Executive Administrative Assistant

ADMINISTRATIVE ASSISTANT FOR TEAM OF FINANCIAL ADVISORS
NANAIMO, BC

Are you hard working with a great attitude looking to learn, grow and advance in the financial planning industry? This is a unique opportunity to work with two teams totaling three advisors who are looking to add the right person to their team.

We provide a full range of financial products and services to working and retired families, entrepreneurs, professionals and business owners in Nanaimo, Oceanside and Port Alberni area.

Drawing on previous experience in an administrative role, you will be responsible for providing complete administrative support while operating in a fast-paced, confidential, multi-tasking environment. You must be a team player, self-motivated, highly organized individual with an ease for communication and a passion for client service.

WHAT YOU'LL DO
Provide full administrative support to a large financial planning practice including but not limited to the following:

- Welcome clients and manage incoming calls and email inquiries.

- Schedule and coordinate client meetings (in-person, virtual, and phone)

- Prepare client files, documentation, and forms

- Process client transactions within internal systems (Salesforce and Transact), ensuring accuracy and follow-up

- Ensure compliance requirements are consistently met

- Coordinate team calendars and schedules

- Assist with client communications, including newsletters and events

- Maintain office supplies and support general office operations

WHAT YOU'LL BRING

- Strong work ethic and reliability

- Ability to work independently but also as an integral part of our Team

- 2+ years of administrative experience (financial services experience is an asset)

- Proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint, Teams)

- Strong communication skills, both verbal and written with excellent interpersonal skills

- Highly organized with attention to detail and able to manage multiple priorities

- Comfortable learning new technology platforms (Salesforce experience is an asset)

COMPENSATION & DETAILS

- Three-month probationary period

- Full-time, in-office position, business attire required

- Salary $48,000.00-$52,000.00 per year

- A security check will be required

Job Types: Full-time, Permanent