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 doGreet clients and answer calls and emails with careManage calendars and book client meetings for advisorsPrepare, check and track insurance and investment applicationsKeep client records accurate, complete and secureFollow up with partner companies on files that are still openSupport new advisors as they start,



and keep office systems and supplies in orderRequirements and qualificationsAt least 1 year of office administration or client service experienceA high school diploma or equivalentClear written and spoken EnglishWilling to sign a confidentiality agreementThe legal right to work in CanadaAn LLQP license, or in process of getting oneWhat you bringStrong organization and attention to detailConfidence with email, calendars, spreadsheets and online toolsCare with confidential informationA calm, friendly manner with clients

📌 Office Administrator (Vancouver)
🏢 Ascenthya
📍 Vancouver