Client Service & Administrative Associate

Langford, BC | Full-Time, Permanent | $45,000–$55,000 per year

Are you an organized, detail-oriented administrator who loves keeping things running smoothly?

Do you enjoy working with people, solving problems, and finding better ways to get things done? Are you looking for an opportunity where you can learn new skills, take on more responsibility, and grow your career?

Verve Recruitment Group is working with a client in the financial services industry to find a motivated Client Service & Administrative Associate to join their growing team in Langford, BC.

You don't need a background in financial services to succeed in this role. We're looking for someone with robust administrative and customer service skills, a great attitude, and the initiative to take ownership of their work.

This is an opportunity to become an important part of a growing business, with the potential to develop into a Practice Manager position as the company expands.

What You'll Be Doing

You'll work closely with the advisory team to keep day-to-day operations organized, clients supported, and important tasks moving forward.

Your responsibilities will include:

· Client Service: Be a friendly, professional point of contact for clients, responding to emails, answering questions, assisting with requests, and ensuring they have a positive experience.

· Scheduling & Coordination: Manage calendars, book appointments, coordinate meetings, and help keep the team's schedules running smoothly.

· Administrative Support: Prepare documents, complete forms, maintain accurate records, process requests, and follow up on outstanding tasks.

· Data Entry & CRM Management: Keep client information organized and accurate using CRM software and other digital tools.

· Client Onboarding: Help welcome current clients by coordinating paperwork, collecting information, and ensuring everything is completed correctly.

· Task & Workflow Management: Track multiple projects and requests, follow through on deadlines,



and ensure nothing falls through the cracks.

· Process Improvement: Identify opportunities to make administrative processes more efficient, organized, and effective.

You'll also have the opportunity to learn about investments, insurance, employee benefits, and the behind-the-scenes operations of a financial advisory business.

What We're Looking For

We're looking for someone who takes pride in being a great administrator. Someone who enjoys being organized, is confident communicating with clients, and doesn't need to be reminded to finish what they've started.

Ideally, you'll bring:

· 1–3 years of administrative, office coordination, reception, or client service experience.

· Strong organizational skills and the ability to manage multiple priorities.

· Excellent attention to detail, particularly with data entry, documents, and client information.

· Friendly, professional communication skills and confidence interacting with clients one-on-one.

· Experience managing calendars, scheduling appointments, and coordinating administrative tasks.

· Experience handling sensitive or confidential client information with discretion and professionalism.

· Confidence using technology and the ability to learn new software quickly.

· A proactive approach to problem-solving and improving processes.

· The ability to work independently, take initiative, and follow tasks through to completion.

· A positive, adaptable attitude and willingness to learn.

Experience in a medical office, chiropractic clinic, dental practice, professional services firm,



or similar client-focused administrative environment would be particularly well suited to this prospect. We're interested in candidates who understand the importance of confidentiality, accuracy, professional client interactions, and keeping a busy office organized.

Financial services experience and industry licensing are not required. The right attitude, strong administrative skills, and willingness to learn are what matter most.

Why Consider This Opportunity?

An opportunity to grow: This isn't necessarily a role where you'll be doing the same thing year after year. As the business grows, so can your responsibilities, with the potential to move into a Practice Manager position.

Learn a new industry: Gain valuable experience in financial services, investments, insurance, and business operations. There may also be opportunities to obtain industry certifications and licensing as your career develops.

Professional development: Our client believes in investing in their team. Approved professional development and training related to your role will be covered by the company.

Make a real impact: As part of a small, growing business, your ideas and contributions matter. You'll have the opportunity to help improve processes, introduce efficiencies, and shape how the business operates.

Work closely with leadership: You'll work directly with the business owner and advisory team, gaining firsthand experience in the operations of a growing financial services practice.

Compensation & Benefits

· Annual salary of $45,000–$55,000, depending on experience.

· Discretionary performance-based bonus.

· $1,000 annual health/flex spending benefit.

· 2 weeks paid vacation.

· Employer-paid professional development opportunities.

· Annual compensation reviews.

· 35-hour work week, Monday to Friday, 8:30 a.m. to 3:30 p.m.

· Long-term growth opportunities potential, including the opportunity to advance into a Practice Manager role.

Pay: $45,000.00-$55,000.00 per year

Work Location: In person

📌 Client Service and Administrative Associate (Victoria)
🏢 Verve Recruitment Group
📍 Victoria