Kelowna, Bc Research associate Jobs – 4 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
5d
Field Research Associate (Education Sector) - Kelowna, BC
Toronto Consulting Services Ltd —Kelowna, BC
- $18.25–$18.26 an hour
- Contract
- English
- Education
- Travel
Quick apply
Data Coordinator Clinical Trials - BC Cancer Kelowna
BC Cancer —Kelowna, BC
- $37.42–$46.74 an hour
- Temporary
- Presentation skills
- Data entry
- Organizational skills
12d
Finance Manager
University of British Columbia —Okanagan, BC
- $8,087.08–$12,117.08 a month
- Full-time
- Research
- Finance
- Presentation skills
4d

More jobs to discover

Find similar jobs that you might be interested in.

Field Research Associate (Education Sector) - Kelowna, BC
Toronto Consulting Services Ltd —Kelowna, BC
Visit colleges across the Kelowna area and gather information through in-person visits, telephone inquiries, and online research.
$18.25–$18.26 an hour
Quick apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Trilingual Remote Personal Lending Specialist, Asian Market Team, Mandarin & Cantonese
BMO Financial Group —Ontario
A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$36,600–$67,500 a year
9d
Clinical Safety Data Associate
Everest Clinical Research —Markham, ON
Develop study safety data review plans and maintain a standard set of data review checklists for clinical trial laboratory data, AEs, serious AEs (SAEs),…
$60,000–$80,000 a year
Quick apply

Show more jobs in cities nearby

I want to receive the latest job alerts for research associate in kelowna, 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

research associate jobs near kelowna, bc

Administrative Assistant jobs in Kelowna, BC

Administrative Assistant jobs in Red Deer, AB

Administrative Assistant jobs in Guelph, ON

Administrative Assistant jobs in Hamilton, ON

Administrative Assistant jobs in Pump Hill, AB

Bc Hydro Administrative jobs in British Columbia

Administrative Assistant jobs in Pitt Meadows, BC

Medical Assistant jobs in Edmonton, AB

Administrative Assistant jobs in Rosser, MB

Clinical Research jobs in Oshawa, ON

Research Associate jobs in University Of Waterloo, ON

Clinical Research Manager jobs in Toronto, ON

Research Associate jobs in University Of Manitoba (bannatyne Campus), MB

Research Associate jobs in University Of Alberta (edmonton), AB

Research Associate jobs in Ottawa, ON

Social Science Research jobs in Remote

Cliantha Research,clinical Research Assistant jobs in Mississauga, ON

Office Manager jobs in Ottawa, ON

Finance Manager jobs in St. John's, NL

Government Project Manager jobs in Ontario

Noble Pannu Wealth Management - Administrative Assistant

Noble Pannu Wealth Management
Kelowna, BC

Quick apply

Job details

Full-time
$50,000–$60,000 a year
5 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

research associate jobs in kelowna, bc

Noble Pannu Wealth Management - Administrative Assistant

Field Research Associate (Education Sector) - Kelowna, BC

Data Coordinator Clinical Trials - BC Cancer Kelowna

Finance Manager

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alerts for research associate in kelowna, bc

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected