We are looking for a detail-oriented Administrative Assistant to join our client in Kelowna, British Columbia. In this role, you will play a key part in supporting our business operations by ensuring efficient client administration, delivering exceptional service, and assisting with marketing efforts. If you are organized, proactive, and skilled in client-focused tasks, this position offers an excellent opportunity to showcase your abilities.

Responsibilities:

• Oversee client administration processes, ensuring timely investigation and resolution of escalated issues.

• Provide exceptional client service by addressing inquiries, resolving concerns, and processing transactions promptly.

• Assist advisors with portfolio reviews, including entering client trades as directed and identifying potential client needs.

• Coordinate marketing efforts such as preparing materials and organizing events or seminars to support business growth.

• Maintain and update tracking reports for Wealth Advisors, reviewing targets, recommendations, and financial plans.

• Schedule appointments and manage calendars to ensure efficient time management for the team.

• Handle inbound and outbound calls, responding to client requests and inquiries with professionalism.

• Draft and manage email correspondence, ensuring clear and accurate communication.

• Perform data entry and maintain documentation to keep client records organized and up to date.

Requirements:

• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.

• Strong organizational skills with the ability to manage multiple tasks and deadlines.

• Excellent customer service skills with a client-focused approach.

• Experience in handling inbound and outbound calls and responding to inquiries effectively.

• Ability to schedule appointments and manage calendars efficiently.

• Strong written and verbal communication skills, particularly in email correspondence.

• Attention to detail and accuracy in data entry and documentation.

• Previous experience in client administration or a related field is an asset.

Apply now to take the next step in your administrative career with a reputable and supportive wealth advisory team. This opportunity offers strong mentorship, stability, and room for growth—whether in administration or progressing toward licensing and advisory support roles.