Administrative Assistant
4 days ago
**WHAT**: Administrative Assistant, Financial Services, Full-time
**WHERE**: Victoria
Arbutus Financial is a comprehensive financial services firm, serving the needs of individuals, companies, business owners and their families. Located in Victoria, we have a thriving practice, brilliant and thoughtful clients, and a fun and dynamic work environment.
Our team is committed to our clients and to each other both personally and professionally. We hold values that are Professional, Accountable, Committed and Thorough - this is our PACT. We are world class at what we do, how we treat each other and our clients and what we contribute to our community. We take our roles seriously and enjoy a joyful team spirit, as we work together to nurture the needs and dreams of our clients. Arbutus Financial is also a proud partner of Navacord, one of Canada’s top four commercial insurance brokerages and a leader in wealth and risk management services.
As a key part of the Arbutus Financial family, you will be responsible for all major administrative aspects of the firm. These include processing insurance and investment transactions, follow-up to confirm completion and accuracy, database management, client contact, written correspondence, filing and other administrative duties. You will work closely with other team members locally and in other Arbutus Financial offices in the servicing of our clientele.
Some natural gifts you possess are resourcefulness, accuracy, strong organizational and analytical skills, high capacity for learning, flexible, ability to work independently and as part of a small team, kind, warm, sense of humour and strong computer skills. Also, you will be a self-starter with the ability to make choices that are in service of the team and our clients. You will be a finisher, with great pride in your quality of work. Finally, you will be a clear and professional communicator with a desire to write, report and represent Arbutus Financial in various ways.
Major Responsibilities and Duties
**1. PROCESSING**
Ensuring all investment and insurance paperwork is accurately completed. Taking copies and forwarding originals to appropriate financial institutions. Timely handling of all paperwork. Ability to meet multiple deadlines under pressure.
**2. FOLLOW-UP**
Systematic follow-up as appropriate to ensure client transactions and requests are completed accurately and on time. Investigate and resolve inquiries and refer them to the financial advisor when appropriate. Intuitive approach to resolving issues promptly and effectively.
**3. TECHNOLOGY**
Quick, accurate and effective with technology. Managing and maintaining with high accuracy our CRM database. Competency with MS Office, Dataphile, and other software tools.
**4. CONTACT**
**5. WRITTEN**
**6. FILING**
Filing of all client documentation, filing of all financial institution information.
**7. OTHER ADMINISTRATIVE**
Preparation for client meetings, handling of mail, courier and fax, maintaining office supplies.
Maintain and keep Procedure Manual current, in conjunction with other staff, outlining step-by-step instructions for all major procedures.
Compensation is commensurate with experience and abilities. This includes an attractive base salary, a great work environment, benefits plan, RRSP plan and additional individual and team recognition for commitment and performance.
**Job Types**: Full-time, Permanent
**Salary**: $45,000.00-$50,000.00 per year
Schedule:
- 8 hour shift
Work Location: In person
-
Administrative Assistant
7 days ago
Victoria, Canada WestCana Services Full timePart-time Administrative Assistant - The Heights at Mt. View - Long-Term Care Pro Vita is looking for Administrative Assistant with a passion for the elderly to join our team to support our residents in Victoria. Position: Part-time Administrative AssistantAddress: 3814 Carey Road, Victoria BC V8Z 4C4 Hourly rate: $26Shift(s): 3 days per week, 22.5 hours...
-
Administrative Assistant
2 weeks ago
Victoria, Canada Community Roots Support Services Full timeHere we grow again! Community Roots Support Services is a fast growing company that continues to expand in order to better serve the community and the individuals we support. We are looking to add an administrative assistant to our skilled team in order to facilitate continued smooth operation of the company, and allow for further growth and optimization of...
-
Administrative Assistant
2 weeks ago
Victoria, Canada Bayshore HealthCare Full timeThe Administrative Assistant, under the direction of the immediate Supervisor, provides administrative support in various areas as needed, coordinates internal/external communication in addition to other office duties as requested. **DUTIES AND RESPONSIBILITIES** - Complete correspondence including letter writing and text editing. - Prepare reports and...
-
Administrative Assistant
6 days ago
Victoria, British Columbia, Canada Central Walk Mayfair Shopping Centre Full time $40,000 - $45,000 per yearAdministrative Assistant - MAYFAIR SHOPPING CENTREDepartment: Mayfair Shopping Centre – Administration OfficePosition: Permanent Full-timeOur ideal candidate is a people person who has experience working in Customer Service and Administration but most importantly is a team player who is accurate and organized. A willingness to be flexible and openness to...
-
Administrative Assistant
2 hours ago
Victoria, Canada Wayside House Full timeJob Overview: **Responsibilities**: - Perform clerical duties such as filing, typing, copying, binding, scanning, update forms, manuals etc. - Assist with computer file organization - Post on social media - Answer and direct phone calls with professionalism and courtesy - Assist with events, helps with activities - Provide excellent customer service to...
-
Administrative Assistant
1 week ago
Victoria, Canada University of Victoria Full timeOrganizational Unit - University of Victoria -> Faculty of Engineering and Computer Science -> Fac of Engineering - General - Location - University of Victoria - Victoria, BC V8W 2Y2 CA (Primary) - Posting Close Date - 11 September 2025 - Please note that positions will close at 4 p.m. on the closing date. - FTE - 1 - Salary Grade - $4,363.00 - $4,525.00 -...
-
Administrative Assistant
4 weeks ago
Victoria, Canada University of Victoria Full timeReporting to the Administrative Officer and working closely with the Chair and other administrative staff in the School of Languages, Literatures and Cultures, this position will provide administrative support during the transition from four departments into one interdisciplinary School. The Administrative Assistant assists with social media coordination,...
-
Administrative Assistant
1 week ago
Victoria, Canada Inn at Laurel Point Full time**Job Title**:Administration Assistant **Job Status**:Permanent **Start Wage**: $58,000 per annum **Summary of Position**: The Administration Assistant is responsible for the daily administration (“Administration”) of the Executive Office of the General Manager/Managing Director and the Rooms Division of the hotel. **Responsibilities**: - Manages...
-
Administrative Assistant
2 weeks ago
Victoria, Canada Selkirk Montessori School Full timeGeneral job Description: The Administrative Assistant is responsible for providing administrative and database management to ensure that services are provided in an accurate, effective, and efficient manner. The Administrative Assistant assumes responsibility of the following roles: - Student Information Systems management, including MyEd BC, Transparent...
-
Administrative Assistant
2 days ago
Victoria, Canada Daxtech IT Solutions Full timeAre you an organizational superstar eager to be the backbone of a pioneering IT firm? Daxtech IT Solutions is on the lookout for an Administrative Assistant who thrives in a bustling, innovative environment in Victoria, BC. Join us and become an integral part of a team that fuels businesses with cutting-edge IT solutions and an unwavering commitment to...