Vancouver, Bc Finance assistant Jobs – 31 Openings This Week

Financial Planning Administrative Assistant
Murrick Financial Planning —Vancouver, BC
- $23–$26 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
- Disability insurance
- Employee assistance program
Quick apply
Administrative Assistant
Money Strategies Financial —Burnaby, BC
- $20–$22 an hour
- 8 hour shift
- English
- Microsoft Office
- Administrative experience
Quick apply
8d
Assistant Corporate Controller
Niradia Group of Companies —Delta, BC
- From $95,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
Quick apply
Investment Assistant (Req 130)
Odlum Brown —Vancouver, BC
- $70,000–$80,000 a year
- Full-time
- Microsoft Excel
- Salesforce
- Writing skills
Quick apply
1d
Assistant Financial Analyst (2-year contract)
T&T Supermarket —Richmond, BC
- $50,000–$65,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Store discount
- Paid time off
Quick apply
Investment Assistant (Req 133)
Odlum Brown —Vancouver, BC
- $65,000–$75,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Assistant to Financial Advisor
Elite Wealth Mgmt —Richmond, BC
- $68,000–$90,000 a year
- Full-time
- English
- Financial services
- Communication skills
Quick apply
Portfolio Assistant
BMO Financial Group —Vancouver, BC
- $38,500–$71,000 a year
- Full-time
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
Assistant Branch Manager - Downtown
Vancouver City Savings Credit Union —Vancouver, BC
- $86,400–$116,800 a year
- Finance
- High school diploma or GED
- Recruiting
- Designated paid holidays
- Dental care
Assistant Controller, Financial Operations
Enkel Backoffice Solutions Inc. —Vancouver, BC
- $70,000–$90,000 a year
- Full-time
- Hybrid work
- Accounting
- QuickBooks
- Budgeting
- Paid time off
Quick apply
Assistant Branch Manager - False Creek
Vancouver City Savings Credit Union —Vancouver, BC
- $86,400–$106,680 a year
- Finance
- High school diploma or GED
- Recruiting
- Designated paid holidays
- Dental care
Financial & Administrative Coordinator, es zúmin’ Primary Care Centre (Mount Currie)
First Nations Health Authority —Vancouver, BC
- $60,820–$83,627 a year
- Temporary
- Finance
- Administrative experience
- Bachelor's
Assistant Branch Manager - Cedar Hills (15-Month Contract)
Vancouver City Savings Credit Union —Surrey, BC
- $86,400–$116,800 a year
- Finance
- High school diploma or GED
- Recruiting
- Designated paid holidays
- Dental care
5d
Administrative Coordinator, ORCA
University of British Columbia —Vancouver, BC
- $4,739–$5,102 a month
- Weekends as needed
- English
- High school diploma or GED
- Analysis skills
9d
Senior Legal Administrative Assistant, Banking and Debt Financing
Lawson Lundell —Vancouver, BC
- $72,000–$85,000 a year
- Monday to Friday
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Tuition reimbursement
Quick apply
Administrative Assistant, Finance
Power Corporation of Canada —Vancouver, BC
- Bilingual
- Microsoft Excel
- English
Administrative Coordinator, ORCA
UBC Faculty of Forestry —Vancouver, BC
- $4,739–$5,102 a month
- Weekends as needed
- English
- High school diploma or GED
- Analysis skills
9d
Assistant Controller
Rise CPA —Coquitlam, BC
- $60,000–$90,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
4d
Assistant Controller
BCSPCA —Vancouver, BC
- $79,400–$99,311 a year
- Full-time
- Analysis skills
- Accounting
- Communication skills
Investment Advisor Assistant
Haywood Securities Inc. —Vancouver, BC
- $42,000–$48,000 a year
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
- Disability insurance
- Dental care
Quick apply
10d

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finance assistant jobs near vancouver, bc

Financial Planning Administrative Assistant

Murrick Financial Planning
Vancouver, BC

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Job details

Permanent | Full-time
$23–$26 an hour

Qualifications

Microsoft Excel
Microsoft Outlook
Administrative experience
High school diploma or GED
Financial services
Office management
Communication skills
Time management

Full job description

Financial Planning Administrative Assistant - Downtown Vancouver

If you’re an experienced administrative professional looking for a new and rewarding challenge then this could be the position you’ve been looking for! We are Murrick Financial Planning Services, an independent financial planning and advisory firm specializing in wealth and risk management for individuals, families and business owners. We are well-established and on a strong growth trajectory, leading to our need to hire an Investment and Insurance Administrative Assistant to work in our downtown office.

WHAT YOU’LL BE DOING EVERY DAY

Bring your extraordinary time management skills and detail orientation to this exciting opportunity! You’ll complete various administrative tasks for on-boarding and management of individual client investment plans and insurance policies. You’ll facilitate the work of the Financial Planner, so his efforts can be focused on client relationships and business development. To accomplish this, you’ll do the following:

» Assist with a variety of office administration tasks that help us operate at optimal efficiency, such as updating client contacts in our proprietary database, proactively ordering office supplies, and managing courier and mail deliveries

» Schedule and coordinate meetings; prepare related documentation, ensuring completeness and accuracy for sign-off and that all account information is presented in keeping with firm procedures

» Gather data to initiate the client on-boarding process and establish yourself as their key contact for ongoing administrative inquiries, updates and transactions

» Liaise directly with the investment and insurance companies and communicate back to clients in a timely manner, taking whatever steps are needed to ensure their questions are fully answered

» Submit insurance applications to Managing General Agency, liaise with case manager and prepare issued insurance policies for delivery to clients

» Entering client data into our investment database, processing trades, and requesting specialized transactions be completed by our investment dealer.

» Work collaboratively with another administrative assistant to administer all tasks required for managing the needs of clients and the financial planner

IDEALLY, YOU’RE SOMEONE WHO BRINGS:

Previous experience in administrative support or office management, ideally in a professional service-driven business environment; financial services industry experience may be an asset, but is not essential; full training will be provided
Proven ability to complete selected administration tasks which can include document reviews, archiving, tracking documentation, and accurate data processing
Intermediate level fluency with Outlook, Word, Excel and database programs
While you will have clearly defined responsibilities to manage, the company’s work environment is strongly team based, and you’ll be expected to develop strong peer relationships for the benefit of the entire team
A professional demeanor coupled with a positive and constructive sense of humor
Strong organization and communication skills, accuracy and detail-orientation are integral to success in this role
Formal office administration or bookkeeping training would be a definite asset
The position is up to full-time, Monday to Friday during regular business hours

WHY YOU SHOULD APPLY

We offer a competitive compensation, benefits, a fun and challenging work environment and an opportunity to be part of a great growth story with unlimited potential. Need more reasons to apply?

Here are a few:

Flexible work hours
Compensation commensurate with education and experience
A strong team environment and all the resources you need to be successful
The opportunity to take your career to new places with the reimbursement of the cost of licensing courses upon successful completion

TO APPLY

If you are a Permanent Resident of Canada or Canadian Citizen, please send a cover letter with your resume to: [email protected].

Job Types: Full-time, Permanent

Pay: $23.00-$26.00 per hour

Benefits:

Disability insurance
Employee assistance program
Flexible schedule
Life insurance

Flexible language requirement:

French not required

Application question(s):

Are you legally allowed to work for any employer in BC without sponsorship?

Education:

Secondary School (preferred)

Experience:

administrative: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

finance assistant jobs in vancouver, bc

Financial Planning Administrative Assistant

Administrative Assistant

Assistant Corporate Controller

Investment Assistant (Req 130)

Assistant Financial Analyst (2-year contract)

Investment Assistant (Req 133)

Assistant to Financial Advisor

Portfolio Assistant

Assistant Branch Manager - Downtown

Assistant Controller, Financial Operations

Assistant Branch Manager - False Creek

Financial & Administrative Coordinator, es zúmin’ Primary Care Centre (Mount Currie)

Assistant Branch Manager - Cedar Hills (15-Month Contract)

Administrative Coordinator, ORCA

Senior Legal Administrative Assistant, Banking and Debt Financing

Administrative Assistant, Finance

Administrative Coordinator, ORCA

Assistant Controller

Assistant Controller

Investment Advisor Assistant

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