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Job Description
Position: Administrative Assistant
We are looking for a full-time Administrative Assistant to join our wealth management practice here in Kelowna. The successful candidate will be looking for a long-term career in financial services, have excellent attention to detail, and be a critical thinker and effective communicator. Carefully review the information in this posting prior to applying to ensure you are ready and able to meet all the duties and qualifications.
About Our Practice:
We are an established Wealth Management Practice based in Kelowna. Karen and
Kayla have been recognized as Best Financial Advisor in Kelowna Now’s Best of Kelowna for the last three consecutive years.
We build long-term relationships with clients while managing detailed financial plans surrounding every aspect of their family life. This includes investments, mortgages, insurance, retirement planning, home ownership, estate and tax planning, and cash management. Our key market segmentation is pre-retirees, retirees, local businesses, and families. Our practice is in a brand-new custom-built office, with beautiful views of the city, and a large modern lunchroom.
Position Summary:
The main responsibility of the Administrative Assistant is to prepare/maintain client files and process transactions. Below are some of the main job duties of the role.
1. Preparing, maintaining, and closing client files after review meetings.
2. Fill out digital applications and forms.
3. Submitting and reviewing trades on clients’ accounts.
4. Navigating and successfully upkeeping our digital diary entries on salesforce.
5. Staying up to date with compliance checks and implementing it daily.
6. Scheduling client meetings, and events, and booking related resources i.e. meeting rooms.
7. Managing calendars/emails for the team through Microsoft Office.
Qualifications / Skills / and Requirements:
Must have a minimum of one year working in a professional office setting, preferably in financial services, or post-secondary education in business, finance, or accounting.
Must be able to successful complete a criminal record check at the expense of the applicant. This will only be asked of the applicant given a formal offer.
Excellent oral and written communication skills with fluency in English.
Strong computer skills, including working knowledge of Office 365 product suite.
Excellent time management skills with the ability to quickly adapt to competing priorities and time restrictions.
High level of attention to detail and the ability to work independently is a major part of this position. This position is not a “task list” type of job. To demonstrate this skill, please include the word “apple” in your cover letter or resume.
When in the office, business-professional dress attire is required.
Benefits:
Benefits available at hire and 50% co-pay after a 3-month probationary period.
Two weeks paid vacation.
Parking pass paid for by consultant.
Ability to work from home at the discretion of the Practice Manager.
Strong team culture, including frequent off-site team days and rewards.
Opportunity to have role-related education paid for by the practice.
Bonus structure available after a year.
Please submit a cover letter, and resume outlining why you would be a great fit to join our practice and a little about yourself. Applicants who are considered will be contacted for a phone interview.
Job Types: Full-time, Permanent
Salary: $45,000-$50,000 per year based on experience and related-education.
Job Types: Permanent, Full-time
Salary: $45,000.00-$50,000.00 per year
Benefits:
Company events
Extended health care
On-site parking
Paid time off
Flexible Language Requirement:
French not required
Schedule:
Monday to Friday
Supplemental pay types:
Bonus pay
Commission pay
Ability to commute/relocate:
Kelowna, BC: reliably commute or plan to relocate before starting work (required)
Education:
Secondary School (required)
Experience:
Administrative experience: 1 year (required)
Work Location: Hybrid remote in Kelowna, BC
Expected start date: 2023-11-01