Office Administrative Assistant, WiseInvest® (Vancouver, BC)

About us

WiseInvest is a Vancouver-based Wealth Management firm that helps business owners grow, protect, and transfer their wealth through tax-smart planning. Our services include insurance planning, investment management, tax and trust planning, pension plans, and business succession strategies. We put people before products, give honest advice, and always act in our clients' best interests.

The role

We're looking for a detail-oriented Office Administrative Assistant to support our team with day-to-day office operations and client paperwork. You'll be the person who keeps things organized, accurate, and moving, so our advisors can focus on clients.

What you'll do?

- Prepare, fill out, and review client forms and applications (insurance, investment, and account paperwork) for accuracy and completeness
- Organize and maintain client files and records, both digital and paper
- Track pending paperwork and follow up with clients and carriers on missing information




- Answer phone calls and emails and direct inquiries to the right team member
- Schedule client meetings and manage calendars
- Help prepare compliance documentation and keep records up to date
- Update tasks and track progress in our project management system
- Support general office duties: scanning, filing, mail, and supplies

What we're looking for?

- 1+ years of office administration experience
- Strong attention to detail and accuracy with forms and data entry
- Comfortable with Microsoft Office (Word, Excel, Outlook)
- Transparent, professional written and spoken English
- Organized, reliable, and able to manage multiple tasks
- Comfortable handling confidential client information
- Legally authorized to work in Canada

Nice to have

- Experience in financial services, insurance, or investments
- Familiarity with Zoho or other project management tools

Details

- Location: 850-1185 W Georgia St., Vancouver, BC (in office)
- Employment type: Full-Time

📌 Office addministrative assistant (Vancouver)
🏢 WiseInvest®
📍 Vancouver