Company Description E.

Espiritu Financial

Inc. is an Associate General Agent that delivers financial services through a diverse range of insurance and investment products. The company is affiliated with IDC WorldSource, one of the top four Managing General Agents, giving team members access to strong industry partnerships and resources. E.

Espiritu Financial

Inc. focuses on developing brokers and leaders using John Maxwell’s Code of Conduct as a foundation for growth, ethics, and excellence. The president, a certified John Maxwell Team member, leads the organization through ongoing coaching and mentorship programs. Team members can expect a supportive environment that values professional development and integrity in financial services.

Role Description The Administrative Assistant is a part-time, on-site role based in Surrey, BC. This role is responsible for providing day-to-day administrative support, including managing phone calls, greeting visitors, and handling correspondence.

The Administrative

Assistant will organize and maintain files, prepare documents, support scheduling and calendar management, and assist with data entry and basic record-keeping.



The role may also include supporting executive-level tasks, coordinating meetings, and helping with general office operations to ensure an efficient and skilled workplace.

Qualifications

- Strong administrative assistance and clerical skills to manage documentation, filing, scheduling, and general office support.
- Professional phone etiquette and communication skills to handle calls, emails, and in-person interactions with clients and partners.
- Experience with executive administrative assistance, including calendar management, meeting coordination, and confidential information handling.
- Proficiency with common office software (e.g., Microsoft Office or Google Workspace) and basic data entry skills.
- Ability to organize tasks, prioritize workload, and maintain attention to detail in a fast-paced office environment.
- Demonstrated reliability, integrity, and a customer-focused mindset; prior experience in financial services or insurance is an asset.
- High school diploma or equivalent required; post-secondary education in business administration or a related field is an advantage.

📌 Administrative Assistant (Surrey)
🏢 E. Espiritu Financial
📍 Surrey