At Summit Financial, we help clients make confident financial decisions and build long-term financial well-being. We are looking for a detail-oriented, client-focused Financial Services Administrative Assistant to support our advisory team and help deliver an exceptional client experience.
This role is ideal for someone who enjoys building relationships, creating organized and effective processes, and ensuring clients receive responsive, professional service.
What You'll Do:
Client Experience & Relationship Support
· Create a welcoming, professional, and responsive experience for clients.
· Respond promptly to client inquiries by phone, email, and in person.
· Support client follow-ups and communicate updates.
· Maintain accurate client records.
Administrative & Operational Excellence
· Support advisors with account administration and documentation.
· Process daily client paperwork accurately and efficiently.
· Monitor pending transactions and account activity.
· Coordinate with financial institutions and product providers.
· Accountability for accuracy and meeting timelines.
Organization & Compliance
· Manage multiple priorities while maintaining attention to detail.
· Handle confidential information with discretion.
· Ensure compliance with regulations and internal policies.
· Support special projects and team initiatives.
What You'll Bring
· Strong organizational and time-management skills.
· Commitment to exceptional client service.
· Excellent communication and interpersonal skills.
· High attention to detail and accuracy.
· Eagerness to solve problems and learn.
· Proficiency with Microsoft Office.
Salary, benefits and vacation
· Health and Dental benefits available after 90-day successful probation period.
· Two weeks’ paid vacation
· This is a full-time (37.5 hours/week) in-office role with a starting salary of $45K-50K/year based on experience and industry credentials
Why Join Summit Financial?
Client relationships are at the heart of everything we do. This role offers the opportunity to make a meaningful contribution to both our clients’ experiences, the success of our team and potential career growth opportunities for you.
Pay: $45,000.00-$50,000.00 per year
Ability to commute/relocate:
- Vernon, BC: reliably commute or plan to relocate before starting work (required)