Reception/administrative Assistant

4 days ago

Surrey, Canada Alpha and Omega Wealth Management Inc Full time

**About Us**:
We are a client-focused investment advisory practice providing personalized wealth management and financial planning services. With a commitment to prompt service, professionalism, integrity, and confidentiality, we are looking for a reliable and organized **Administrative Assistant** to support daily operations and ensure an excellent client experience.

**Key Responsibilities**:

- Provide general administrative support including scheduling appointments, answering client inquiries, and preparing documents
- Maintain and update client records and documentation in compliance with regulatory standards
- Assist with onboarding new clients, ensuring accurate and timely completion of paperwork
- Handle incoming and outgoing correspondence, both physical and electronic
- Maintain office organization, supplies, and filing systems
- Perform basic bookkeeping tasks and manage expense tracking using QuickBooks
- Liaise with financial institutions and service providers as needed
- Provide support with compliance documentation and audits
- Prepare reports and assist in presentation preparation for client meetings

**Qualifications**:

- **Minimum 2 years of administrative experience**, preferably in a financial services or investment advisory environment
- **QuickBooks experience is strongly preferred** - bookkeeping, invoice tracking, and expense management
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
- Familiarity with financial documents (e.g., investment statements, account forms) is a strong asset
- Excellent organizational skills with the ability to prioritize tasks and meet deadlines
- Ability to maintain confidentiality of sensitive information
- Strong attention to detail and accuracy in data entry and proofreading
- Excellent communication and interpersonal skills
- Professional phone etiquette and customer service skills
- Strong attention to detail and organizational skills
- Ability to work independently with a high degree of professionalism and discretion

**What We Offer**:

- Supportive and professional team environment
- Opportunities for growth and development
- Competitive compensation
- Work-life balance with regular office hours (Monday to Friday)

**How to Apply**:
Please send your **resume and a brief cover letter** highlighting your relevant experience

Pay: $20.00-$26.00 per hour

Expected hours: 40 per week

Additional pay:

- Overtime pay

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Surrey, BC: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

**Experience**:

- Front desk: 1 year (preferred)

Work Location: In person

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