Company Description WiseInvest® is a Vancouver-based financial services firm dedicated to helping Canadians achieve financial independence through thoughtful, long-term planning. Located in the heart of beautiful Vancouver, British Columbia, the company focuses on building sound financial plans tailored to individual goals. A team of knowledgeable experts provides personalized financial planning and advising designed to lower taxes and maximize portfolio growth. WiseInvest® values client-focused service, integrity, and clear communication in all aspects of its work.
Role Description The Office Administrator is a full-time role based in Vancouver, BC, This position is responsible for managing day-to-day office operations, including handling correspondence, organizing files, scheduling appointments, and maintaining office supplies and equipment. The Office Administrator will greet clients, respond to inquiries, and provide professional customer service to support advisors and the wider team. Additional tasks include preparing basic reports and documents, coordinating meetings, updating records and databases, and supporting administrative processes to ensure a smooth and efficient office environment.
Qualifications
- Strong administrative skills, including Administrative Assistance and Office Administration experience.
- Ability to operate and maintain common Office Equipment (e.g., printers, scanners, phone systems) efficiently.
- Excellent Communication skills, including clear verbal and written communication with clients and colleagues.
- Proven Customer Service skills, with a professional, courteous, and client-focused approach.
- Proficiency with office software (e.g., Microsoft Office or Google Workspace) and basic data entry.
- Strong organizational skills, attention to detail, and the ability to manage multiple tasks and priorities.
- Comfort working in a hybrid environment, with reliability and self-motivation when working from home.
- Relevant education or training in business administration or a related field preferred; prior experience in a financial or professional services office is an asset.
