28 Aug
|
Ocean 6 Wealth Advisory
|
British Columbia
28 Aug
Ocean 6 Wealth Advisory
British Columbia
Ocean 6 is a place where bold new ideas change the world of finance. We empower successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth®.
Our firm is guided by our brand foundation:
Our Why: The value we provide makes a profound difference in people's lives, and helps our clients reach their goals.
Vision: Our bold new ideas will change the world of finance.
Who We Serve: Successful Incorporated Professionals & Business Owners.
To join our close-knit, entrepreneurial team, attitude is everything. Tasks can be taught, but being positive, driven, and eager to dive into new experiences cannot.
THE ROLE
This role supports all three Ocean 6 partners. You'll manage calendars, travel, and expenses across three distinct working styles, and help run day-to-day office operations.
This is a high-trust, high-access role: you'll be inside confidential client files, personal schedules, and executive decision-making on a daily basis.
RESPONSIBILITIES
Professional Support
Manage calendars across all three partners
Handle travel arrangements (flights, hotels, itineraries)
Compile and reconcile monthly business expenses and receipts
Maintain and organize confidential client records in our CRM
Anticipate qualified needs based on each partner's habits and preferences
Office
Deliver white-glove service to clients, partners, team members, and visitors
Receive and screen calls, greet visitors, prepare meeting rooms, handle shipping
Order supplies and manage vendor relationships
Plan and execute team events and celebrations (anniversaries, birthdays, retreats)
Other responsibilities as required by Ocean 6
QUALIFICATIONS
2+ years supporting an executive or senior leader directly (EA/PA experience required, not general office admin)
Demonstrated discretion handling confidential or sensitive information
Exceptional organizational skills and attention to detail
Comfortable managing competing priorities from multiple stakeholders without explicit direction
COMPENSATION & BENEFITS
$60,000 - $75,000 (potential to participate in profit-sharing program in future)
Dental care & Extended health care
On-site gym
On-site parking
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📌 Executive Assistant (British Columbia)
🏢 Ocean 6 Wealth Advisory
📍 British Columbia