Job Summary
A Vancouver-based organization in the financial services industry is hiring an Administrative Assistant to support a busy, client-focused office in Downtown Vancouver. This full-time, permanent Administrative Assistant role is ideal for a polished, detail-oriented professional who enjoys providing high-quality administrative support, coordinating client service activities, and keeping office operations running smoothly.
This opportunity offers stability, variety, and the chance to work in a professional financial services environment where accuracy, confidentiality, and client experience are highly valued. The successful candidate will work closely with associates, clients, insurers, fund companies, and lenders while supporting a collaborative office team and contributing to a positive, well-organized workplace.
Key Responsibilities
- Provide professional client service by phone and email, including handling incoming calls, responding to inquiries, taking messages, and directing communication appropriately.
- Coordinate calendars, meetings, appointments, room setup, Outlook and Calendly entries, and preparation of client meeting materials.
- Prepare, organize, file, and maintain physical and digital documents, including financial summaries, compliance packages, insurance illustrations, and client records.
- Support back-office administration by processing and tracking insurance, investment, and loan applications, forms, policies, and related documentation.
- Maintain CRM accuracy, client file organization, KYC documentation, engagement letters, disclosures, holdings, birthdays, and policy anniversaries.
- Assist with general office administration, courier shipments, office supplies, equipment troubleshooting, associate inquiries, and marketing coordination for LinkedIn, newsletters, and client events.
Compensation and Benefits
- Salary range: $60,000 to $65,000 per year.
- Job type: Direct hire, full-time, permanent.
- Location: Downtown Vancouver, BC.
- Work arrangement: 100% in office.
