Admin Assistant
Comox, BC, CA, Canada
Job Description
Gee Gibson & Associates, a growing financial planning practice in Comox, is seeking an organized and client-focused Administrative Assistant / Client Service Associate to support a team of three Certified Financial Planners (CFP professionals).
This role is ideal for someone who enjoys delivering a high-quality client experience, managing administrative details, and supporting a professional advisory team in a fast-paced office environment.
Key Responsibilities
Serve as the first point of contact for clients, including phone, email, and in-person inquiries Schedule and coordinate client meetings (in-person, virtual, and phone) Prepare client files, forms, and documentation, including e-signatures Maintain and update CRM records and follow up on daily client transactions Support compliance processes and monitor transfer requests Coordinate team schedules, travel, onboarding, and general office operations Assist with newsletters, social media updates, and client events Prepare reports, presentations, and professional correspondence
Qualifications
Minimum 2 years of administrative experience (financial services experience an asset) Post-secondary education in business, finance, or administration (preferred) Proficiency in Microsoft Office 365 (Outlook, Word, Excel, PowerPoint, Teams, Zoom) Strong communication skills, organization, and attention to detail Comfortable learning new technology platforms (Salesforce experience an asset) Ability to manage multiple priorities independently and as part of a team Experience with social media tools (e.g., Hootsuite) is an asset
Job Type: Full-time
Pay: $22.00-$32.00 per hour
Expected hours: 40 per week
Work Location: In person
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Job Detail
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Job IdJD3345970
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationComox, BC, CA, Canada
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EducationNot mentioned