Job Description

Position Overview

The Administrative Assistant will provide direct administrative and operational support to the Financial Advisor, ensuring efficient workflow, exceptional client service, and accurate record-keeping. This role requires excellent communication skills, attention to detail, and the ability to handle sensitive information with discretion.

Key Responsibilities

Manage calendars, schedule meetings, and coordinate client appointments. Prepare, process, and track financial forms, applications, and account documents. Maintain accurate client files (physical and electronic) in compliance with industry regulations. Serve as the first point of contact between client inquiries and the advisor, providing friendly and professional service. Manage confidential and sensitive information with the utmost discretion. Take full responsibility for assigned tasks, ensuring they are completed accurately and on time. Handle incoming emails and correspondence and communicate with the advisor timely. Assist in preparing for client meetings, prepare agenda, create meeting folders, and arrange meeting materials. Track and follow up on pending transactions, ensuring timely completion. Ensure compliance with privacy, confidentiality, and financial industry regulations.

Qualifications & Skills

2+ years of administrative experience (financial services or professional services preferred). Strong organizational skills with the ability to prioritize tasks and meet deadlines. Excellent verbal and written communication skills. Proficiency in Microsoft Office Suite (Word, Excel, Outlook); familiarity with CRM software is a requirement. Technology Friendly and familiar with using Social Media and Other Software's. High level of professionalism, discretion, and integrity. Ability to work independently and as part of a team.

Employment Details

Job Type:

Full-time

Location:

Hybrid (Office located in North Vancouver)

Compensation:

Competitive salary, benefits, and potential for growth.

Contact Information:

Phone no.- 778.998.8324 Email - anita@dalakotifinancial.com
Interested candidates can send their resume on the above mentioned email address.

Note- If not a Canadian Citizen or a PR, applicants must have a valid work permit for at least two years.

Job Type: Full-time

Pay: From $20.00 per hour

Expected hours: 40 per week

Work Location: Hybrid remote in North Vancouver, BC V7H 1H5