We're Hiring | Virtual Administrative & Client Care Coordinator

Are you someone who takes pride in bringing organization to a busy day, anticipating what needs to happen next, and making life easier for the people around you?

We're looking for someone who sees the bigger picture, genuinely cares about the details, and enjoys being the person a team can count on to keep things moving forward.

At Cultivate + Evolve Financial Inc. and Cultivating Conversations, we're passionate about building meaningful relationships, delivering exceptional client experiences, and creating a business where people feel supported and valued.

As we look ahead to 2027, we're excited to welcome a new team member who shares these values and wants to make a meaningful contribution to the work we do.

HOW TO APPLY via LinkedIn:

Position Details

- Location: Fully remote, with preference for candidates based in British Columbia
- Hours: Part-time, approximately 20–25 hours per week
- Schedule: Monday to Friday, approximately 4–5 hours per day during Pacific Time business hours
- Compensation: $22–$26 per hour, depending on experience
- Start date: January 2027 or sooner, depending on availability

About the Role

You'll work closely with our mortgage fulfillment, marketing, and leadership team, providing administrative and client care support across both businesses.

This is a client-facing administrative coordination role focused on delivering a positive client experience, keeping our daily operations organized, and ensuring important details and deadlines are managed proactively.

Your Day-to-Day Priorities

- Time-Sensitive Client Needs & Deadlines

Identify urgent client requests, approaching mortgage deadlines, and outstanding items that could delay a file or client response.

Coordinate administrative next steps and promptly flag anything requiring a team member's attention.

- New Leads & Client Communication

Monitor incoming inquiries, enter new leads into Salesforce, direct them to the appropriate team member, and coordinate timely follow-ups.





Ensure every inquiry is acknowledged and has a clear next step.

- Mortgage File Administration & CRM Accuracy

Support our fulfillment team by collecting and organizing documents, following up on outstanding requirements, updating client records, and keeping Salesforce accurate and current.
- Scheduled Administrative & Business Support

Assist with scheduling, inbox organization, spreadsheets, coaching administration, marketing coordination, and client appreciation logistics.

Manage these responsibilities through a shared task system with clear priorities and deadlines.

Mortgage advice, underwriting decisions, and other regulated activities remain with appropriately qualified and licensed team members.

Who We're Looking For

We're hoping to find someone who is naturally organized, enjoys working with people, and takes ownership of their responsibilities.

Someone who anticipates what needs to happen next, manages competing priorities, and follows through independently while communicating openly with the team.

Strong communication skills, attention to detail, sound judgment, and confidence using technology are essential. Given the nature of our work, discretion and the secure handling of confidential client information are equally significant.

Experience with Microsoft Office and CRM systems is preferred, while Salesforce, Finmo, or mortgage industry experience would be an asset, but is not required.

Most importantly, we're looking for someone who values client relationships, enjoys being part of a supportive team, and approaches their work with care and accountability.

What We Offer

Remote work with consistent weekday hours, a collaborative and supportive team, opportunities for professional development, and the chance to make a meaningful contribution to two growing businesses.

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Interested in joining our team?

Please send your résumé, brief introduction, and responses to the three questions above to [email protected].

If you know someone who might be a great fit, we'd really appreciate you sharing this opportunity.

We look forward to welcoming someone new to our team!

📌 Virtual Administrative & Client Care Coordinator (Canada)
🏢 Cultivate + Evolve Financial
📍 Canada