Administrative Assistant Location: In-Office position, 240 E 2nd Avenue, Vancouver
Job type: Full-Time WHO WE ARE
Ocean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth®. To join our close-knit, entrepreneurial team, attitude is everything. Tasks and duties of the role can be taught but being a positive and driven individual that is eager to dive into new experiences is something that cannot be trained. Our firm is guided by our brand foundation:
Our Why: The value we provide makes a profound difference in people’s lives, and help our clients reach their goals
Vision: Our bold new ideas will change the world of finance.
Who We Serve: Successful Incorporated Professionals & Business Owners ROLE DESCRIPTION The Administrative Assistant will be responsible for the following:
Manage all new business and in-force insurance servicing
Support Ocean 6 advisors with administrative support and other relevant or related responsibilities as required by Ocean 6
Prepare and send meeting reminders, follow-up emails, and client communication
Prepare, organize, and process documents securely related to insurance applications and investment accounts
Independently write/process insurance applications once licensed and fully onboarded
Track pending applications and follow up on outstanding requirements or underwriting requests
Liaise with insurance carriers and investment fund companies to obtain client information or status updates
Maintain and update client records in CRM systems, ensuring accuracy, privacy compliance (e.g., PIPEDA), and proper archiving to support audits and regulatory reviews QUALIFICATIONS
3+ years of administrative experience or related work experience (financial services experience is a bonus)
Experience working in a high-end client service environment
Previous experience handling confidential client information and regulatory documentation
Solid attention to detail and organizational skills with excellent verbal and written communication
Professionalism and discretion when handling confidential client information
Team-oriented mindset with the ability to work independently
LLQP (Life License Qualification Program) not required at hire, but willingness to obtain it within 3 months of start date is COMPENSATION & BENEFITS
$50,000 - $68,000
Dental care & Extended health care
On-site gym
On-site parking If this job is a fit for you: email your application to
[email protected] with the subject line A New World of Wealth: Administrative Assistant. In the body, tell us in three sentences why you think you are a great fit for this role. Following these instructions is the first thing we're looking for.
📌 Administrative Assistant (Vancouver)
🏢 Ocean 6 Wealth Advisory
📍 Vancouver