<p>We are looking for a detail-oriented Administrative Assistant to join our client in Kelowna, British Columbia. In this role, you will play a key part in supporting our business operations by ensuring efficient client administration, delivering exceptional service, and assisting with marketing efforts. If you are organized, proactive, and skilled in client-focused tasks, this position offers an excellent opportunity to showcase your abilities.</p><p><br></p><p>Responsibilities:</p><p>• Oversee client administration processes, ensuring timely investigation and resolution of escalated issues.</p><p>• Provide exceptional client service by addressing inquiries, resolving concerns, and processing transactions promptly.</p><p>• Assist advisors with portfolio reviews, including entering client trades as directed and identifying potential client needs.</p><p>• Coordinate marketing efforts such as preparing materials and organizing events or seminars to support business growth.</p><p>• Maintain and update tracking reports for Wealth Advisors, reviewing targets, recommendations, and financial plans.</p><p>• Schedule appointments and manage calendars to ensure efficient time management for the team.</p><p>• Handle inbound and outbound calls, responding to client requests and inquiries with professionalism.</p><p>• Draft and manage email correspondence, ensuring clear and accurate communication.</p><p>• Perform data entry and maintain documentation to keep client records organized and up to date.</p>