Administrative Assistant

2 weeks ago

Vancouver, Canada Assante Financial Management Ltd. Full time

**About us**

Are you a self-reliant, motivated individual who has a desire to work in the financial services industry? We are a full-service wealth management firm located in downtown Vancouver looking for someone who takes ownership of tasks, exhibits impeccable attention to detail and shows excellent judgment.

We are looking for someone available Monday to Friday 9:00 - 5:00 _(some flexibility in the hours)_. This position is available immediately and will require working on premise. You will be assisting a senior wealth advisor and an executive assistant with the day-to-day operations of a busy financial advisory business.

**Key Duties and Accountabilities**:

- Coordinate client investment transactions, including processing trades, account opening, compliance documents, and follow-ups;
- Assist team in their performance of their duties and provide customer service in all related manners;
- Maintain client files (paper and electronic) and assist in preparation for client meetings and post-meeting follow-up;
- Manage incoming and outgoing client correspondence, both written and verbal;
- Assist with coordinating insurance administration and follow-ups.

**Knowledge and Skill Requirements**:

- Mutual Fund & Life Insurance experience preferred;
- Working knowledge of computer software and programs used in the financial industry, including Microsoft Office Suite (Teams, Word, Excel, Outlook, OneNote, OneDrive) and SalesForce CRM;
- Excellent oral and written communication skills;
- Work experience in the financial services industry preferred;
- Organizational and administrative skills required to perform activities with varying degrees of priority;
- Attention to detail and accuracy with handling figures a must;
- Ability to work well independently and in a team environment;
- Initiative;
- A positive, upbeat attitude.

**Complexities and Challenges**:

- Ensuring accuracy in all client service activities;
- Responding to client inquiries;
- Responding to multiple information requests from advisors and clients;
- Responding to changing priorities and work environment.

**Job Types**: Full-time, Permanent

**Salary**: $45,000.00-$55,000.00 per year

**Benefits**:

- Disability insurance
- Extended health care
- Life insurance
- Vision care

Schedule:

- Monday to Friday

Work Location: In person

  • Administrative Assistant

    3 weeks ago

    Vancouver, Canada kipling media Full time

    Company Description Kipling Media is a creative full-service marketing agency located in Vancouver, BC. We help high-performing companies take the next step in their growth. Our team consists of passionate marketers and problem solvers who listen to our clients and evaluate, create, and deliver effective solutions to help their brands reflect what they've...

  • Administrative Assistant

    3 weeks ago

    Vancouver, Canada kipling media Full time

    Company Description Kipling Media is a creative full-service marketing agency located in Vancouver, BC. We help high-performing companies take the next step in their growth. Our team consists of passionate marketers and problem solvers who listen to our clients and evaluate, create, and deliver effective solutions to help their brands reflect what they've...

  • Administrative Assistant

    3 weeks ago

    Vancouver, Canada kipling media Full time

    Company Description Kipling Media is a creative full-service marketing agency located in Vancouver, BC. We help high-performing companies take the next step in their growth. Our team consists of passionate marketers and problem solvers who listen to our clients and evaluate, create, and deliver effective solutions to help their brands reflect what they've...

  • Administrative Assistant

    2 weeks ago

    Vancouver, Canada kipling media Full time

    Company DescriptionKipling Media is a creative full-service marketing agency located in Vancouver, BC. We help high-performing companies take the next step in their growth. Our team consists of passionate marketers and problem solvers who listen to our clients and evaluate, create, and deliver effective solutions to help their brands reflect what they've put...

  • Administrative Assistant

    3 weeks ago

    Vancouver, Canada kipling media Full time

    Company DescriptionKipling Media is a creative full-service marketing agency located in Vancouver, BC. We help high-performing companies take the next step in their growth. Our team consists of passionate marketers and problem solvers who listen to our clients and evaluate, create, and deliver effective solutions to help their brands reflect what they've put...

  • Administrative Assistant

    3 weeks ago

    Vancouver, Canada kipling media Full time

    Company Description Kipling Media is a creative full-service marketing agency located in Vancouver, BC. We help high-performing companies take the next step in their growth. Our team consists of passionate marketers and problem solvers who listen to our clients and evaluate, create, and deliver effective solutions to help their brands reflect what they've...

  • Administrative Assistant

    3 weeks ago

    Vancouver, Canada kipling media Full time

    Company DescriptionKipling Media is a creative full-service marketing agency located in Vancouver, BC. We help high-performing companies take the next step in their growth. Our team consists of passionate marketers and problem solvers who listen to our clients and evaluate, create, and deliver effective solutions to help their brands reflect what they've put...

  • Administrative Assistant

    3 weeks ago

    Vancouver, Canada kipling media Full time

    Company Description Kipling Media is a creative full-service marketing agency located in Vancouver, BC. We help high-performing companies take the next step in their growth. Our team consists of passionate marketers and problem solvers who listen to our clients and evaluate, create, and deliver effective solutions to help their brands reflect what they've...

  • Administrative Assistant

    3 weeks ago

    Vancouver, Canada kipling media Full time

    Company DescriptionKipling Media is a creative full-service marketing agency located in Vancouver, BC. We help high-performing companies take the next step in their growth. Our team consists of passionate marketers and problem solvers who listen to our clients and evaluate, create, and deliver effective solutions to help their brands reflect what they've put...

  • Administrative Assistant

    3 weeks ago

    Vancouver, Canada kipling media Full time

    Company DescriptionKipling Media is a creative full-service marketing agency located in Vancouver, BC. We help high-performing companies take the next step in their growth. Our team consists of passionate marketers and problem solvers who listen to our clients and evaluate, create, and deliver effective solutions to help their brands reflect what they've put...

  • Administrative Assistant

    7 days ago

    Vancouver, Canada EightSix Network Inc Full time

    Kipling Media is a creative full-service marketing agency located in Vancouver, BC. We help high-performing companies take the next step in their growth. Our team consists of passionate marketers and problem solvers who listen to our clients and evaluate, create, and deliver effective solutions to help their brands reflect what they've put into them....

  • Administrative Assistant

    3 days ago

    Vancouver, Canada University Canada West Full time

    Position Job Title: Administrative Assistant Location: Vancouver Reports To: Manager, Administrative Services Primary Purpose The primary purpose of the Administrative Assistant is to provide quality service to students, staff and visitors through the delivery of receptionist and general admini

  • Administrative Assistant

    5 days ago

    Vancouver, Canada University of British Columbia Full time

    Staff - Union Job Category CUPE 2950 Job Profile CUPE 2950 Salaried - Administrative Support 3 (Gr6) Job Title Administrative Assistant Department Office Administration | Operations and Administration | UBC Sauder School of Business Compensation Range $4,319.00 - $4,540.00 CAD Monthly Posting End Date July 31, 2023 Note: Applications will be...

  • Administrative Assistant

    12 hours ago

    Vancouver, Canada BC Cancer Full time

    **Administrative Assistant** **Job Summary**: In accordance with the Mission, Vision and Values, and strategic directions of Provincial Health Services Authority patient safety is a priority and a responsibility shared by everyone at PHSA, and as such, the requirement to continuously improve quality and safety is inherent in all aspects of this...

  • Administrative Assistant

    4 weeks ago

    Vancouver, Canada Fresh Direct Produce Full time

    Do you have what it takes to join a fast-paced sales team? Are you a highly organized, analytical, and detail-oriented individual who loves a challenge? We are looking for a full-time Sales Administrative Assistant to join our team! Reporting to the Sales Manager, the Sales Administrative Assistant will ensure daily administrative responsibilities and...

  • Administrative Assistant

    5 days ago

    Vancouver, Canada Palmer IP Inc. Full time

    **About us** Palmer IP is a company of US and Canadian professionals located in Coal Harbour, providing intellectual property services to an array of university, industry and corporate clients. We are currently seeking an experienced administrative assistant to join our team. Our paraprofessionals are critical to our success. They perform the...

  • Administrative Assistant

    4 days ago

    Vancouver, Canada University Canada West Full time

    **Position Job Title**:Administrative Assistant **Location**:Vancouver **Reports To**:Campus Manager **Hours**:Various Hours **About University Canada West**: University Canada West is an innovative business and technology-oriented, dynamic, and growing institution that was founded in 2005. Based in Downtown Vancouver, the university is defined by its...

  • Administrative Assistant

    5 days ago

    Vancouver, Canada University Canada West Full time

    Position Job Title: Administrative Assistant Location: Vancouver Reports To: Manager, Administrative Services Primary Purpose The primary purpose of the Administrative Assistant is to provide quality service to students, staff and visitors through the delivery of receptionist and general administrative support for the campus. Under the Campus...

  • Administrative Assistant

    5 days ago

    Vancouver, Canada University Canada West Full time

    Position Job Title: Administrative Assistant Location: Vancouver Reports To: Manager, Administrative Services Primary Purpose The primary purpose of the Administrative Assistant is to provide quality service to students, staff and visitors through the delivery of receptionist and general administrative support for the campus. Under the Campus...

  • Administrative Assistant

    4 weeks ago

    Vancouver, Canada University of British Columbia Full time

    Staff - Union Job Category CUPE 2950 Job Profile CUPE 2950 Salaried - Administrative Support 3 (Gr8) Job Title Administrative Assistant Department Strynadka Laboratory | Department of Biochemistry and Molecular Biology | Faculty of Medicine Compensation Range $4,137.00 - $4,456.00 CAD Monthly Posting End Date March 3, 2023 Note: Applications...