coquitlam bc senior document and records management advisor Jobs – 10 Openings This Week

Financial Coordinator
Obsidian Advisory Group —British Columbia
- $70,000–$80,000 a year
- Full-time
- Remote
- Microsoft Excel
- Administrative experience
- Accounting
- Dental care
- Work from home
Quick apply
Senior Document and Records Management Advisor
BC Rapid Transit Co. Ltd —Metro Vancouver Regional District, BC
- $84,480–$126,720 a year
- Full-time
- Management
- Maintenance
- Microsoft Office
- Dental care
Senior Admissions Advisor
Western Community College —Surrey, BC
- $55,000–$65,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
Quick apply
2d
Senior Client Relationship Specialist - Group Benefits
Royal Bank of Canada —Vancouver, BC
- $55,000–$90,000 a year
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Dental care
Indigenous Relations Advisor
BC Housing —Burnaby, BC
- $86,007.24–$97,679.59 a year
- Full-time
- Bachelor's
- Human resources
Safety Advisor, Project - Contractor
BC Rapid Transit Co. Ltd —Metro Vancouver Regional District, BC
- $77,520–$116,280 a year
- Weekends as needed
- Microsoft Office
- Administrative experience
- Presentation skills
- Dental care
Mental Health Service Manager (MHSM)
Vancouver Association for Survivors of Torture (VAST) —Vancouver, BC
- $35 an hour
- Full-time
- Hybrid work
- Spanish
- Medicine
- Bachelor's
Senior Cyber Security Analyst (Temporary)
First West Credit Union —Langley, BC
- $76,800–$98,400 a year
- Temporary
- Azure
- Bachelor's
- Scripting
- Paid time off
Intermediate Water Wastewater Conveyance Engineer
Stantec —Burnaby, BC
- $94,600–$137,100 a year
- Temporary
- Bachelor's
- Budgeting
- No travel
- Wellness program
- Employee stock purchase plan
Senior Wastewater Treatment Engineer
Stantec —Burnaby, BC
- $111,700–$167,600 a year
- Temporary
- AutoCAD
- Doctoral degree
- Engineering
- Wellness program
- Employee stock purchase plan

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Senior Parts Advisor - Volvo
Volvo Cars Lakeridge —Ajax, ON
The Parts Advisor at Volvo Cars Larkeridge plays a crucial role in managing vehicle parts inventory, assisting internal and external customers, and supporting…
$20–$24 an hour
Quick apply
4d
Finance Controller
Vaco by Highspring —Oshawa, ON
University degree with a focus in Business Administration, Finance, Accounting, or a related discipline. Manage business planning and budgeting processes,…
$140,000–$174,500 a year
Quick apply
6d

I want to receive the latest job alerts for senior document and records management advisor in coquitlam bc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior document and records management advisor jobs near coquitlam bc

Senior Advisor jobs in Metro Vancouver Regional District, BC

Process Engineer jobs in Burnaby, BC

Finance Coordinator jobs in British Columbia

Wastewater Engineer jobs in Burnaby, BC

Mental Health Technician jobs in Vancouver, BC

Senior Advisor jobs in Victoria, Bc

Senior Software Engineer jobs in Remote

Senior Advisor jobs in Remote

Senior Advisor jobs in Burlington, On

Senior It Support jobs in Toronto, On

Financial Advisor, Scotiabank jobs in Ontario

Senior Accountant jobs in Burnaby, Bc

Patient Care Specialist jobs in Toronto, On

Ad Operation Specialist jobs in Toronto, On

Safety Specialist jobs in Varennes, Qc

Talent Acquisition Specialist jobs in Montréal, Qc

Safety Specialist jobs in Stratford, On

Safety Specialist jobs in Beausejour, Mb

Safety Specialist jobs in Toronto, On

Safety Coordinator jobs in Edmonton, Ab

Financial Coordinator

Obsidian Advisory Group
British Columbia

Quick apply

Job details

Full-time
$70,000–$80,000 a year

Qualifications

Accounts receivable
Microsoft Excel
Accounts payable
Accounting software
Filing
Administrative experience
Accounting
Bookkeeping
Communication skills
Time management

Full job description

FINANCIAL COORDINATOR

Remote | Full-Time

This role supports the CFO and Administrative Manager in managing day-to-day corporate financial operations, including reconciliations, reporting, and commission tracking, while contributing to the preparation of client deliverables and ongoing administrative coordination.

ABOUT US

Obsidian Advisory Group is a financial advisory firm focused on integrating every aspect of a client’s financial life into a cohesive, customized strategy. The firm works closely with clients and their professional advisors to deliver comprehensive planning across corporate structure, insurance, taxation, investments, estate planning, and cash flow.

Obsidian’s approach is built on long-term relationships and tailored solutions, supporting clients through all stages of their business and personal financial lifecycle.

POSITION SUMMARY

The Financial Coordinator supports the Chief Financial Officer (CFO) and reports through the Administrative Manager in the coordination and execution of corporate financial and administrative operations. This role is primarily focused on financial functions, including daily corporate financial tracking, reconciliations, commission management, and accounts payable and receivable.

The position is responsible for maintaining accurate financial records, coordinating monthly, quarterly, and year-end reporting requirements, and ensuring the timely and accurate processing of financial transactions across the organization. The role also supports the preparation of client deliverables, including net worth statements and organizational structures, and provides administrative support through data management, document coordination, and follow-ups with internal and external stakeholders.

This is a remote, full-time position requiring strong attention to detail, organization, and the ability to manage multiple priorities while maintaining a high level of accuracy and confidentiality.

WHAT WE OFFER

Opportunity to join a small, dynamic, and family-oriented team with a collaborative and supportive environment
Exposure to a broad range of financial disciplines, including insurance, tax strategy, corporate structuring, and financial planning
Hands-on experience working closely with senior leadership, including the CFO, on real-time financial operations and client work
Opportunity for professional growth and development within a specialized advisory firm
A flexible, remote work environment with a strong emphasis on accountability and work-life balance
Comprehensive benefits package

KEY RESPONSIBILITIES

Financial Operations & Coordination:

Maintain and track daily corporate financial activity across entities
Perform regular reconciliations, including bank, credit card, and internal accounts
Track, reconcile, and maintain records of insurance commissions and related payments
Monitor and process accounts payable and accounts receivable
Manage expense tracking, coding, and reporting
Prepare and manage monthly, quarterly, and year-end financial reporting requirements
Support compliance and licensing requirements, including maintaining records and coordinating required filings
Maintain organized financial records and supporting documentation
Support the CFO with financial reporting and analysis as required

Commission & Payment Tracking:

Pull required insurance statements and track all incoming commission payments
Reconcile commission statements against internal records and expected amounts
Investigate, resolve, and document any discrepancies in commission payments
Coordinate, process, and track payments to related parties
Maintain accurate and up-to-date records of all commission activity and related payments

Client Deliverables & Support:

Support the preparation and ongoing updating of client net worth statements for CFO review
Create and maintain client organizational structures within applicable software systems for visualization and planning purposes
Maintain and organize client documentation, including electronic filing, in accordance with internal standards
Apply a working understanding of financial statements to support accurate client data entry and preparation of deliverables

Administrative Support:

Perform data entry and maintain accurate and up-to-date records within the Salesforce CRM system
Follow up with related parties to obtain client documentation and outstanding items in a timely manner
Coordinate and organize documentation across financial and administrative functions
Support administrative and operational tasks as required

QUALIFICATIONS & EXPERIENCE

Minimum 5 years of experience in bookkeeping and financial operations or accounting support roles
Strong understanding of basic accounting principles and financial processes
Experience with reconciliations, accounts payable/receivable, and financial tracking
Proficient in Microsoft Excel and financial tracking systems
High level of accuracy and attention to detail
Strong organizational and time management skills
Demonstrated ability to work independently in a remote environment, managing priorities, deadlines, and deliverables with minimal oversight
Strong written and verbal communication skills
Ability to handle sensitive and confidential information with discretion

COMPENSATION & STRUCTURE

Full-time, remote position
Preference for candidates located in British Columbia
Reports to the Administrative Manager, with day-to-day functional alignment to the CFO
$70,000 - $80,000 annually

Pay: $70,000.00-$80,000.00 per year

Benefits:

Dental care
Extended health care
Vision care
Work from home

Work Location: Remote

Quick apply

Refine Your Search

senior document and records management advisor jobs in coquitlam bc

Financial Coordinator

Senior Document and Records Management Advisor

Senior Admissions Advisor

Senior Client Relationship Specialist - Group Benefits

Indigenous Relations Advisor

Safety Advisor, Project - Contractor

Mental Health Service Manager (MHSM)

Senior Cyber Security Analyst (Temporary)

Intermediate Water Wastewater Conveyance Engineer

Senior Wastewater Treatment Engineer

Explore jobs in cities nearby

I want to receive the latest job alerts for senior document and records management advisor in coquitlam bc

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected