About Us

We are an independent wealth management firm dedicated to delivering exceptional service and personalized financial strategies to our clients. We’re seeking a warm, professional, and highly organized Receptionist to be the first point of contact in our office and help support our daily operations.

Position Overview The Receptionist plays a key role in creating a welcoming environment for clients while supporting our advisory team with administrative tasks. The ideal candidate is professional, tech-savvy, and thrives in a client-focused environment.

Key Responsibilities:

- Manage incoming phone calls and direct inquiries appropriately
- Greet and assist clients in a professional, friendly manner
- Schedule client appointments and manage calendars
- Support advisors with document preparation and general administrative tasks
- Maintain an organized reception area and office supplies
- Assist with incoming/outgoing mail and scanning/faxing
- Bank and postal runs
- Handle confidential information with discretion and professionalism

Qualifications:





- Excellent verbal and written communication skills
- Strong organizational abilities and attention to detail
- Tech-savvy with proficiency in Microsoft Office (Word, Excel, Outlook)
- Previous reception or administrative experience preferred
- Professional demeanour and client-service mindset
- Ability to multitask in a fast-paced environment

What We Offer:

- Competitive wage, depending on experience
- Health Spending Account
- Supportive, professional work environment
- Prospect to be part of a respected and growing financial services team

How to Apply Please submit your resume and a brief cover letter outlining your interest in the role to [email protected]. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Job Types: Full-time, Permanent

Pay: $20.00-$33.00 per hour

Benefits

- Paid time off

Work Location: In person

📌 Administrative Assistant – Independent Wealth Management Firm (Full-Time) (Parksville)
🏢 Trademark Wealth Management
📍 Parksville