the management team;

  • There are no positions reporting to this position.

Accountability:

  • Maintain a high level of accuracy and attention to detail;

Qualifications and Skills:

  • Experience with data entry; 

  • Experience in dealing with confidential information with discretion;

  • Knowledge in Microsoft Word, Excel and Outlook, Adobe Acrobat, Windows 7 & 10;

  • Ability to work independently and in a team environment to achieve common goals;

  • Ability to manage and coordinate multiple projects in a highly professional environment;

  • Ability to establish and maintain effective working relationships with those contacted in the course of work; and

  • Independent judgment is required to prioritize, plan, organize a diverse workload.

How to Apply:.

Kindly email your cover letter and resume to:

Director of Business Development Attention: Yuee Thabphuta Email: yuee@lifeplangroup.ca.

Please note the job you are applying for when you inquire. Applications that do not include resume or cover letter may not be considered.

We thank all applicants, however, only those selected for an interview will be contacted. Serious applicants only please.

Thank You!! LifePlan 24th Annual Wayne Joyce Memorial Associate Appreciation Event.

The event was a great success! The forecast was for a 70% chance of rain, but we ended up with nothing but sunshine! We couldn't have asked for a better day to play golf and have some fun all the while raising money for a very worthy cause. 

This is the first year we've ever had a Hole-in-One Prize! (Thank you Campus Auto Group) they provided a 2018 Q50 with a twin turbo V6 and All Wheel Drive.

Most importantly we were able to raise... $1,980 for Lions, this is a charitable causes that we can continue to honor Wayne's legacy and support this worthy cause.

Congratulation to the winning team: Sean carey, Caelum Carey, Grant Simpson & Bryan Bulinckx the next group to have their names inscribed on the Wayne Joyce Memorial Trophy.

As well as the winners of the other tournament:

  • Longest Drive: Ben Shong & Chelsey McEwan
  • Closest to the Pin: Sean Carey & Thea Jenkins
  • Putting Contest: Keegan Fitzpatrick & Chelsey McEwan

 

LFSG - The 24th Annual Wayne Joyce Memorial Associate Appreciation Event. 

It’s that time of year again! 

This is a great opportunity to get outside of the office and have some fun together, socializing with colleagues and our partner company reps. While supporting a very worthy cause!

This year we’re adding an extra dose of fun by having a theme… “The Origins of Golf”! Get dressed up in your finest, tacky Scottish golf attire to be eligible for even more prizes! Have fun with it, no one will judge you …. except to decide who will win the prizes!

We’re also working to get a very special prize for anyone capable of making a hole-in-one. But you’ll have to be there to discover what it is!

Registration deadline is June 22nd, 2018.

Please contact our office for more information and registration form.

Looking forward to seeing all of you there!

NOTE: All levels of golfers are welcome!

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Pure Dead Brilliant!

HELLO I'm a....MILLENNIAL

Millennials (also known as Generation Y) following Generation X. Millennials are sometimes referred to as "echo boomers".  They're living their prime years in a low-growth economy where job security and pensions are no longer givens. It's important for the millennials need financial advice. 

Here are some of the articles from Advisor.ca  "Money tips for millennials" 

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Lifeplan Financial is a locally owned Managing General Agency (MGA) in Victoria and we work hard to give advisors the tools they need to succeed across all of British Columbia.  We give our advisors the independence they need with the support they deserve. “Because Your Success… is Our Success.”