Part-Time Receptionist G Administrative Assistant CorePlan Financial Inc. Burnaby, British Columbia Position Overview CorePlan Financial Inc. is seeking a friendly, professional, organized, and detail-oriented Part-Time Receptionist C Administrative Assistant to support our financial advisors and insurance team. This role combines front-desk reception, client service, insurance administration, investment account support, and general office administration. The ideal candidate is approachable, dependable, proactive, and enjoys helping others in a friendly, collaborative office environment. We are looking for someone who takes initiative, follows through on tasks, solves problems independently when appropriate, and takes pride in providing excellent client service while maintaining accuracy and confidentiality.

Key Responsibilities
1. Reception G Client Service
· Answer and direct incoming telephone calls promptly and professionally.
· Greet clients and visitors warmly and maintain a welcoming office environment.
· Respond to general client inquiries and direct technical, policy-specific, or investment-related questions to the appropriate advisor.
· Serve as a primary point of contact for routine client service requests, ensuring timely and courteous responses.
· Assist with client follow-ups, appointment coordination, and general correspondence as required.
· Identify outstanding tasks, anticipate client and team needs, and take initiative to resolve routine issues or escalate matters appropriately. 2. Insurance Administration
· Assist with routine in-force policy servicing requests, including address, email, and beneficiary changes, in accordance with insurer requirements and established procedures.
· Prepare, submit, and track insurance service requests and support documentation.
· Maintain accurate, up-to-date, and well-organized electronic client files. 3. Investment G Financial Administration
· Assist with routine client account inquiries and administrative service requests.
· Prepare and submit investment account documentation to Assante and other relevant financial institutions for processing.




· Contact mutual fund companies and other financial institutions to obtain account information and follow up on outstanding service requests.
· Assist with investment account transfers, transaction documentation, trade-processing follow-ups, and related administrative tasks in accordance with established procedures and applicable authorization requirements.
· Assist with deposit processing and account reconciliations using ActionPro and Wealth Platform.
· Enter and maintain client meeting notes in Navigator and Wealth Platform, ensuring information is recorded accurately and promptly.
· Monitor outstanding transactions and administrative requests, follow up on delays, and keep advisors informed of their status.
· Review documents for completeness and accuracy before submission and promptly identify discrepancies or missing information. 4. General Office Administration
· Maintain organized electronic filing systems, including appropriate client and administrative folders in BOX.
· Prepare, coordinate, and distribute monthly client mailouts.
· Maintain a clean, tidy, and professional reception area, meeting space, and kitchen.
· Provide general administrative support to financial advisors and other team members as required.
· Assist with document preparation, scanning, electronic filing, and other office tasks.
· Proactively identify opportunities to improve office organization, administrative processes, and overall team efficiency. Ǫualifications G Skills Required Skills
· Excellent verbal and written communication skills, with a professional and client-focused approach.
· Strong organizational skills, attention to detail, and commitment to accuracy.
· Ability to prioritize competing tasks,



manage deadlines, and follow through on outstanding items.
· A proactive, resourceful approach to problem-solving, with the ability to work independently and recognize when to seek guidance.
· Proficiency in Microsoft Office, particularly Outlook, Word, and Excel.
· Ability to learn and work with electronic document management systems, online portals, and financial services software.
· Strong commitment to confidentiality and the responsible handling of sensitive client and financial information.
· A friendly, positive, dependable, and team-oriented attitude. Preferred Ǫualifications
· At least two years of experience in financial services, insurance administration, investment administration, or a related office environment would be an asset.
· Education in Business Administration, Finance, or a related field.
· Familiarity with DocuSign, SmartDox, Navigator, ActionPro, Wealth Platform, and BOX.
· Experience working with financial advisors, insurance providers, mutual fund companies, or investment account administration. The Ideal Candidate The ideal candidate is someone who:
· Enjoys interacting with people and makes clients feel welcome and well cared for.
· Brings a positive attitude and contributes to a friendly, supportive office culture.
· Takes ownership of assigned responsibilities and follows tasks through to completion.
· Notices details, anticipates potential issues, and takes initiative rather than waiting to be asked.
· Is comfortable handling routine administrative matters independently while knowing when to ask questions or escalate an issue.
· Values teamwork, professionalism, accuracy, and client confidentiality. If you enjoy working with people, take pride in keeping an office organized and running smoothly, and want to contribute to a team-oriented financial services team, we would welcome your application. Pay: $18.25-$25.00 per hour Expected hours: 22.0 – 30.0 per week

Benefits:
- Dental care
- Extended health care
- Vision care Work

Location:
In person

📌 Part-Time Receptionist (Burnaby)
🏢 CorePlan Financial
📍 Burnaby