Kelowna, Bc Data entry clerk Jobs – 13 Openings This Week

Noble Pannu Wealth Management - Administrative Assistant
Noble Pannu Wealth Management —Kelowna, BC
- $50,000–$60,000 a year
- Full-time
- Microsoft Outlook
- Salesforce
- Research
Quick apply
6d
Casual Clerk Typist - Police Services
City of Kelowna —Kelowna, BC
- $25.91 an hour
- 12 hour shift
- Computer literacy
- Microsoft Office
- Data entry
Administrative Assistant - Relief
Regional District of Central Okanagan —Kelowna, BC
- $33.75 an hour
- On call
- Word processing
- Microsoft Office
- Administrative experience
Front Office Clerk
Dynacare —Kelowna, BC
- $19.00–$22.75 an hour
- Part-time
- Microsoft Office
- High school diploma or GED
- Data entry
- Wellness program
- Employee stock purchase plan
Clerk Receptionist, Oncology Clinic - BC Cancer Kelowna
BC Cancer —Kelowna, BC
- $26.31 an hour
- Monday to Friday
- High school diploma or GED
- Data entry
- Front desk
Office Administrator
Primary Engineering and Construction —Kelowna, BC
- $26–$32 an hour
- Full-time
- Hybrid work
- English
- Administrative experience
- Data entry
- Dental care
- Paid time off
Quick apply
7d
Administrative Assistant | Palliative Home Health
Interior Health Authority —Kelowna, BC
- $25.36–$28.53 an hour
- Full-time
- Word processing
- Writing skills
- Administrative experience
- Dental care
4d
Medical Office Assistant
Interior Health Authority —Kelowna, BC
- $27.26–$29.16 an hour
- Full-time
- Word processing
- High school diploma or GED
- Data entry
- Dental care
Administrative Assistant - interior Service
Houle Electric Limited —Kelowna, BC
- $50,000–$55,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Administrative experience
- Data entry
Quick apply

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data entry clerk jobs near kelowna, bc

Noble Pannu Wealth Management - Administrative Assistant

Noble Pannu Wealth Management
Kelowna, BC

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Job details

Full-time
$50,000–$60,000 a year
6 days ago

Qualifications

Customer relationship building
Microsoft Outlook
Salesforce Platform
Salesforce
Administrative support experience
Administrative and business operations experience
Research
Client relationship development
Administrative experience
Client services
Customer service orientation
Data entry
Organizational skills
Front desk
Financial services
Typing
Communication skills
Client interaction

Full job description

Administrative Assistant Position

Noble Pannu Wealth Management is one of Kelowna's most respected financial planning and wealth management firms. Led by Principals Stefano Pannu and Carly Gilmore, our team is driven by our clients' financial wellbeing and peace of mind — purpose, not products. We take on the paperwork so our clients don't have to, building thoughtful, easy-to-understand plans and long-haul relationships our clients trust. We are currently seeking an Administrative Assistant to provide outstanding organizational and administrative support to our Financial Advisory Team at our Kelowna office.

This is an excellent opportunity for a highly personable, dynamic, and self-reliant individual to gain first-class experience in the financial planning industry. You will work closely with our Client Services Associates and Financial Advisors in a busy, fast-paced practice, supporting case preparation, portfolio administration, and client service. This is not a “pushing paper” role: you must love working with people, be dedicated to ‘wowing’ clients, and be ready to adapt as our practice continues to grow.

MAIN FUNCTIONS & RESPONSIBILITIES

- Case preparation support to Financial Advisors (research, financial plans, investment policy statements, insurance quotes, etc.)

- New business processing, including forms and trade orders

- Client meeting support to Financial Advisors, including preparation of materials and follow-up

- Administrative duties for Financial Advisors: daily trades, data entry, photocopying/scanning

- Client service via phone, e-mail, and in person

PERIODIC SUPPORT FUNCTIONS & RESPONSIBILITIES

- Greet and assist clients as they arrive; answer and direct incoming calls

- Notify advisors of client arrivals and maintain/update the CRM system

- Book client meetings and assist with set-up/clean-up of meeting areas, including catering

- Accept deliveries and manage courier drop-offs/pick-ups

- Keep the reception area tidy and presentable

- Help develop and strengthen client relationships through referrals, centres of influence, and networking

- Other duties as may be required

MINIMUM QUALIFICATION REQUIREMENTS

- 1–2 years of experience in an administrative or reception role in a professional office environment (financial services experience is an asset but not mandatory — we are willing to train the right person)

- Excellent typing and computer skills, including MS Office and Outlook; experience with financial planning software or Salesforce is an asset

- Excellent interpersonal, verbal, and written communication skills, with a professional appearance and manner

- Strong organizational skills and attention to detail

- Proven ability to prioritize and multi-task to meet deadlines in a fast-paced environment

- Ability to work independently as well as part of a close-knit team

- A proactive approach to handling issues as they arise

- Strong desire to provide high-quality client service and long-term commitment to the role

WHAT MOTIVATES YOU

- Cooperation and teamwork, with some discretion in making your own decisions and ongoing opportunities to build your skills

- A balance of social and technical work — interacting with clients and advisors while also digging into detail-oriented, analytical tasks

- Predictable, structured activity paired with the need to meet specific deadlines

- Juggling more than one task at a time while still delivering scheduled, dependable output

- Measurable goals, clear guidelines, and recognition for accuracy, follow-through, and dependable work

There is a competitive compensation and benefits package available, with a salary range of $50,000–$60,000 per year depending on experience, along with opportunities for advancement within a growing wealth management practice.

While we thank you in advance for your interest and application, please be advised that we will only be responding to candidates selected for further consideration.

Pay: $50,000.00-$60,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

data entry clerk jobs in kelowna, bc

Noble Pannu Wealth Management - Administrative Assistant

Casual Clerk Typist - Police Services

Administrative Assistant - Relief

Front Office Clerk

Clerk Receptionist, Oncology Clinic - BC Cancer Kelowna

Office Administrator

Administrative Assistant | Palliative Home Health

Medical Office Assistant

Administrative Assistant - interior Service

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