Financial Administrative Assistant

Join a Growing Financial Planning Team in the Lower Mainland

Salary: $60,000 + Bonuses

Are you organized, detail-oriented, and passionate about helping people? Do you enjoy working in a professional environment where your work makes a meaningful difference in clients' lives?

We are a fast-growing and highly client-focused financial planning team seeking a full-time Financial Administrative Assistant to join our practice. This is an excellent opportunity for someone looking to build a long-term career in financial services while working alongside an experienced team of professionals.

Our firm helps individuals and families make important decisions surrounding investments, retirement, tax planning, estate planning, insurance, and wealth preservation. As a valued member of our team, you will play a key role in delivering an exceptional client experience and supporting the day-to-day operations of the practice.

Hours: Monday to Friday, 8:30 a.m. to 5:00 p.m.

Why Join Our Team?

- Competitive based salary of $60,000 + bonuses
- Comprehensive benefits package fully paid by the company
- 15 vacation days to start (prorated in first year)
- Additional vacation days with long-term service
- 4 bonus summer vacation days annually
- Ongoing training and professional development opportunities
- Career growth and advancement potential within a growing practice
- Professional, supportive, and collaborative team environment
- Access to complimentary financial planning advice
- Opportunity to work directly with clients and make a positive impact on their financial well-being

What You'll Be Doing

As the first point of contact for many of our clients, you'll help create a professional and welcoming experience while supporting the administrative functions of the practice.

Responsibilities include:

- Communicating with clients by phone, email,



and mail
- Preparing documentation and meeting materials (must love paperwork and forms)
- Assisting with new client onboarding and setup
- Processing investment applications and related paperwork
- Executing and following up on investment transactions
- Maintaining client records and databases
- Data entry, scanning, filing, and document management
- Coordinating administrative projects and special assignments
- Supporting advisors and team members with day-to-day operations

What We're Looking For

The ideal candidate is dependable, highly organized, and committed to providing outstanding client service.

Qualifications:

- Exceptional verbal and written communication skills
- Strong attention to detail and ability to manage multiple priorities
- Excellent organizational and problem-solving abilities
- Positive, qualified, and client-focused attitude
- Strong work ethic with the ability to work independently and as part of a team
- High degree of professionalism and discretion
- Strong proficiency with Microsoft Office (Word, Excel, PowerPoint, and Outlook)
- Experience working with databases or CRM systems
- 2 years of administrative experience preferred in a professional office environment
- Post-secondary education considered an asset
- Strong mathematical aptitude and analytical skills considered an asset
- Knowledge of the mutual fund industry, financial planning, or investment administration would be an asset

Build Your Career With Us

If you're looking for more than just an administrative role and want the opportunity to build a rewarding career in a growing financial planning practice, we'd love to hear from you.

Please submit your resume and cover letter (Microsoft Word format) to the attention of David.

- We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Work Location: In person

📌 Administrative Assistant (Vancouver)
🏢 Assante Financial Management
📍 Vancouver