Finance Admin Assistant - 4-Day Week, In-Office, Vancouver

AppleOne; Vancouver; On-site; CAD 35,000 - 42,000; Full time

Job summary

A financial services company based in Downtown Vancouver is seeking an Administrative Assistant to support client communications and manage administrative duties. This permanent position requires attention to detail and strong organizational skills. The ideal candidate has experience in administrative support, particularly in investment or finance, and is proficient with CRM software and Microsoft 365. The role is full-time, 4 days per week in the office with a salary up to $42,000.

Qualifications

• Proven experience in administrative support or related roles.
• Previous experience in the investment / finance industry.
• Good interpersonal skills and ability to work well with others.
• Excellent communication skills – both verbal and written.
• Ability to multitask and prioritize tasks effectively.

Responsibilities

• Schedule and coordinate meetings with clients.
• Assist in arranging meeting logistics.
• Respond to client enquiries via phone and email.
• Handle investment paperwork and administration.
• Generate and prepare reports for clients.

Skills

Attention to detail

Interpersonal skills

Problem-solving skills

Organizational skills

Communication skills

Multi-tasking

Tools

Microsoft 365

CRM software

Mailchimp

DocuSign

Gmail Workspace

Job description

A financial services company based in Downtown Vancouver is seeking an Administrative Assistant to support client communications and manage administrative duties. This permanent position requires attention to detail and strong organizational skills. The ideal candidate has experience in administrative support, particularly in investment or finance, and is proficient with CRM software and Microsoft 365. The role is full-time, 4 days per week in the office with a salary up to $42,000.