Job Summary A Vancouver-based organization in the financial services industry is hiring an Administrative Assistant to support a busy, client-focused office in Downtown Vancouver.

This full-time, permanent Administrative Assistant role is ideal for a polished, detail-oriented professional who enjoys providing high-quality administrative support, coordinating client service activities, and keeping office operations running smoothly.

This opportunity offers stability, variety, and the chance to work in a professional financial services environment where accuracy, confidentiality, and client experience are highly valued.

The successful candidate will work closely with associates, clients, insurers, fund companies, and lenders while supporting a collaborative office team and contributing to a positive, well-organized workplace.

Key Responsibilities - Provide professional client service by phone and email, including handling incoming calls, responding to inquiries, taking messages, and directing communication appropriately. - Coordinate calendars, meetings, appointments, room setup, Outlook and Calendly entries, and preparation of client meeting materials. - Prepare, organize, file, and maintain physical and digital documents, including financial summaries, compliance packages,



insurance illustrations, and client records. - Support back-office administration by processing and tracking insurance, investment, and loan applications, forms, policies, and related documentation. - Maintain CRM accuracy, client file organization, KYC documentation, engagement letters, disclosures, holdings, birthdays, and policy anniversaries. - Assist with general office administration, courier shipments, office supplies, equipment troubleshooting, associate inquiries, and marketing coordination for Linked

In, newsletters, and client events. - Coordinate client appointments, calendars, meeting logistics, and preparation of financial services meeting materials. - Process and track administrative documentation related to insurance, investment, and loan applications. - Maintain accurate CRM records, digital files, physical files, and client administration details. - Support back-office administration, client inquiries, associate requests, and general office operations.

Compensation and Benefits - Salary range: $60,000 to $65,000 per year. - Job type: Direct hire, full time, permanent. - Location: Downtown Vancouver, BC. - Work arrangement: 100% in office.

📌 Admin Assistant- Financial Services (Vancouver)
🏢 AppleOne
📍 Vancouver