Administrative Assistant

6 hours ago

Invermere, Canada KOOTENAY SAVINGS CREDIT Full time

**KOOTENAY SAVINGS MONEYWORKS**

A wealth management subsidiary of Kootenay Savings - The region’s leading credit union with over $1.7 billion in assets, more than 30,000 members, and over 200 employees.

**Do you ** thrive on building strong relationships by instilling trust and confidence? Are you a motivated self-starter who aspires to make a positive difference for clients each day? Are you organized, detail-oriented, and passionate about delivering excellent client service?

**If so ** we want to hear from you

We’re looking for a dedicated Administrative Assistant to support our team of Financial Planners by ensuring smooth day-to-day operations, maintaining compliance standards, and creating an outstanding client experience. In this full-time role, you’ll manage key administrative tasks such as scheduling client meetings, preparing and processing documentation, and maintaining accurate client records.

You’ll play an important role in delivering an exceptional client experience by responding to inquiries, managing electronic document workflows (including DocuSign), and supporting compliance requirements. You’ll also assist with reporting, data collection, and coordinating with fund and insurance companies all while maintaining confidentiality and professionalism.

This role is ideal for someone who thrives in a fast-paced, service-focused environment, enjoys staying organized, and takes pride in being a reliable team player.

To be successful in this role, you’ll bring a secondary school diploma or equivalent, along with a minimum of one year of experience in an administrative role, ideally within a credit union or financial institution. Your proficiency with Microsoft Office tools, especially Word, Excel, PowerPoint, and Outlook, as well as your comfort using video conferencing platforms like MS Teams, will allow you to navigate daily tasks with confidence. You have strong verbal and written communication skills and a natural ability to support clients in a professional, service-oriented environment. Your keen attention to detail, strong organizational abilities, and capacity to multitask will help you stay on top of priorities. Familiarity with Investments and Insurance terminology or a foundational understanding of both Mutual Funds and Securities is a definite plus. You’re known for your discretion and professionalism, especially when handling sensitive information. With a proactive mindset and a team-first attitude, you’re skilled at building and maintaining strong working relationships across all levels of the organization.

**Why work for us?**

We know that our dedicated employees give us a lot and are key to our success; in return, we offer a total rewards package that includes:

- Competitive salary of $30.97/hour
- Comprehensive benefits including extended health, dental, and vision coverage
- Health Care & Personal Spending Account
- Paid vacation, sick time, and floating holidays
- Continual training, development, and coaching to support your career growth
- Staff benefits on products such as bank accounts, loans, and mortgages
- A fulfilling career in a progressive organization that embraces leading strategic initiatives
- A workplace that puts community and employees first, supporting local non-profits, student bursaries, and community sponsorships

**Application Deadline**:June 4, 2025

**Anticipated Start Date**: July 1, 2025

**_ We thank all applicants for their interest; however, only short-listed applicants will be contacted._

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