Job Details

Employer: VION FINANCIAL SERVICE CORP.
Position: Financial Assistance Officer (NOC 13100)
Work Hours: 35 hours/week
Hourly Rate: $37.00/hour
Vacancy: 1
Work Location: Unit 205, 1700 W 75th Ave, Vancouver, British Columbia V6P 6G2
Terms of Employment: Full-time; Permanent
Language of Work: English

COMPANY PROFILE
VION FINANCIAL SERVICE CORP. was founded by three top members of the Global Million Dollar Round Table. It is a well-known financial planning company, with service areas covering several provinces, including British Columbia, Ontario, Alberta, and Saskatchewan. The company is committed to becoming the most trusted value-based financial and tax management service provider in Canada. We’re seeking a Financial Assistance Officer to help support our growing business.

HOW TO APPLY
If you are interested in this position, please email your resume to teamadmi.hr@gmail.com. Please include "Financial Assistance Officer." in the subject line.
We thank all applicants for their interest. Only those selected for an interview will be contacted. No phone calls or walk-ins please.

Job Description

KEY RESPONSIBILITIES
• Coordinate administrative tasks for over 60 licensed financial advisors, ensuring they have the tools and resources necessary to deliver top-tier financial services to clients.
• Manage office administrative procedures, regularly reviewing and refining processes to enhance operational efficiency across multiple service areas.
• Establish work priorities, and ensure deadlines are met and procedures followed by the team to maintain high-quality service standards.
• Administer policies related to the release of records, ensuring full compliance with government access and privacy regulations while supporting the needs of our large advisor base.
• Maintain internal administrative systems, including shared file structures, administrative records, standardized office forms, task follow-up records, client document tracking records, and document control procedures.
• Administer internal procedures related to the management, release, and control of advisor records, client service files, financial service documents, compliance-related correspondence, and business records in accordance with company policies and applicable privacy requirements.
• Coordinate key office services to support a functional and well-maintained workspace for financial advisors and office staff.
• Conduct analyses on budgeting and administrative operations, assisting with the preparation of the operating budget and financial controls for the office.
• Compile data and prepare reports, manuals, and correspondence, contributing to informed decision-making and supporting the broader administrative needs of the firm.

JOB REQUIREMENTS
• Completion of a college diploma or higher education is required; post-secondary education in business or a related field is preferred.
• Minimum 2 years of experience as an administrative officer or in a comparable officer-level administrative role, including experience coordinating administrative tasks and supporting a large team, department, or group of professionals, is required. Experience in a financial services or insurance environment is an asset.
• Strong organizational, communication, and multitasking skills.
• Familiarity with budgeting, financial reporting, and administrative management.
• Ability to delegate, prioritize, and oversee tasks while maintaining high operational standards.
• Knowledge of privacy regulations and records management procedures is an asset.