13 meilleures offres (office assistant, courtenay, bc) (à pourvoir)

Licensed Administrative Assistant (Wealth Management)
Baker & Associates Private Wealth Management —Courtenay, BC
- De 48 750 $ à 68 000 $ par an
- Temps plein
- Salesforce
- Services financiers
- En présentiel
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 7 jours
Showroom sales and Office Assistant
Woodland Flooring & Countertops —Comox, BC
- À partir de 22 $ de l’heure
- Temps partiel
- Microsoft Excel
- Microsoft Office
- Développement commercial
Postuler rapidement
Medical Office Assistant (Rosewall Women's Clinic)
Westward Medical —Courtenay, BC
- De 23 $ à 25 $ de l’heure
- Temps plein
- Cabinet médical
- En présentiel
- Congés payés
Postuler rapidement
il y a 13 jours
Office Administrator
Pacific Air Mechanical Ltd. —Courtenay, BC
- De 20 $ à 30 $ de l’heure
- Temps plein
- Google Suite
- Compétences rédactionnelles
- Saisie de données
- Congés payés
Postuler rapidement
Office Administrator
Comox Valley Food Bank Society —Courtenay, BC
- À partir de 24 $ de l’heure
- Temps plein
- Expérience administrative
- Saisie de données
- En présentiel
Postuler rapidement
il y a 12 jours
Post Office Assistant - Term
Canada Post —Merville, BC
- 20,54 $ de l’heure
- Sur appel
- Service à la clientèle
- Anglais
- Diplôme d'études secondaires
il y a 11 jours
Administrative Clerk
Island Health —Comox, BC
- De 26,42 $ à 28,25 $ de l’heure
- Traitement de texte
- Compétences rédactionnelles
- Cabinet médical
Medical Office Assistant
Dr. Connal Robertson-More - General Surgery —Comox, BC
- À partir de 29 $ de l’heure
- Temps partiel
- Travail hybride
- Traitement de texte
- Compétences rédactionnelles
- Cabinet médical
Postuler rapidement
il y a 3 jours
Administrative & Marketing Assistant
Royal Bank of Canada —Courtenay, BC
- De 50 000 $ à 60 000 $ par an
- Temps plein
- Traitement de texte
- Saisie de données
- Marketing
il y a 3 jours
Administrative Assistant - Gilman Deters Private Wealth
Harbourfront Wealth Management —Courtenay, BC
- 24 $ de l’heure
- Temps plein
- Microsoft Outlook
- Sens de l'organisation
- Réception
Postuler rapidement
Medical Receptionist/Assistant
Eyes on the Harbour —Comox, BC
- De 23 $ à 28 $ de l’heure
- Temps plein
- Soins médicaux
- Réception
- Nettoyage
- Congés payés
- Assurance Vision
Postuler rapidement
il y a 13 jours
Medical Office Assistant - Naturopathic medicine
Macdonald Centre for Natural Medicine —Courtenay, BC
- À partir de 24 $ de l’heure
- Temps partiel
- Vente
- Diplôme d'études secondaires
- Sens de l'organisation
- Congés payés
Postuler rapidement
Administrative Assistant, Health Promotion
CFMWS —Comox, BC
- De 20,54 $ à 24,91 $ de l’heure
- Traitement de texte
- Compétences rédactionnelles
- Anglais
- Assurance Invalidité
- Assurance Dentaire
il y a 12 jours

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Licensed Administrative Assistant (Wealth Management)

Baker & Associates Private Wealth Management
Courtenay, BC

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Détails du poste

Permanent | Temps plein
De 48 750 $ à 68 000 $ par an
Il y a 7 jours

Profil recherché

Communication avec la clientèle
Développement des relations avec la clientèle
Intégration des clients
Logiciels de gestion de données
Planification des rendez-vous clients
Plateforme Salesforce
Salesforce
Gestion des demandes des clients
Service à la clientèle
Orientation axée sur le service à la clientèle
Soutien à la clientèle
Services financiers
Logiciels de productivité
Gestion des comptes
Compétences en communication
Interaction avec les clients
Gestion du temps

Description complète du poste

At Baker & Associates Private Wealth Management, we believe financial planning is about more than numbers. It is about helping people make informed decisions, achieve their goals, and gain confidence in their financial future. Our commitment to thoughtful planning, trusted relationships, and exceptional client service has helped us build an award-winning practice that puts clients first.

We are seeking a Licensed Administrative Assistant who is organized, proactive, client focused, and committed to excellence. This is an opportunity to become a valued member of a collaborative team where your contributions matter and your professional growth is encouraged.

What You'll Do Client Relationship Management

Build and maintain positive client relationships through professional and responsive communication
Serve as a primary point of contact for client inquiries and requests
Support the delivery of an exceptional client experience at every interaction Foster trust and confidence through proactive service and attention to detail Administrative Support
Assist with account openings, transfers, and other administrative tasks related to client onboarding and ongoing account management
Maintain accurate, organized, and compliant client records using Salesforce and other firm systems
Process unsolicited trade instructions from inbound client requests in accordance with regulatory requirements
Assist with documentation, forms, and workflow management to support practice operations
Handle confidential client information with professionalism, discretion, and accuracy Client Communication
Answer incoming client phone calls, emails, and other inquiries in a professional and timely manner
Respond promptly to client questions, concerns, and requests for information
Coordinate and schedule client meetings and Prepare meeting documentation and follow-up correspondence
Recap meeting notes and distribute client communications as required

What You Bring

Valid Mutual Fund Licensing and/or current CIRO licensing preferred
Strong technical proficiency with Microsoft Office applications and the ability to quickly learn new technology platforms
Salesforce experience is considered an asset
Excellent organizational, prioritization, and time management skills Exceptional attention to detail and commitment to accuracy
Positive, professional, and solutions-focused attitude
Genuine passion for delivering outstanding client service
Professional presentation consistent with a client-facing wealth management environment
Strong written and verbal communication skills
Ability to work independently while contributing positively to a collaborative team environment
High standards of professionalism, integrity, and confidentiality

Pay: $48,750.00-$68,000.00 per year

Benefits:

Company events
Dental care
Extended health care
On-site parking
Paid time off
RRSP match
Vision care

Application question(s):

Cover Letter mandatory with what exceptional client service means to you.

Work Location: In person

Postuler rapidement

Affinez votre recherche

office assistant emplois - courtenay, bc

Licensed Administrative Assistant (Wealth Management)

Showroom sales and Office Assistant

Medical Office Assistant (Rosewall Women's Clinic)

Office Administrator

Office Administrator

Post Office Assistant - Term

Administrative Clerk

Medical Office Assistant

Administrative & Marketing Assistant

Administrative Assistant - Gilman Deters Private Wealth

Medical Receptionist/Assistant

Medical Office Assistant - Naturopathic medicine

Administrative Assistant, Health Promotion

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