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. Mandarin or Cantonese language skills are required

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 skilled 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 LinkedIn, 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 Perks

- 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)
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