06/17/2025
Unleash Your Potential: Administrative Assistant at Kelowna's Award-Winning Private Wealth Innovator!
Get ready to launch your career with an award-winning, Best of Kelowna, boutique Private Wealth Management practice that's shaking up the financial world in Kelowna, BC! We're not just about numbers; we're about building deep, long-term relationships and creating a vibrant, supportive, and fun environment where you can truly shine. If you're a highly organized, tech-savvy go-getter who thrives in a fast-paced, dynamic culture, this is your next big opportunity!
Your Next Big Opportunity: Administrative Assistant
Are you an administrative powerhouse with a natural curiosity for business and finance? Do you love juggling diverse tasks with precision and making an impact? We're on the hunt for a full-time, permanent Administrative Assistant to join our high-performing team. This is your chance to grow with a company recently ranked Gold, Silver, and Bronze across four financial sectors in the Best of Kelowna Awards 2025!
Start Date: Ideally between August 1–15 (flexible for the right candidate) Location: Our newly renovated office in the heart of Kelowna, featuring excellent parking facilities and major amenities within walking distance of Orchard Plaza.
Is This Role Your Perfect Match?
This isn't your average 8:30am-to-5:00pm. This is a high-trust, high-performance role designed for someone who:
· Thrives on variety: You love a fast-paced environment with lots of moving parts and can effortlessly juggle unrelated tasks without missing a beat.
· Learns at lightning speed: You're a quick learner, incredibly organized, and self-directed.
· Embraces technology: You have a strong natural aptitude for technology and love exploring new platforms.
· Communicates like a pro: Your communication is always clear, professional, and on point.
· Has a curious mind: You possess a natural interest in business, finance, or planning.
· Seeks long-term growth: You're looking for a long-term opportunity with a team that genuinely invests in your success.
We don't micromanage. If you prefer to be told what to do next, or get overwhelmed when priorities shift, this might not be the right fit. We empower our team to take initiative and truly own their work!
Meet Your Future Team!
Led by Twyla Hardham, recognized by her industry peers as an outstanding Financial Advisor, our practice focuses on providing integrated financial planning that goes beyond investments. We help a curated group of clients, including retirees, complex families, business owners structure their entire financial lives. We're all about collaboration, support, and genuine relationships.
Our newly renovated office is a breath of fresh air! Think of modern, natural light, inviting warmth, and an atmosphere that's genuinely collaborative and supportive. We believe a beautiful workspace fosters creativity and positive energy.
What You'll Be Doing (and loving!):
You'll be the backbone of our operations, ensuring a seamless client experience by:
· Prepping, maintaining, and closing client files with precision.
· Completing digital forms and applications accurately and efficiently.
· Assisting with investment trades and documentation.
· Keeping our CRM notes and workflows impeccably organized.
· Staying ahead of compliance procedures and internal protocols.
· Mastering our calendars, scheduling meetings, and coordinating all the logistics.
· Utilizing Microsoft Office 365 tools like a pro for ultimate organization.
What You'll Bring to Our Vibrant Team:
· A positive attitude and hunger to learn.
· Strong written and verbal communication skills in English.
· Comfort using technology and an eagerness to learn new platforms.
· Solid time management skills and the ability to seamlessly shift between priorities.
· Basic knowledge of (or a keen interest in) finance, business, law, or accounting.
· A reliable commute to our Kelowna office 5 days per week.
· The ability to pass a criminal record check (only requested upon offer).
To show us your amazing attention to detail, please include the name Cooper within your cover letter, resume, or a message to us!
Compensation & Perks That'll Make You Smile:
We believe in rewarding our team for their hard work and dedication!
· Competitive Annual Salary: $50,000–$85,000, based on your education, skills, and experience.
· Comprehensive Benefits: Discussed as part of interview.
· Vacation: Generous time off to recharge.
· Stress-Free Commute: Free parking.
· Work-Life Balance: We believe in a harmonious integration of work and personal life.
· Fun & Connection: Team appreciation days, off-site lunches, and a truly positive team culture.
· Invest in Yourself: Support for professional development and role-related learning.
· Share in Our Success: Annual bonus structure based on personal and team-based goals.
Ready to Join Our Exceptional Team?
If this sounds like your dream job, we can't wait to hear from you! Please send your resume and a captivating cover letter to [email protected]. Tell us why this opportunity excites you, a bit about who you are, how you learn best, and why you'd be a fantastic fit for our team.
Only shortlisted applicants will be contacted for an interview. We appreciate your interest! Safe Harbour Financial James Mccormick Aliyah Holroyd Nathan Holroyd
