administrative assistant
Posted on July 10, 2026 by Employer details Money Strategies Financial
Job details
*Job Title*: Administrative Assistant *Location*: Onsite *Job Overview*: We are seeking a motivated and organized individual to support a Certified Financial Planner specializing in financial planning, investment funds, and insurance products. While previous experience in the financial industry is beneficial, it is not mandatory. This is a great opportunity for someone looking for a full-time or part-time position with flexible working hours. *Key Responsibilities*: * Assist in organizing client files, financial documents, and portfolios. * Prepare reports and summaries for client meetings and follow-ups. * Help with scheduling appointments and managing calendars for client consultations. * Communicate effectively with clients to gather required information and answer basic inquiries. * Support with insurance paperwork, investment fund documentation, and other financial planning tasks. * Maintain a high level of confidentiality and attention to detail. *Qualifications*: * Strong organizational skills with the ability to manage multiple tasks. * Excellent communication skills, both written and verbal. * Friendly, professional demeanor with a positive attitude. * Ability to work independently with minimal supervision. * Previous experience in financial services is a plus, but not required. *Ideal for*: * An individual looking for a full-time or part-time position with flexible working hours. * Someone seeking to advance their career in the financial services industry. *Office Hours*: Monday to Friday, 4 ? 8 hours per day Pay: $20.00-$22.00 per hour Flexible language requirement: * French not required Education: * Bachelor's Degree (required) Experience: * Administrative: 1 year (required) Language: * Mandarin/Cantonese (required) Work Location: In person- Location Burnaby, BC
- Work location On site
- Salary$20.00 to $22.00HOUR hourly
- Terms of employment Full time
- Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #10197005299
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