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    • Deliver best‑in‑class customer service to every client—greeting, phones, inbox, scheduling, meeting prep, and paperwork—while moving cases forward with fund…
    • Candidates must be available to work at least one weekend day (Saturday or Sunday) each week.*.
    • Applicants may choose either Richmond or Burnaby as their…
    • Develop and Execute Digital Campaigns:*.
    • Design and implement online marketing campaigns (SEO, SEM, email marketing, social media, content marketing, etc.).
    • Taxi service when public transportation is not available.
    • Must be available to work overnight shift (11:00pm – 7:00am) and weekends.
    • 15 days of paid vacation.
    • The ideal candidate has a background in interior/architectural design or mechanical engineering, is comfortable working in both office and shop environments,…
    • We are seeking someone who is organized, professional, and enjoys working with patients in a welcoming, fast-paced environment.
    • Business development - Deeply understand your local market and potential client base to create sales plan that will convert leads into new clients.
    • As the first point of contact for our office, you will play a crucial role in providing exceptional customer service and ensuring smooth operations.
    • We are looking for a passionate, hard-working Dental Assistant (Certified Dental Assisting or certificated to take x-rays and chairside dental assisting) to…
    • We will invest in you… Professional and personal growth State-of-the-art dental office with the highest level of dental competency.
    • This is achieved by speeding up the quoting pipeline, encouraging Outside Sales to gather valuable market intelligence, piecing together that intelligence into…
    • A minimum of 1 years of front office dental experience is required.
    • Minimum of 1 years of dental front office experience.
    • Reporting any acute changes in patients to their primary care provider, or to the program coordinator if the primary care provider cannot be reached.
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    • We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses…
    • However, for employees who wish to pursue their CPA designation, the firm encourages and supports continued professional development through the CPA program.
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Job Post Details

Client Service & Administrative Assistant (Wealth & Insurance) - job post

Financial (Insurance and Investment) Firm
Richmond, BC
$18.25–$25.00 an hour - Permanent, Full-time

Job details

Pay

  • $18.25–$25.00 an hour

Job type

  • Permanent
  • Full-time

Location

Richmond, BC

Full job description

About the role

Be the first impression and the operations hub for our advisors. Deliver best‑in‑class customer service to every client—greeting, phones, inbox, scheduling, meeting prep, and paperwork—while moving cases forward with fund companies, insurers, and banks. You work precisely to SOPs, under time pressure, with flawless documentation and CRM hygiene.

What you’ll do

Client experience & front desk

  • Deliver the best customer experience to every client, every time across in‑person, phone, and video touchpoints.
  • Triage inquiries and resolve or escalate quickly per SOPs; capture all touchpoints in CRM.
  • Manage calendars, room bookings, confirmations, agendas/kits, and post‑meeting follow‑ups.

Advisor & case support

  • Prepare and QC applications and e‑signature packages; collect IDs; submit complete, accurate files.
  • Liaise with carriers/fund companies/banks to track new business, transfers, payouts, and outstanding requirements; clear blockers proactively.
  • Maintain orderly digital/paper files and audit‑ready CRM logs.

Marketing & events

  • Plan and execute client seminars/webinars/appreciation events end‑to‑end (objectives, run‑of‑show, guest list, RSVPs).
  • Venue & vendor management: holds, quotes, terms, AV/photography/catering/printing/signage; manage budgets and timelines.
  • Produce compliant collateral (agendas, handouts, email invites); coordinate post‑event follow‑ups and feedback tracking.

Operations & reporting

  • Maintain trackers/dashboards; produce weekly/monthly pipeline, service, and production reports.
  • Monitor SLAs, expiries, transfer statuses, and key dates; drive on‑time completion.

Compliance & privacy

  • Follow SOPs for identification, record‑keeping, and escalation related to AML/ATF; support KYC updates as directed by the registrant.
  • Protect personal information per policy and applicable privacy legislation.

What you bring — Must‑haves

  • 2+ years of high‑volume, client‑facing admin (bank/wealth/insurance or similar).
  • Fluent English, Mandarin and/or Cantonese;
  • Polished written/verbal communication and professional phone etiquette.
  • High pressure tolerance and strong time management
  • Highly attention to details
  • Independent problem‑solving with consistent follow‑through.
  • Compliance mindset: follows SOPs precisely; maintains complete, current records; protects client privacy.
  • Tech‑savvy with Microsoft 365 (Outlook/Excel/Word/Teams/SharePoint), CRM, and e‑signature tools (e.g., DocuSign/Adobe Sign).
  • Valid driver’s licence and access to a reliable car for events/off‑site errands.
  • Legally entitled to work in Canada; background check clearance.

Nice‑to‑haves

  • Experience coordinating with fund companies/insurers/banks; familiarity with transfers and new‑business workflows.
  • LLQP (or willingness to complete) and/or foundational securities education (CSC/CPH) for growth in a regulated environment.
  • Prior experience supporting seminars/webinars or marketing communications.

How to apply
Apply with your resume on Indeed and include a short note on how you deliver “best-in-class” client service.

We thank all applicants. Due to high volume of applicants, only selected applicants will be contacted.

Job Types: Full-time, Permanent

Pay: $18.25-$25.00 per hour

Expected hours: 30.0 – 40.0 per week

Experience:

  • customer service: 2 years (preferred)
  • Financial services: 2 years (preferred)

Language:

  • Mandarin (preferred)
  • Cantonese (preferred)

Work Location: In person

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