Administrative Support Professional

2 weeks ago


Vancouver, British Columbia, Canada RGF Integrated Wealth Management Full time

RGF Integrated Wealth Management is a leading financial services firm that prides itself on its client-centric approach. Our team of experienced advisors and portfolio managers strive to deliver exceptional results for our clients.

This role is an exciting opportunity for a highly motivated and organized individual to join our team as an Operations Administrator. The successful candidate will provide administrative support to our advisory teams, ensuring seamless day-to-day operations and enabling them to focus on delivering high-quality services to our clients.

We are seeking someone with strong analytical skills, attention to detail, and excellent communication skills. If you have experience in providing administrative support in a fast-paced environment, preferably in the financial services industry, we want to hear from you

Key Responsibilities:
  • Daily account documentation review and transmission
  • Processing of client cheques and monitoring debit balances
  • First point of contact for support and issue resolution for advisory teams
  • Data entry
  • Report generation
  • Administering follow-ups
Requirements:
  • Proficiency in a Microsoft environment, including intermediate Word, Excel, PowerPoint
  • High level of attention to detail and excellent follow-ups
  • Solid verbal and written communication and interpersonal skills
  • Post-secondary education, ideally Business Administration, or equivalent experience
What We Offer:
  • Comprehensive Health and Dental Benefits
  • Health Care and Taxable Wellness Spending Accounts
  • Continuing Education Opportunities, Employee Assistance Program, Life insurance
  • Three weeks of Vacation per year as well as paid personal days
  • RRSP matching
  • Monthly engagement events and activities
  • Flex days program after 1 year of employment

The salary range for this position is $45,000-$50,000 per year, commensurate with experience. Only those applicants selected for an interview will be contacted.



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