Administrative Coordinator
Location: Kelowna, BC
Position Status: OPEN
Salary: $60,000 - $65,000 per year
Our Kelowna-based client is a dynamic and growing organization committed to delivering exceptional financial services to their clients. They are seeking a motivated and detail-oriented Administrator to provide professional administrative support to their Financial Services Advisor.
Responsibilities:
Provide comprehensive administrative support to the Financial Services Advisor, including scheduling appointments, managing calendars, and coordinating client meetings.
Prepare, organize, and maintain client files, financial documents, and correspondence with a high degree of accuracy and confidentiality.
Respond to client inquiries promptly and professionally via phone and email.
Perform accurate data entry and maintain up-to-date client information in internal systems.
Assist with the preparation of financial reports, proposals, and presentations.
Ensure compliance with company policies, industry regulations, and confidentiality standards in all administrative duties.
Help to implement and maintain systems.
Requirements:
Proven experience in an administrative or support role in a professional environment.
Strong computer literacy and systems experience, with proficiency in Microsoft Office Suite (Word, Excel, Outlook) and the ability to quickly learn new software and databases.
Excellent organizational skills with the ability to manage multiple priorities, meet deadlines, and maintain attention to detail in a fast-paced environment.
Strong written and verbal communication skills with a professional and client-focused demeanor.
Self-motivated, adaptable, and able to work both independently and as part of a team.
If you are a proactive and highly organized professional who thrives in a dynamic environment and enjoys supporting a client-focused financial team, we invite you to apply.
To apply please email resume to kristie@kanrecruitment.com
We thank all applicants for their interest; however, only those selected for an interview will be contacted.
