15 Sep
|
Ocean 6 Wealth Advisory
|
Vancouver
15 Sep
Ocean 6 Wealth Advisory
Vancouver
Ocean 6 is a place where bold current ideas change the world of finance.
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. 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.
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 Own vendor relationships, supplies, and general office upkeep Help plan and execute events and celebrations (anniversaries, birthdays, retreats) 3+ years supporting senior executives or multiple principals directly ~ CRM experience required; We're looking for someone who wants to build something long-term, not a stepping stone Dental care & Extended health care ~ On-site gym ~ On-site parking #
📌 Executive Administrative Assistant Needed Immediately (Vancouver)
🏢 Ocean 6 Wealth Advisory
📍 Vancouver