Job descriptionAre you a resourceful, tech-savvy professional looking for a "foot in the door" with a premier North American Wealth Management firm? We are seeking an Administrative Assistant II to join our dynamic team in Kelowna. This role serves as the face of the branch and the operational backbone for our management team and advisory floor.
This is an 18-month contract with a high potential for permanent conversion for a strong performer. If converted, the organization is a significant supporter of continuing education, including covering costs for industry-related exams to help you advance your career in financial services.
Reporting to the Manager of Client Service, you will provide specialized administrative support in a fast-paced, client-oriented environment. This role is split between front-facing reception duties and back-office operational support. You will be the primary point of contact for high-net-worth clients while ensuring the branch remains compliant with rigorous audit and regulatory standards.
Work Location: 100% Onsite – Kelowna, BC.
Schedule: Monday to Friday, 8:00 AM – 4:00 PM.
Start Date: May 2026.
Advantages
Career Catalyst: This is a fantastic entry point into the Wealth Management industry with high visibility across all teams on the floor.
Educational Support: Opportunity for the bank to pay for your industry exams upon permanent conversion.
Team Culture: Join a "fun" and collaborative environment with a management team that supports internal mobility.
Professional Growth: Ability to move into higher-level positions within the bank as they open up.
Responsibilities
Branch Operations & Management Support
Executive Support: Assist the Branch Management team (3 managers) with day-to-day administration and operational functions for a floor of 40+ professionals.
Compliance & Audit: Implement and communicate regulatory/compliance activities; maintain branch filing systems to ensure audit readiness.
Premise Management: Coordinate all building issues, system access, IT support, and equipment needs. Manage the Business Continuity Management (BCM) plan.
Financial Admin: Handle the submission of invoices and identify areas to reduce expenditures for the branch.
Client Experience & Reception
First Impressions: Greet high-net-worth guests and respond to requests with professionalism and "legendary" service quality.
Communications: Manage the branch phone lines, directing calls and resolving client requests efficiently.
Logistics: Control the distribution of all mail (incoming/outgoing), couriers, and reports.
Boardroom Management: Coordinate the boardroom schedule, including meeting setup and catering requests.
Qualifications
Mandatory Requirements
Experience: 1–2 years of overall professional experience, ideally in an administrative or service-oriented role.
Technical Skills: Proficient with MS Office Suite (specifically Excel for spreadsheets) and a general high level of tech-savviness.
Communication: Excellent verbal and written communication skills with the ability to manage high-level stakeholders.
Competencies: Resourceful problem-solver who takes initiative; highly organized with a focus on detail and accuracy.
Education: High School Diploma mandatory; must be willing to learn and read complex compliance manuals.
Preferred Qualifications
Education: Undergraduate Degree or Community College Diploma in Business.
Industry Interest: Completed or pursuing industry-related courses (CSI, etc.) is a strong asset.
Background: Experience working with high-net-worth clients or within a banking environment.
Summary
If you are a detail-oriented individual with strong communication and problem-solving skills, and are interested in a long-term career opportunity in a positive team environment, we encourage you to apply!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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