Administrative Assistant

Platinum Recruiting is recruiting an Administrative Assistant in Kelowna for a wealth-management branch. The position supports client-account administration, documentation and branch service standards.

Responsibilities

• Prepare and process account-opening documentation.
• Handle client-service requests and routine account administration.
• Prepare withdrawal, deposit and transfer instructions.
• Respond to inquiries and process account amendments.
• Maintain accurate client records and follow internal service standards.
• Support advisors and branch staff with documentation and administrative follow-up.

• Post-secondary education.
• Strong attention to detail and organization.
• Previous financial-services experience is required.
• Professional communication and client-service skills.
• Ability to complete required industry licensing within 12 months; successful licensing is associated with a wage increase.

Conditions

• Standard office schedule with some flexibility.
• Competitive salary.
• Annual bonus opportunity.
• Extended health benefits.
• Paid time off.
• Location: Kelowna, British Columbia.