Licensed Administrative Assistant – Wealth Management Support

A leading financial services firm located in Penticton, BC is seeking a licensed administrative assistant for a full-time, on-site role. This position involves reception duties, entering buy / sell orders, administering new accounts, and maintaining digital client files. The ideal candidate should have post-secondary education, a minimum of two years investment industry experience, and strong communication skills. Attention to detail is crucial, along with proficiency in relevant office software.

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