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




Robust 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 skilled 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
In office 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