Administrative Assistant
$50k - $68k per yearFull-time
Ocean 6 Wealth Advisory
Administrative Assistant
Location: In-Office position, 240 E 2nd Avenue, Vancouver
Job type: Full-Time
WHO WE ARE
Ocean 6 is a place where bold new ideas change the world of finance. Our team empowers successful business owners to organize and clarify their financial future. Ocean 6 is A new world of wealth .
To join our close-knit, entrepreneurial team, attitude is everything. Tasks and duties of the role can be taught but being a positive and driven individual that is eager to dive into new experiences is something that cannot be trained.
Our firm is guided by our brand foundation:
- Our Why: The value we provide makes a profound difference in people’s lives, and help our clients reach their goals
- Vision: Our bold new ideas will change the world of finance.
- Who We Serve: Successful Incorporated Professionals & Business Owners
ROLE DESCRIPTION
The Administrative Assistant will be responsible for the following:
- Manage all new business and in-force insurance servicing
- Support Ocean 6 advisors with administrative support and other relevant or related responsibilities as required by Ocean 6
- Prepare and send meeting reminders, follow-up emails, and client communication
- Prepare, organize, and process documents securely related to insurance applications and investment accounts
- Independently write/process insurance applications once licensed and fully onboarded
- Track pending applications and follow up on outstanding requirements or underwriting requests
- Liaise with insurance carriers and investment fund companies to obtain client information or status updates
- Maintain and update client records in CRM systems, ensuring accuracy, privacy compliance (e.g., PIPEDA), and proper archiving to support audits and regulatory reviews
QUALIFICATIONS
- 3+ years of administrative experience or related work experience (financial services experience is a bonus)
- Experience working in a high-end client service environment
- Previous experience handling confidential client information and regulatory documentation
- Strong attention to detail and organizational skills with excellent verbal and written communication
- Professionalism and discretion when handling confidential client information
- Team-oriented mindset with the ability to work independently
- LLQP (Life License Qualification Program) not required at hire, but willingness to obtain it within 3 months of start date is
COMPENSATION & BENEFITS
- $50,000 - $68,000
- Dental care & Extended health care
- On-site gym
- On-site parking
If this job is a fit for you: email your application to ***email_hidden*** with the subject line A New World of Wealth: Administrative Assistant . In the body, tell us in three sentences why you think you are a great fit for this role.
Following these instructions is the first thing we're looking for.
Vacancy posted 4 hours ago
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