Client Services & Administrative Assistant

Company: Safe Pacific Financial Inc.

Location: Vancouver, BC

Pay: CA$21–$27 per hour

Job Type: Full-time

Job Overview

We are seeking a friendly, organized, and detail-oriented Client Services & Administrative Assistant to support our daily office operations and client service activities. The successful candidate will help maintain accurate records, coordinate appointments, respond to client inquiries, and provide reliable administrative support in a professional financial services environment.

This position is ideal for someone with robust communication skills, a positive attitude, and a commitment to providing excellent client service.

Responsibilities

- Greet clients professionally and respond to incoming phone calls and email inquiries.
- Schedule appointments, coordinate meetings, and maintain calendars.
- Perform data entry and maintain accurate client records and administrative documents.
- Organize files, prepare correspondence, and assist with document management.
- Support the preparation and processing of invoices and routine administrative paperwork, as applicable.
- Assist with Microsoft Office, Google Workspace, and other office software.
- Receive and distribute incoming mail and maintain an organized office environment.
- Follow company procedures for handling confidential client information.




- Provide general clerical support to help ensure efficient daily operations.
- Communicate professionally with clients and colleagues and direct inquiries to the appropriate team member.

Qualifications
- Strong organizational skills and attention to detail.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office or Google Workspace.
- Ability to manage multiple tasks and prioritize responsibilities.
- Professional telephone etiquette and customer service skills.
- Ability to handle confidential information responsibly.
- Previous administrative or customer service experience is an asset.
- Experience in financial services or familiarity with financial documentation is an advantage.

What We Offer
- A professional and supportive working workplace.
- Opportunities to develop administrative and client service skills.
- A varied role combining customer service and office administration.
- Training on company procedures and systems, as applicable.

How to Apply Interested candidates should submit their résumé through the employer's designated application process. Only include application instructions and contact details that have been confirmed by the employer.

Pay: $21.00-$27.00 per hour

Expected hours: 40.0 per week

Benefits

- Extended health care
- Flexible schedule
- Life insurance
- Paid time off
- Vision care

Work Location: In person

📌 Client Services & Administrative Assistant (Vancouver)
🏢 Safe Pacific Financial
📍 Vancouver