Administrative Assistant - Vancouver
Core
Provide essential administrative support to a retirement consulting team, managing billing, schedules, client communications, and office operations.
Role type
Administrative Assistant
Builds
Operational efficiency and client experience for a pension plan administration and financial well-being consulting practice
Domain
Financial Services / Retirement Consulting
Required skills
Invoice preparation and billing management, Calendar and schedule management, Written correspondence and proofreading, CRM database maintenance, Meeting coordination and minute taking, Office equipment and supply management, Expense tracking and budget support, Travel and conference logistics
Preferred skills
Workday system proficiency, Salesforce experience, Adobe Acrobat usage, Accounting principles knowledge
Technologies
Microsoft 365, Google Workspace, Workday, Salesforce, Adobe Acrobat
Responsibilities
Prepare and enter invoices into Workday; manage schedules and calendars; compose correspondence and proofread reports; maintain CRM databases; coordinate meetings and onboarding; handle office supplies and equipment; track expenses and budgets; arrange travel and conference registrations.
Seniority
Individual Contributor, entry to mid-level