Program Assistant III - Community Facilitator Child Care

City of Vancouver; Vancouver; On-site; CAD 52,000 - 70,000; Full time

Benefits offered by this job

Extended healthcare

RRSP matching

Life & critical illness insurance

Education subsidy program

Job summary

City of Vancouver is seeking an Administrative Assistant to support our Elite Wealth Management team. You will manage day-to-day administrative and operational tasks, coordinate client meetings, prepare materials for reviews, and maintain accurate client records with strict compliance.

The role requires at least 1 year of relevant experience in financial services, excellent communication, and fluency in English and Cantonese. Proficiency with MS 365, Zoom, and CRM systems is essential.

Qualifications

• Candidates must have post-secondary education and at least 1 year of relevant experience in financial services, insurance, wealth management, or related industry.
• Excellent written and verbal communication skills; fluent in English and Cantonese.
• Proficiency with MS 365, Zoom, and CRM systems; able to work independently under pressure.

Responsibilities

• Provide day-to-day administrative and operational support to Financial Advisors and Paraplanners.
• Assist with preparing materials and documentation for client meetings and account reviews.
• Maintain accurate and up-to-date client records in accordance with policies and compliance requirements.
• Coordinate client appointments and meeting logistics, including Zoom links and confirmations.
• Assist with document organization, filing, and data entry.

Skills

Attention to detail

English-Cantonese

Independent under pressure

Fast-paced environment

Strong communication

Education

Post-secondary education

LLQP license (asset)

Tools

MS 365

Zoom

CRM software

Job description

Title: Administrative Assistant

As part of our Elite Wealth Management team, you will share our philosophy that is focused on our client’s success, we provide insightful and personalized financial advice that is designed to achieve the individual needs of our clients. Operating at the highest levels of integrity and transparency, we give our clients clarity and peace of mind about their financial future.

We want the best for our clients and their families, and value strong, long-term relationships that are built on understanding their unique situations.

Our experience and insight allow us to create tailored financial plans based on each of our client’s unique financial needs.

We are committed to building long‑term financial wealth and to guiding our clients every step of the way.

We are looking to hire an Administrative Assistant to support our financial planning practice.

Duties and Responsibilities

• Provide day-to-day administrative and operational support to Financial Advisors and Paraplanners.
• Assist with preparing materials and documentation for client meetings and account reviews.
• Maintain accurate and up-to-date client records in accordance with company policies and compliance requirements.
• Respond to client inquiries in a timely, professional, and service-oriented manner, and coordinate follow-up as needed.
• Assist with the preparation and processing of applications and documentation for insurance and investment products.
• Support client service requests by preparing required forms, coordinating signatures and documentation, and following requests through to completion.
• Coordinate client appointments and meeting logistics, including scheduling, meeting room arrangements, Zoom links, and appointment confirmations.
• Review documents and paperwork for completeness and accuracy before submission and help ensure documentation meets applicable compliance requirements.
• Coordinate paramedical appointments between clients and service providers in connection with life and critical illness insurance applications.
• Communicate and follow up with clients, advisors, service providers, and internal team members to help ensure requests are completed efficiently.
• Assist with document organization, filing, data entry, and other administrative processes that support the day-to-day operations of the team.
• Other ad hoc duties as necessary

Qualifications

• Post-secondary education
• Minimum 1 year of relevant working experience in financial services, insurance, wealth management, or a related industry
• Extremely detail oriented
• Proficient with technology (MS 365, Zoom, CRM software, etc.)
• Excellent written and verbal communication skills
• Able to work independently under pressure, prioritize tasks efficiently, and enjoy a fast-paced environment
• A results-oriented problem-solver with a strong sense of initiative
• Fluent in English and Cantonese, both written and spoken
• LLQP license is an asset

Base salary: $52,000 - $70,000 per year, commensurate with experience and qualifications

Company benefits include:

• Extended healthcare
• RRSP matching
• Life & critical illness insurance
• Education subsidy program

Schedule: Monday to Friday, 9:30 am - 5:30 pm (7 hours/day)