administrative assistant

*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