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administrative assistant

Posted on July 28, 2026 by Employer details WISECONOMY WEALTH SOLUTIONS IN

Job details

*About Wiseconomy:* Wiseconomy is a financial services firm based in Abbotsford, BC, specializing in insurance, financial planning, and wealth education for Canadians. We are a growing team that values professionalism, initiative, and a client-first mindset. *About the Role:* We are looking for a reliable and organized Administrative Assistant to join our Abbotsford office. This is a client-facing, team-support role that sits at the heart of our daily operations. The right candidate is a strong communicator, detail-oriented, and comfortable managing multiple priorities in a professional environment. Training will be provided. *Key Responsibilities:* _Client Support & Relationship Management_ * Greet and manage client interactions with professionalism (in-person, phone, and email) * Book and manage annual client follow-up appointments * Prepare and send thank-you notes and client appreciation touchpoints * Build client proposals and presentation packages for advisor meetings _Operations & Compliance_ * Assist with compliance paperwork and ensure documentation is completed accurately and on time * Maintain and update our manual CRM system with client records and activity logs * Oversee team licensing and contracting paperwork * Support advisors in completing client and application paperwork _Team & Sales Support_ * Work collaboratively with the team to ensure smooth daily operations * Contribute ideas to support business growth and improve client retention * Assist with additional tasks as requested by leadership *What We're Looking For:* * Minimum 1 year of experience in a receptionist, client-handling, or administrative support role * Strong verbal and written communication skills * Highly organized with the ability to manage multiple tasks and deadlines * Comfortable working with manual systems and attention to detail in paperwork * Team player with a proactive attitude * Experience in financial services is an asset but not required To Apply: Send your resume to info@wiseconomy.ca with the subject line "Administrative Assistant Application." Only shortlisted candidates will be contacted for a phone screening. Pay: $20.00-$23.00 per hour Benefits: * Company events * On-site parking Work Location: In person