Title: Administrative Assistant II
Duration: 18 Months
Location: Kelowna, British Columbia, Canada
Schedule: Onsite (5 days/week)
Conversion: Possible (based on strong performance)
 
Description:
Provide administrative and operational support within a client-focused wealth management environment. Support branch operations and management team in a fast-paced, dynamic settings. Deliver high-quality service and professionalism in all client and internal interactions .Work closely with the Manager of Client Service and branch team
 
Roles and Responsibilities:

• Provide high-level administrative support to the branch.
• Support Manager Client Service (MCS) with day-to-day operations and administration
• Assist with communication and implementation of operational, administrative, and compliance activities.
• Develop and maintain knowledge of branch processes
• Coordinate system access, equipment needs, and IT support
• Assist with training support for branch staff where required
• Handle premises-related matters (building issues, displays, seasonal setups)
• Maintain and improve branch filing systems
• Ensure compliance with audit procedures and communicate updates to staff
• Support branch initiatives and suggest improvements aligned with organizational goals
• Identify opportunities to reduce expenditures and improve efficiency
• Maintain and update Business Continuity Management (BCM) plans
• Support client-related requests and overall client experience
• Perform additional administrative duties as assigned

Must-Have Requirements:

• Ability to work independently and as part of a team
• Strong communication skills
• Excellent customer service and problem resolution skills
• Detail-oriented and highly organized
• Ability to work in a fast-paced, dynamic environment
• Proficiency in MS Office Suite (Excel, Word, PowerPoint, Outlook)
• Tech-savvy with ability to learn new systems
• Adaptable, professional, flexible, and quick learner, Comfortable working in ambiguity and fast-paced environments.

Nice-To-Have:

• 1–2 years of administrative experience
• Undergraduate degree or community college diploma in Business (preferred)
• Industry-related courses (completed or in progress)
• Experience working with high-net-worth clients (preferred)
   

Additional Role Expectations: Comfortable with:

• Greeting guests
• Setting up boardrooms
• Working with Excel spreadsheets
• Submitting invoices
• Reading and following compliance manuals
• Demonstrates initiative, resourcefulness, and problem-solving ability.

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 19.00/daily.