About Us
We are a women-led wealth management team in Kelowna, BC that takes a personal & detailed approach to working with our clients. We are committed to creating a workplace that is respectful, collaborative, and professional.
We are looking for an organized, client focused and detail oriented Part-Time Administrative Assistant who will be responsible for providing administrative support to the Financial Advisor and outstanding service to clients.
The Opportunity
This role is ideal for someone who enjoys keeping things organized and running smoothly. You will be an important part of our day-to-day operations, helping with client communication, scheduling, documentation, and general office administration.
You'll work closely with a team of experienced financial professionals and gain exposure to the world of financial planning and wealth management.
Responsibilities
- Prepare professional correspondence, documents, and files
- Manage calendars, appointments, and meeting coordination
- Respond to requests for information in a timely manner
- Handle email and phone communication with clients & suppliers
- Maintain the Customer Relationship Management (CRM) software & digital files
- Assist with client onboarding process
- Prepare documents & materials for client meetings
- Handle sensitive and confidential client information with a high degree of discretion
- Provide general administrative support to the wealth management team
Ideal Candidate
- Highly organized and detail-oriented
- Professional and trustworthy when handling confidential information
- Professional written and verbal communicator
- Strong computer skills and willingness to learn new software
- Client service focused
- Comfortable working independently and taking initiative
- Able to prioritize and manage multiple tasks and deadlines
- A team player who enjoys contributing to a positive workplace
Previous experience in financial services, wealth management, professional services, administration, or client service is an asset, but we're also open to someone with excellent transferable skills.
Why Join Us?
- Work with an established women-led financial planning team
- Small, friendly, and professional boutique environment
- Flexible part-time schedule
- $25–$30/hour depending on experience
- Opportunity to learn about financial planning and wealth management
- Discretionary bonuses
- Tuition reimbursement on industry certifications
- Potential for growth in responsibilities and income
How to Apply
Please submit your resume and a brief note telling us about yourself, your relevant experience, and why this opportunity interests you.
We look forward to meeting someone who will bring organization, warmth, professionalism, and positive energy to our team.
Pay: $25.00-$30.00 per hour
Expected hours: 15.0 – 20.0 per week
Work Location: In person
