About Wiseconomy:
Wiseconomy is a financial services firm based in Abbotsford, BC, specializing in insurance, financial planning, and wealth education for Canadians. We are a growing team that values professionalism, initiative, and a client-first mindset.
About the Role:
We are looking for a reliable and organized Administrative Assistant to join our Abbotsford office. This is a client-facing, team-support role that sits at the heart of our daily operations. The right candidate is a strong communicator, detail-oriented, and comfortable managing multiple priorities in a professional environment. Training will be provided.
Key Responsibilities:
Client Support & Relationship Management
- Greet and manage client interactions with professionalism (in-person, phone, and email)
- Book and manage annual client follow-up appointments
- Prepare and send thank-you notes and client appreciation touchpoints
- Build client proposals and presentation packages for advisor meetings
Operations & Compliance
- Assist with compliance paperwork and ensure documentation is completed accurately and on time
- Maintain and update our manual CRM system with client records and activity logs
- Oversee team licensing and contracting paperwork
- Support advisors in completing client and application paperwork
Team & Sales Support
- Work collaboratively with the team to ensure smooth daily operations
- Contribute ideas to support business growth and improve client retention
- Assist with additional tasks as requested by leadership
What We're Looking For:
- Minimum 1 year of experience in a receptionist, client-handling, or administrative support role
- Strong verbal and written communication skills
- Highly organized with the ability to manage multiple tasks and deadlines
- Comfortable working with manual systems and attention to detail in paperwork
- Team player with a proactive attitude
- Experience in financial services is an asset but not required
To Apply:
Send your resume to [email protected] with the subject line "Administrative Assistant Application."
Only shortlisted candidates will be contacted for a phone screening.
Pay: $20.00-$23.00 per hour
Benefits:
- Company events
- On-site parking
Work Location: In person
