Administrative Assistant

4 weeks ago


Surrey, Canada Tate Financial Full time

**Position**: Administrative Assistant

Monday to Friday, 9am to 2pm
- Please Note - This is an in-office position and is not available for remote or hybrid work arrangements._

**Location**: South Surrey

**About Us**:
As an independent financial planning firm, we help clients insure, invest, and protect their future security through exceptional portfolio management and insurance services. We pride ourselves on providing a high standard of service and support to our clients and are seeking a proactive and detail-oriented Administrative Assistant to join our team to support our operations and client relationships.

**Job Summary**:
The Administrative Assistant will play a crucial role in ensuring the smooth and efficient operation of our office. This position involves a variety of administrative tasks, including managing client communications, organizing documents (predominantly electronically), scheduling meetings, and supporting the financial advisors. The role is designed to be a supportive, highly detailed, and client-focused position that has the potential to evolve as the assistant becomes more familiar with the processes and systems in place.

**Key Responsibilities**:

- Manage and maintain client records in both our CRM database and digital filing system, ensuring accuracy, timeliness, and confidentiality for all data entry.
- Be proactive in communication and follow-up tasks.
- Assist with the preparation and distribution of client reports and presentations.
- Coordinate and schedule meetings, appointments, and conference calls for the portfolio management team.
- Prepare and process client documentation, including account forms and agreements using DocuSign.
- Provide general administrative support, such as filing, photocopying, and office supply management.
- Support the team with special projects and tasks, such as client events and seminars, as needed.
- General tidying of the office to ensure preparedness for meetings.

**Preferred Qualifications**:

- Education: High school diploma or equivalent; additional education or certifications in office administration or finance is a plus.
- Experience: Proven experience as an administrative assistant, preferably in the financial services industry.
- Computer / Technology: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and comfortable with Adobe Pro, DocuSign, and Microsoft Teams. Familiarity with Apple products is an advantage.
- Strong organizational, problem solving and time management skills, with a proven ability to prioritize tasks effectively.
- Attention to detail and accuracy in handling client information and financial data.
- Ability to work independently and alongside the team.
- Discretion and confidentiality in handling sensitive information.
- Excellent written and verbal communication skills. Ability to anticipate client needs and timely follow up is expected.
- Business writing skills are vital, and proofreading skills are an asset.
- Professional demeanor and a commitment to providing exceptional client service.

**Application Deadline**: May 31, 2024

**Job Type**: Part-time

Pay: $22.00-$24.00 per hour

Expected hours: 25 per week

Schedule:

- Monday to Friday

**Education**:

- Secondary School (required)

**Experience**:

- Front desk: 1 year (preferred)
- Administrative experience: 1 year (preferred)

Work Location: In person

Application deadline: 2024-05-31



  • Surrey, Canada CDI College Full time

    We are happy to say that we are looking for an experienced** Administrative Assistant to join our team at CDI College - South Surrey, BC** **Reporting to**:The Campus Director **Hours**:40 hours a week, 1:30pm - 10 pm PST (Rotating) **Software Knowledge**:Microsoft Suite and Excel is a must **Address**:14928 56 Ave #112, Surrey, BC V3S 2N5 **Pay**:...


  • Surrey, Canada Coast Telecom Services Full time

    We are looking for a responsible Administrative Assistant to perform a variety of administrative and clerical tasks. Duties of the Administrative Assistant include providing support to our managers and employees, assisting in daily office needs and managing our company's general administrative activities. **Requirements**: Must be fluent in communication...


  • Surrey, Canada Western Community College Full time

    **ABOUT WESTERN COMMUNITY COLLEGE**: Western Community College is a privately held provider of post-secondary education in British Columbia, offering a Bachelor of Hospitality Management degree program and more than 56 career training diploma and certificate programs in the fields of business, accounting, healthcare, education, hospitality, information...


  • Surrey, Canada Monark Full time

    Salary: Monark Group is committed to helping great ideas live up to their fullest potential. Our diverse team delivers world-class solutions across a diverse array of emerging & established lines of business. At Monark, you will do work that matters with people that are committed to helping our vision become a reality. Projects at Monark have an impact on...


  • Surrey, Canada DIVERSEcity Community Resources Society Full time

    **Administrative Assistant - Casual**: DIVERSEcity Community Resources Society Surrey, BC We are currently recruiting for the role of Administrative Assistant to join our LINC team in Surrey, BC. This is a Casual - On Call duty. The Administrative Assistant is responsible for the LINC program which has a student body of approximately 250 students. **The...


  • Surrey, Canada Actum Health Full time

    **JOB DETAILS** **Position**:Administrative Assistant **Location**:Actum Health - South Surrey, BC **Employment Type**:Permanent, full-time **Pay**: $20-$27/hour (commensurate with experience) **ABOUT ACTUM HEALTH**: Actum Health was born from the desire to do more, to help those that have not had the recovery that was expected. We are a company that...


  • Surrey, Canada Jobify360 Full time

    Mander Bros Enterprises Ltd, located in Surrey, BC, is seeking an Administrative Assistant to join their team. This is a full-time, permanent position with a salary of $25.00 hourly, and remote work is available. **Responsibilities**: - Record and prepare minutes of meetings, seminars and conferences - Greet people and direct them to contacts or service...


  • Surrey, Canada Rajni Sharma Financial Services Full time

    **Role Summary** We are looking for an enthusiastic Licensed Administrative Assistant to join our team at Rajni Sharma Financial Services Ltd. Reporting directly to the Advisor, the Assistant will coordinate and deliver exceptional administrative support to the Advisor. A valued member of the team, the Assistant manages scheduling to maximize sales...


  • Surrey, Canada Peak Construction Ltd. Full time

    **NOW HIRING | **ADMINISTRATIVE ASSISTANT #23-AA For 30 years, Peak Construction Group has been providing quality construction management services. As we continue to expand our work on exceptional and exciting projects throughout Canada and the USA, we are seeking driven and dynamic individuals to join the Peak team. We are currently seeking an...


  • Surrey, Canada Associa Full time

    Associa BC is seeking an Administrative Assistant to join our Surrey office. This role is full-time, permanent. The Administrative Assistant supports and assists general office activities and projects with administrative tasks and provides customer service support. Under moderate supervision, work may involve contact with homeowners and board...


  • Surrey, Canada Metis Nation British Columbia Full time

    **Métis Nation British Columbia**: **Administrative Assistant**: **#23-083** **Ministry of Children and Families** **Position**: Temporary Full-Time (37.5 hours per week) until March 31, 2024 (with the possibility of extension) **Location**: Hybrid/Provincial office - Station Tower (13401 - 108th Avenue, Surrey) **Closes**: July 12,...


  • Surrey, Canada Sure Cold Refrigerated Storage Full time

    Administrative Assistant Employer: SureCold Refrigerated Storage Employer address: Unit 102, 5355 152 St., Surrey, BC V3S 5A5 Position name: Administrative Assistant Location of work: Unit 102, 5355 152 St., Surrey, BC V3S 5A5 Nature of position: Permanent, full-time (35 hours per week) Wage: $24.65 per hour Vacation: 4% in lieu of paid vacation...

  • Administrative Assistant

    51 minutes ago


    Surrey, Canada Himalaya Dairy Full time

    Responsibilities: - Provide administrative support to the office staff and management team - Serve as a personal assistant to the office manager - Perform general clerical duties, such as answering phone calls, scheduling appointments, and managing correspondence - Greet and assist patients or clients in a professional and friendly manner - Coordinate and...


  • Surrey, Canada YBC Full time

    **Position Title**:Administrative Assistant, YCafe Training Program **Location**: Tong Louie YMCA **Terms**: Term, Full-Time **Shift**: 17.5 hours per week **Start Date**: As soon as possible **End Date**: February 28, 2025, possibility of extension contingent on funding **Salary**: $25,000 per year **Reports To**: Supervisor, YBEAT **Nature and...


  • Surrey, Canada DMCL CPA LLP Full time

    **About the role**: Our administration team is made up of office managers, receptionists, executive and administrative assistants who work diligently to support our people and keep our offices running smoothly. Whether in-person or on the phone, our clients can count on this team to connect them with the people and resources they need to achieve and exceed...


  • Surrey, Canada Allteck Limited Partnership Full time

    Allteck Limited Partnership is an electrical utility contracting company, with decades of engineering, construction and project management experience in Utility, Oil and Gas, Forestry, and Transportation sectors. We have regional offices spanning Western Canada with a workforce of 350 professionals and tradespeople strong. Allteck is leader in its field,...


  • Surrey, Canada Allteck Limited Partnership Full time

    Allteck Limited Partnership is an electrical utility contracting company, with decades of engineering, construction and project management experience in Utility, Oil and Gas, Forestry, and Transportation sectors. We have regional offices spanning Western Canada with a workforce of 350 professionals and tradespeople strong. Allteck is leader in its field,...


  • Surrey, Canada Peak Construction Ltd. Full time

    **NOW HIRING | **ADMINISTRATIVE/MARKETING ASSISTANT #23-AA For over 30 years, Peak Construction Group has been providing quality construction management services. As we continue to expand our work on exceptional and exciting projects throughout Canada and the USA, we are seeking driven and dynamic individuals to join the Peak team. We are currently seeking...


  • Surrey, Canada Peak Construction Ltd. Full time

    **NOW HIRING | **ADMINISTRATIVE/MARKETING ASSISTANT #23-AA For over 30 years, Peak Construction Group has been providing quality construction management services. As we continue to expand our work on exceptional and exciting projects throughout Canada and the USA, we are seeking driven and dynamic individuals to join the Peak team. We are currently seeking...


  • Surrey, Canada Peak Construction Ltd. Full time

    **NOW HIRING | **ADMINISTRATIVE/MARKETING ASSISTANT #23-AA For over 30 years, Peak Construction Group has been providing quality construction management services. As we continue to expand our work on exceptional and exciting projects throughout Canada and the USA, we are seeking driven and dynamic individuals to join the Peak team. We are currently seeking...