14 Sep
|
Ocean 6 Wealth Advisory
|
British Columbia
14 Sep
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 recent 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
Provide direct, day-to-day support to all three of the firm's partners
Own and manage calendars for all three partners, proactively resolving conflicts before they become problems
Coordinate with our bookkeepers and prepare monthly financial filings for partner review
Compile, reconcile, and track monthly business expenses and receipts with full accuracy
Support hiring logistics
Screen and manage incoming calls, greet visitors, and handle general front-of-house needs
Maintain and organize confidential client records in our CRM,
ensuring data integrity and compliance with our standards
Anticipate needs before they're voiced, based on deep familiarity with each partner's habits, priorities, and working style
Act as a filter and gatekeeper; using judgment to prioritize what reaches each partner and what can be handled independently
Set the standard for white-glove service across every client, partner, team member, and visitor interaction
Own vendor relationships, supplies, and general office upkeep
Help plan and execute events and celebrations (anniversaries, birthdays, retreats)
Other responsibilities as required by Ocean 6
QUALIFICATIONS
3+ years supporting senior executives or multiple principals directly
Comfortable working with financial documents and coordinating with bookkeepers/accountants
Proven track record exercising independent judgment and discretion with highly confidential information
Demonstrated ability to manage competing demands from multiple stakeholders and prioritize without direction
CRM experience required; comfortable learning and owning new systems
Exceptional written and verbal communication, including comfort representing partners in client-facing situations
We're looking for someone who wants to build something long-term, not a stepping stone
COMPENSATION & BENEFITS
$68,000 - $80,000 (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