Administrative Assistant

Role overview

Responsibilities

• Draft documents, assist with account openings, and support ongoing projects.
• Manage emails and correspondence, including communications on behalf of the lead advisor.
• Coordinate schedules, meetings, and appointments.
• Help clients set up Online Access and provide troubleshooting and general support.
• Conduct client check-ins and follow up on outstanding service items.
• Coordinate tax packages, meetings, events, and appreciation and relationship-building initiatives.

Requirements

• At least 2 years of experience in a similar role; financial services firm experience is preferred.
• Post-secondary education in a business-related field, completed or in the final semester, is required.
• Excellent written and verbal communication, attention to detail, and multitasking skills.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Ability to work independently, take initiative, solve problems, and learn.
• Comfort working in a fast-paced environment and adapting to changing priorities.

Compensation

• Salary range is $40,000–$50,000, based on education, work experience, and other factors.

Workplace and schedule

• Position is based in the Coquitlam office.
• Schedule is full time.

Screening

• A background verification process, including credit and criminal record checks, is required before employment.