Current jobs related to Financial Assistant - Kelowna, British Columbia - Potentia Human Resources Inc.

  • Financial Assistant

    2 weeks ago

    Kelowna, British Columbia, Canada Potentia Human Resources Inc. Full time $23 - $25

    Position SummaryOur client, Connect Counselling & Therapy Society is a nonprofit organization that has been providing trauma-informed counselling and support services in the Central Okanagan for nearly 40 years. With funding from Interior Health and provincial ministries, Connect delivers accessible programs that foster mental health and well-being for...

  • Certified Financial Planner

    23 hours ago

    Kelowna, British Columbia, Canada SAFE HARBOUR FINANCIAL SOLUTIONS INC. Full time $60,000 - $120,000 per year

    Company DescriptionSafe Harbour Financial Solutions Inc. is dedicated to guiding families and business owners through the complexities of financial planning and securing lasting legacies. With over two decades of experience, the firm specializes in personalized strategies for retirement planning, estate planning, and business succession. Safe Harbour...

  • Financial Bookkeeper

    1 week ago

    Kelowna, British Columbia, Canada Gen 7- Oneida Gas Full time $60,000 - $65,000 per year

    Job Title: Financial BookkeeperLocation: Kelowna, BCEmployment Type: Full-TimeAbout the RoleWe are seeking a detail-oriented and proactive Financial Bookkeeper to join our team. This role involves financial reporting, bookkeeping, and operational support across multiple related operating and holding companies. The ideal candidate will have strong...

  • Financial Planner, Scotia Financial Planning

    2 weeks ago

    Kelowna, British Columbia, Canada Scotiabank Full time $60,000 - $120,000 per year

    Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture."Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our "Financial Advisor Investment and Retirement planning" postings."What is the role of a...

  • Chief Financial Officer

    15 hours ago

    Kelowna, British Columbia, Canada Next International Full time $120,000 - $200,000 per year

    We are currently conducting a CFO search for a Kelowna (BC) based "incubator" that funds several start-up companies in various sectors. In this newly created role, the incoming Chief Financial Officer will be responsible to lead all of the companies (private and public) from a financial perspective. As an effective leader in financial decision-making, the...

  • Financial Planning Coordinator

    16 hours ago

    Kelowna, British Columbia, Canada Okanagan College Full time $65,915 - $92,281 per year

    Position InformationPosition NumberS01197Position TitleFinancial Planning CoordinatorDivision/PortfolioFinancial ServicesDepartment/ProgramFinance DepartmentLocationKelownaOther Flexible Work OptionsYour OpportunityUnder the supervision of the Associate Director, Financial Planning, the Financial Planning Coordinator is responsible to support the...

  • Financial Business Analyst

    1 week ago

    Kelowna, British Columbia, Canada Interior Health Full time $74,618 - $107,264 per year

    Interior Health is hiring a permanent full-time Financial Business Analyst, Major Capital Projects who is passionate about making a difference in healthcare.Location: This position is located at the Community Health & Service Centre in Kelowna, B.C. What we offer:An attractive remuneration packageExcellent career prospectsEmployer paid...

  • Senior Financial Advisor

    23 hours ago

    Kelowna, British Columbia, Canada First West Credit Union Full time $100,000 - $120,000 per year

    DescriptionWe are currently seeking a Senior Financial Advisor to join our team in Kelowna with our Valley First division.The Senior Financial Advisor provides exceptional customer service to a portfolio of members by offering a full range of investment, deposit and complex lending services. The Senior Financial Advisor identifies member life stage cycle and...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    Kelowna, British Columbia, Canada Ridge North America Full time $60,000 - $90,000 per year

    Financial Planning & Analysis (FP&A) Analyst– Hospitality & Tourism,Ridge North America, Kelowna, BCAbout RidgeRidge North America is a tourism development company headquartered in Kelowna, British Columbia, Canada that specializes in a Play, Stay, Live development philosophy. A dynamic and innovative company dedicated to creating unforgettable experiences...

  • Operations Financial Analyst

    15 hours ago

    Kelowna, British Columbia, Canada FortisBC Full time US$42,000 - US$110,000 per year

    Affiliation: MoveUPEmployment Status: Full-Time TemporarySalary: $41.39 hourlyWorkplace Flexibility: NoTemp Duration: 18 monthsPosting End Date: open until filledAs the province's largest energy provider with more than 100 years of knowledge and experience, we proudly deliver renewable energy, natural gas, electricity and propane to 1.3 million...

Financial Assistant

2 weeks ago

Kelowna, British Columbia, Canada Potentia Human Resources Inc. Full time $90,000 - $120,000 per year
Position Summary

Our client, Connect Counselling & Therapy Society is a nonprofit organization that has been providing trauma-informed counselling and support services in the Central Okanagan for nearly 40 years. With funding from Interior Health and provincial ministries, Connect delivers accessible programs that foster mental health and well-being for individuals, couples, and families. As demand for services continues to grow, the team remains committed to creating a safe, supportive, and adaptable workplace rooted in care and community. 

They are seeking a professional and compassionate Financial Assistant to join their team in Kelowna, BC. Reporting to the Manager of Finance, this role will support the accounting function in addition to managing the accounts receivable. This position requires a highly organized individual with excellent communication skills and a strong understanding of client confidentiality in a counselling setting. Flexibility, attention to detail, and the ability to work well in a team is required for this role. You'll support both the counselling and leadership teams and help uphold a warm, client-centered culture.  Additionally, they are in an exciting growth period so the ability to support change and adapt is critical

Key Responsibilities
  • Process and post all payments, refunds, invoices;
  • Prepare and post invoices and submit to various agencies for payment;
  • Create and update quarterly and annual statistics spreadsheets;
  • GST tracking and reconciliation;
  • Create and run reports in Jane;
  • Troubleshoot any Jane issues or questions;
  • Update and create new counsellor appointment sessions in Jane;
  • Create and manage insurance policies in Jane and review for accuracy;
  • Communicate with clients regarding payment inquiries and receipts and provide credit card link if necessary;
  • Manage deposits and deferred revenue tracking and reconciliation;
  • Manage and post donations and create charitable donation receipts;
  • Provide back-up for Financial Coordinator;
  • Work closely with other team members to support clinic operations;
  • Ensure strict confidentiality of client information, in line with privacy laws and agency policies.


Requirements
  • High school diploma or equivalent experience required;
  • Post-secondary education in finance or a related field is an asset;
  • Experience with a bookkeeping system such as Sage or Quickbooks preferred;
  • Minimum 3 years of experience in a financial assistant role, preferably in a counseling, healthcare, or nonprofit setting;
  • Experience with an asset;
  • Strong computer and Excel skills;
  • Excellent communication, organizational, and time-management skills;
  • Aptitude to support change and growth;
  • Ability to work with discretion and maintain confidentiality;
  • Calm, grounded presence in an occasionally fast-paced and emotionally sensitive environment.

Please note: Due to the nature of the role, candidates will be required to complete a Criminal Record Check under the BC Criminal Records Review Act, including screening for work with vulnerable populations.



Benefits

This part-time role is anticipated to be approximately 18 hours per week, with some flexibility occasionally required. The position offers a competitive hourly wage of $23–$25, along with a comprehensive benefits package available after a 3-month probationary period. Benefits include 50% employer-paid extended health coverage, paid vacation, sick leave, personal days, life insurance, and long-term disability.

If you are a detail-oriented and compassionate professional who thrives in a supportive, mission-driven environment, we encourage you to apply. Please submit your resume as soon as possible, We look forward to hearing from you