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    • Summit Financial | Vernon, BC.
    • Full-Time | 37.5 Hours per Week | In Office.
    • At Summit Financial, we help clients make confident financial decisions and build…
    • This is a full-time, permanent, Out-of-Scope position.
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    • Perform other administrative duties as required to support company operations.
    • Northern Saskatchewan based company is seeking an experienced customer service assistant / office clerk for an entry level position.
    • Proven clerical or administrative experience in an office setting.
    • Your proactive approach and excellent organizational skills will help maintain our busy…
    • Provides backup administrative support to other administrative staff as needed to ensure continuity of operations.
    • Paid vacation days for eligible employees;
    • The Administrative Assistant provides day-to-day support to the CEO and operations of House 'n Order, Southern Georgian Bay's premier Professional Organizing…
    • This vital role offers an exciting opportunity to support daily office operations, streamline administrative processes, and ensure a smooth workflow across…
    • Perform other administrative and accounting-related duties as assigned.
    • Respond to telephone calls, emails, and administrative inquiries.
    • Complete delegated executive and administrative tasks independently, anticipating needs and keeping commitments on track.
    • Extended health care and dental care.
    • Provide general administrative support to management and operations.
    • Full-time position with a growing heavy equipment transportation company.
    • The ideal candidate will provide the necessary assistance and support to the Project Team with planning, organizing, filing, coordinating and management, to…
    • Legal assistant: 3 years (preferred).
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    • Providing administrative support to the Property Manager, including coordinating appointments and maintaining an organized shared calendar.
    • The Receptionist provides front-line customer service and administrative support to the Remarketing department.
    • “How Can I Help” attitude.
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Job Post Details

Financial Services Administrative Assistant
Summit Financial Planners
Vernon, BC
$45,000–$50,000 a year
Permanent, Full-time
Apply now

Job details

$45,000–$50,000 a year
Dental care, Paid vacation
Permanent, Full-time
Vernon, BC

Full job description

Financial Services Administrative Assistant

Summit Financial | Vernon, BC

Full-Time | 37.5 Hours per Week | In Office

About the Role

At Summit Financial, we help clients make confident financial decisions and build long-term financial well-being. We are looking for a detail-oriented, client-focused Financial Services Administrative Assistant to support our advisory team and help deliver an exceptional client experience.

This role is ideal for someone who enjoys building relationships, creating organized and efficient processes, and ensuring clients receive responsive, professional service.

What You'll Do:

Client Experience & Relationship Support

· Create a welcoming, professional, and responsive experience for clients.

· Respond promptly to client inquiries by phone, email, and in person.

· Support client follow-ups and communicate updates.

· Maintain accurate client records.

Administrative & Operational Excellence

· Support advisors with account administration and documentation.

· Process daily client paperwork accurately and efficiently.

· Monitor pending transactions and account activity.

· Coordinate with financial institutions and product providers.

· Accountability for accuracy and meeting timelines.

Organization & Compliance

· Manage multiple priorities while maintaining attention to detail.

· Handle confidential information with discretion.

· Ensure compliance with regulations and internal policies.

· Support special projects and team initiatives.

What You'll Bring

· Strong organizational and time-management skills.

· Commitment to exceptional client service.

· Excellent communication and interpersonal skills.

· High attention to detail and accuracy.

· Eagerness to solve problems and learn.

· Proficiency with Microsoft Office.

Salary, benefits and vacation

· Health and Dental benefits available after 90-day successful probation period.

· Two weeks’ paid vacation

· This is a full-time (37.5 hours/week) in-office role with a starting salary of $45K-50K/year based on experience and industry credentials

Why Join Summit Financial?

Client relationships are at the heart of everything we do. This role offers the opportunity to make a meaningful contribution to both our clients’ experiences, the success of our team and potential career growth opportunities for you.

Pay: $45,000.00-$50,000.00 per year

Ability to commute/relocate:

  • Vernon, BC: reliably commute or plan to relocate before starting work (required)

Work Location: In person

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