Administrative Assistant

Company Overview: At VantageOne, we are neighbors helping neighbors. We have been helping our neighbors since 1944 when our first branch was opened in the North Okanagan. We are driven by a strong set of values that guide our actions and define our commitment to our members, clients, and employees. We are passionate about our Members and Clients, we are Action Driven to explore ways to innovation and simplify our member and client experiences, we take Ownership and Accountable for our actions and we are always striving to Be the Best. In addition, we are dedicated to promoting Diversity, Equity, Inclusion, and Reconciliation (DEIR) in all aspects of our organization. Our mission is clear: By building strong relationships with our members/clients, we deliver member/client-focused advice and high quality financial services, fostering growth for both our employees and the communities we serve. Position Overview: As a Full Time, Administrative Assistant in our Wealth Management Subsidiary, you will play a vital role in supporting our team of dedicated wealth management professionals. This full-time position is scheduled for 36.5 hours per week, Monday to Friday, and involves working between our two wealth services locations in Armstrong and Vernon BC, with an advanced schedule provided Key Responsibilities:     Qualifications: Provide administrative support to wealth management professionals, including handling client communications, scheduling appointments, and managing documents. Assist with the preparation and organization of client meetings and presentations. Maintain accurate and up-to-date client records and databases. Collaborate with team members to ensure efficient workflow and exceptional client service.  Excellent organizational and time-management skills.  Strong attention to detail and accuracy.  Effective communication and interpersonal skills.  Proficiency in Microsoft Office Suite.  Previous administrative experience with a financial institution/credit union or financial planning office.  Passion for the values of Member Client Obsession, Action-Driven Innovation and Simplification, Ownership and Accountability, and the drive to Be the Best.  A commitment to Diversity, Equity, Inclusion, and Reconciliation principles and practices. Why Join VantageOne?  Be a part of a team that is passionately committed to delivering exceptional client service.  Opportunity for growth and career development within the company.  Engage in a collaborative, dynamic, and inclusive work environment.  Competitive compensation and benefits package. Compensation will be aligned with the candidate's experience and skillset. Monthly salary ranges from $4075.66 to $5231.75.  Contribute to a workplace that values and prioritizes Diversity, Equity, Inclusion, and Reconciliation. If you are ready to embrace our values, contribute to our mission of delivering high quality wealth management service to help our communities grow, and play a role in advancing DEIR principles, we encourage you to apply for the Full Time Administrative Assistant position. Join us in our journey to excel, innovate, simplify, and foster a diverse and inclusive work environment. To apply, please submit your resume and cover letter to HR@vantageone.net. We welcome applications from all interested; however, only those selected for an interview will be contacted.