Title: Administrative Assistant IIDuration: 18 MonthsLocation: Kelowna, British Columbia, CanadaSchedule: Onsite (5 days/week)Conversion: Possible (based on solid performance)Pay Rate: $20.06 / Hourly Description:Provide administrative and operational support within a client-focused wealth management environment. Support branch operations and management team in a fast-paced, dynamic settings. Deliver high-quality service and professionalism in all client and internal interactions .Work closely with the Manager of Client Service and branch team Roles and Responsibilities:Provide high-level administrative support to the branch.Support Manager Client Service (MCS) with day-to-day operations and administrationAssist with communication and implementation of operational, administrative, and compliance activities.Develop and maintain knowledge of branch processesCoordinate system access, equipment needs, and IT supportAssist with training support for branch staff where requiredHandle premises-related matters (building issues, displays,
seasonal setups)Maintain and improve branch filing systemsEnsure compliance with audit procedures and communicate updates to staffSupport branch initiatives and suggest improvements aligned with organizational goalsIdentify opportunities to reduce expenditures and improve efficiencyMaintain and update Business Continuity Management (BCM) plansSupport client-related requests and overall client experiencePerform additional administrative duties as assignedMust-Have Requirements:Ability to work independently and as part of a teamStrong communication skillsExcellent customer service and problem resolution skillsDetail-oriented and highly organizedAbility to work in a fast-paced, dynamic environmentProficiency in MS Office Suite (Excel, Word, PowerPoint, Outlook)Tech-savvy with ability to learn new systemsAdaptable, professional, flexible, and quick learner, Comfortable working in ambiguity and fast-paced environments.Nice-To-Have:1–2 years of administrative experienceUndergraduate degree or community college diploma in Business (preferred)Industry-related courses (completed or in progress)Experience working with high-net-worth clients (preferred)Additional Role Expectations: Comfortable with:Greeting guestsSetting up boardroomsWorking with Excel spreadsheetsSubmitting invoicesReading and following compliance manualsDemonstrates initiative, resourcefulness, and problem-solving ability.