Operations & Technology Specialist

RGF Integrated Wealth Management; Vancouver; On-site; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Professional development

Job summary

RGF Integrated Wealth Management in Vancouver is seeking an organized administrative professional for the corporate Operations and Technology Team. You will handle end-user support, onboarding, and system maintenance while coordinating with finance and advisory groups.

The role emphasizes Microsoft 365 tools, data tasks, and documentation, with training provided. A fast-paced environment and team collaboration are required; Vancouver-based work is expected.

Qualifications

• Minimum 2 years of professional administrative experience.
• 1 - 2 years performing front end tech support, acting as first point of contact for internal users.
• Ability to work in a team.
• Highly organized with the ability to work in a fast-paced environment.
• Intermediate knowledge of Office Suite including Excel and PowerPoint.
• Excellent command of written and spoken English.
• Minimum typing speed of 50 wpm.

Responsibilities

• User onboarding, offboarding and change management on all facets of our technology platform, including license management and invoice reconciliation.
• Phone system, printer and AV equipment support while working with various providers for setup, maintenance, changes, troubleshooting and issue tracking.
• Assist in system upgrade testing as a member of the OpsTech team.
• Tracking and follow up required to ensure compliance with Canada’s Anti-Spam legislation.
• Various data administration activities including data extracts, clean-up, reporting and reconciliation across multiple systems including Dynamics CRM, Croesus and Ticoon.
• Reception coverage as part of a team that covers breaks and vacations of primary Receptionist.
• Initial systems end user support with a heavy focus on Microsoft systems including Outlook, Teams, SharePoint and Dynamics CRM.
• Documenting new administration procedures and update existing procedures.
• Note taking and follow-ups for various meetings.
• Various other project, administrative, and operational tasks as required.

Skills

Teamwork

Organization

English proficiency

Typing 50 wpm

Customer support

Tools

Microsoft 365 admin portals

Power BI

Dynamics CRM

SharePoint

Outlook

Excel

Word

PowerPoint

Job description

RGF Integrated Wealth Management in Vancouver is seeking an organized administrative professional for the corporate Operations and Technology Team. You will handle end-user support, onboarding, and system maintenance while coordinating with finance and advisory groups.

The role emphasizes Microsoft 365 tools, data tasks, and documentation, with training provided. A fast-paced environment and team collaboration are required; Vancouver-based work is expected.