About Us

JP Financial is a reputable and growing personal loan company based in Kelowna, BC. For over 20 years, we have provided financial solutions to customers across Canada while maintaining a strong focus on customer service, integrity, and professionalism.

Job Overview

We are seeking a reliable, detail-oriented, and motivated Entry-Level Office Assistant to join our team. This role is ideal for someone looking to start or grow a career in financial services, with on-the-job training and opportunities to develop new skills.

Key Responsibilities

As part of our team, you'll play an important role throughout the lending process by:

- Reviewing loan applications for completeness and accuracy
- Analyzing client banking and supporting financial documents
- Reviewing data entry for accuracy before funding
- Contacting clients by phone, email and text regarding pre-approved loan applications
- Following up for outstanding documents and information
- Answering client questions throughout the approval process
- Assisting with delinquent accounts through professional collection calls and emails
- Documenting customer interactions and payment arrangements using internal software
- Working closely with management to improve processes and the client experience

What We’re Looking For





- Strong communication skills for negotiation and client interaction (both written and verbal)

- Comfortable using Microsoft Office
- Ability to handle sensitive financial information professionally
- Excellent analytical skills with attention to detail
- Ability to work independently as well as part of a team in a fast-paced environment
- A proactive attitude with eagerness to learn about the lending industry and develop professional skills
- Working closely with management to improve processes and the client experience

Why Join JP Financial

- Stable, well-established company with long-term growth
- Hands-on training and support
- Opportunity to gain experience in financial services
- Professional, team-oriented work setting
- Full benefits package after eligibility period

Job Type: Full-time Pay: $40,000.00-$50,000.00 per year

Benefits

- Dental care
- Extended health care
- On-site parking
- Vision care

Application question(s):
- Are you located within a 20 minute drive from Kelowna?

Education:
- Secondary School (required)

Experience:
- Customer Service: 1 year (required)
- Administrative: 1 year (preferred)
- Accounts receivable: 1 year (preferred)

Work Location: In person

📌 Entry-Level Office Assistant (Kelowna)
🏢 J.P. Financial
📍 Kelowna