About us

Canadian Wiseinvest Inc is a financial servicing firm located in Vancouver, BC V6E 4E6. We are nimble and creative.

We are looking for a reliable Office Assistant & social media associate. They will undertake administrative tasks, including:

- Being in touch with Clients in all stages of process.
- Follow up with Carriers and clients.
- Submitting deals, fulfilling deficiency in forms and deals.
- Coordinate office activities and operations to secure efficiency and compliance to company policies
- Manage agendas/travel arrangements/appointments etc. for the upper management
- Manage phone calls and correspondence (e-mail, letters, packages etc.)
- Create and update records and databases with clients, financial and other data




- Submit timely reports and prepare presentations/proposals as assigned
- Contacting prospects and scheduling meeting
- Follow up with prospects

Qualifications:

- Superb written and verbal communication skills in both English & Persian.
- Proven experience as an office administrator, office assistant or relevant role
- Outstanding communication and interpersonal abilities
- Excellent knowledge of MS Office

Job Type: Full time

Pay: From $25.00 per hour

Benefits:

- Company events
- Extended health care

Experience:

- administrative assistant: 3 years (required)

Work Location: In person

📌 Office Assistant in a Wealth Management firm (Canada)
🏢 Canadian Wiseinvest
📍 Canada