Posted on March 4, 2025
Job Description
*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 info@wiseconomy.ca 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
Location
Abbotsford , BC
Work location
On site
Salary $ 20.00 to $ 23.00 HOUR hourly
Terms of employment
Full time
Starts as soon as possible
vacancies
1 vacancy
Source
indeed.com
#10212530594
Various locations
Abbotsford, BC
Job Details
- Employer: WISECONOMY WEALTH SOLUTIONS IN
- Location: Abbotsford, British Columbia
- Wage: $20.00 to $23.00 per hour
- Hours: Full-time
- Vacancies: 1
- Start date: As soon as possible
- NOC: 13110
How to Apply
Apply by mail to:
WISECONOMY WEALTH SOLUTIONS IN
Abbotsford, BC