Keep a busy financial firm running smoothly. You make sure clients are welcomed, files are complete and advisors have what they need to do their best work.

You handle the day-to-day running of the office: scheduling, client records, application paperwork and follow-ups with our insurance and investment partners. Accuracy and privacy matter here, because you work with confidential client information every day.

This is a salaried, full-time position.

What you will do

Greet clients and answer calls and emails with care

Manage calendars and book client meetings for advisors

Prepare, check and track insurance and investment applications

Keep client records accurate, complete and secure

Follow up with partner companies on files that are still open

Support current advisors as they start,



and keep office systems and supplies in order

Requirements and qualifications

At least 1 year of office administration or client service experience

A high school diploma or equivalent

Clear written and spoken English

Willing to sign a confidentiality agreement

The legal right to work in Canada

An LLQP license, or in process of getting one

What you bring

Strong organization and attention to detail

Confidence with email, calendars, spreadsheets and online tools

Care with confidential information

A calm, friendly manner with clients

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📌 Office Administrator (British Columbia)
🏢 Ascenthya
📍 British Columbia