Administrative Assistant

Company: FolioNow Financial Solutions

Location: 13737 96 Ave, Surrey, BC V3V 0C6

Job Type: Full-time

Salary: CA$ 20.60 – CA$ 25.40 per hour

Expected Hours: 40 hours per week

About Us

FolioNow Financial Solutions is a progressive, client-centered financial services firm dedicated to offering robust wealth planning, investment insights, and custom corporate financial strategies. We navigate the financial landscape with precision, transparency, and top-tier client support. We are seeking an efficient, organized, and detail-driven Administrative Assistant to keep our busy corporate operations in Surrey running flawlessly.

Job Summary

As an Administrative Assistant, you will serve as the organizational core of our financial office. This multi-faceted role involves managing professional client correspondence, maintaining strict document compliance, supporting financial advisors with scheduling, and executing daily administrative tasks. The ideal candidate possesses an analytical mind, maintains high standards of confidentiality, and excels in a fast-paced environment.

Key Responsibilities

- Office Administration: Serve as the professional face of the branch; manage high-volume incoming phone calls, filter emails, and welcome clients or financial partners.
- Compliance & Data Management: Prepare, review, and process sensitive financial forms, client account updates, and advisory agreements with total precision and confidentiality.
- Calendar & Meeting Coordination: Manage calendars for multiple financial consultants, schedule client reviews, and coordinate internal team syncs or digital presentations.
- Records Maintenance: Organize and audit electronic client records within internal management databases,



ensuring full alignment with privacy laws and corporate standards.
- Invoicing Assistance: Provide basic clerical bookkeeping support, cross-check operational invoices, and log departmental expense reports.
- Operations Logistics: Monitor and order office supply inventory, manage incoming/outgoing secure mail and couriers, and maintain pristine public meeting areas.

Qualifications & Skills

- Experience: 1–2 years of experience in an administrative assistant, corporate secretary, or clerical office role. Experience in a banking, insurance, brokerage, or professional financial services setting is a major asset.
- Education: High School Diploma or equivalent; a college diploma or certification in Office Administration, Business Management, or a related field is highly desired.
- Technical Skills: Advanced proficiency in Microsoft Office Suite (particularly Word, Excel, and Outlook) and Google Workspace. Quick learning capacity for secure internal CRM systems and financial tracking software.
- Communication: Exceptional verbal and written English skills with impeccable phone etiquette and professional presentation.
- Core Strengths: Meticulous attention to numerical and textual detail, absolute reliability with confidential data, and superb multi-tasking skills.

Benefits & Perks We invest heavily in the health and balance of our employees, providing:

- Extended Health Care
- Dental Care
- Paid Time Off
- In office Parking
- Flexible Schedule

Pay: $20.60-$25.40 per hour Expected hours: 40.0 per week

Benefits

- Dental care
- Extended health care
- Flexible schedule
- On-site parking
- Paid time off

Ability to commute/relocate:
- Surrey, BC: reliably commute or plan to relocate before starting work (required)

Experience:
- Administrative: 1 year (required)

Location:
- Surrey, BC (required)

Work Location: In person

📌 Administrative Assistant (Surrey)
🏢 FolioNow Financial Solutions
📍 Surrey