Executive Assistant - support role to financial advisor. This position requires excellence in organization, systems creation and management, client/customer relationship building, detail oriented and problem solving skills.

· Professional image in dress and behaviour; business casual

· Excellent time management skills

· Able to work independently

· Prompt and reliable

· Knowledge and implementation of office systems and procedures

· Proficient in basic computer skills including

- Microsoft Office 365
- One Drive
- CRM systems

· Electronic and Paper file organization and management · Excellent phone and email communication skills

· Excellent grammar and writing skills

· Able to create and document office procedures and organizational strategies

· Able to maintain a neat and organized office area including management of recycling, garbage and secure disposal of private client documents.

Hours of Work

72 hours biweekly week,



9:00 AM to 5:00 PM Monday to Friday and alternate Fridays off. 30 minute paid lunch.

Remuneration will reflect education and experience.

2 weeks paid vacation after 1 year. One additional day per year.

Statutory Holidays

You are not required to work on a Statutory Holiday and will be paid according to BC Employment Standards.

Job Types: Full time, Part-time, Contract, Permanent

Pay: $50,000.00-$55,000.00 per year

Benefits

- On-site parking
- Tuition reimbursement

Education:
- Bachelor's Degree (preferred)

Experience:
- Financial services: 2 years (preferred)

Language:
- English (preferred)

Licence/Certification:
- LLQP (preferred)
- Mutual Funds License (preferred)

Work Location: Hybrid remote in South Surrey, BC

📌 Executive Assistant (South Surrey)
🏢 Bloom Financial Advisors
📍 South Surrey