More jobs:
Financial Services Office Administrator
Job in
Abbotsford, BC, V2S 0A1, Canada
Listing for:
Ascenthya
Full Time
position
Listed on 2026-11-06
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Bring organization and client service skills to a full-time, salaried Office Administrator role supporting a busy financial firm.
You will keep daily office operations organized while helping clients, advisors, and partner companies. The work includes scheduling, client records, application paperwork, and follow-ups. Accuracy, privacy, and clear communication are essential when handling confidential information.
Key Responsibilities:- Greet clients and respond thoughtfully to calls and emails
- Manage calendars and schedule advisor client meetings
- Prepare, review, and track insurance and investment applications
- Maintain accurate, complete, and secure client records
- Follow up with insurance and investment partner companies
- At least one year of office administration or client service experience
- High school diploma or equivalent
- Clear written and spoken English
- Willingness to sign a confidentiality agreement
- Legal right to work in Canada
Use organization, confidentiality, and client service skills to support advisors and clients across essential financial office operations.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).