Join Our Team

This position will require a very organized, multi-tasking individual who understands the complexities of financial services and the desire to join and support a fast-growing company. Key accountabilities include:

• Manage the daily functions of a professional office
• Provide reception services to clients arriving for appointments and calling in to receive our service and support
• Liaise with external suppliers to our Comox office
• Support the admin team with processes and documentation prep for the overall firm and its Portfolio managers.
• Special projects as assigned

• Working knowledge of MS Office applications; Outlook, Excel, Word, Teams
• Working knowledge of Adobe acrobat (e-sign and document cloud)
• Ability to manage phone systems, work with scanners and digital file folders including fileservers
• 2-5 years’ experience working within the investment management industry or within other adjacent professional office environments is considered an asset.
• Organized, prompt, capable learners will thrive in this role

• Willingness and a desire to learn new skills on the job
• Personal presentation consistent with working in an upscale office, such as professional attire and communication style.
• A warm friendly approach to clients, coworkers, and peers.

Pay: Our projected starting salary for this role is in the range of $50,000-$60,000 per year plus bonuses depending on experience, knowledge, and capabilities.

Benefits:

• Dental care
• Disability insurance
• Extended health care
• Life insurance
• On-site parking
• Paid time off

Education:

• Secondary School (required)

Experience:

• Front desk: 3 years (required)
• Administrative : 3 years (required)

Correspondence: Thank you for your interest in DeLuca Veale and please understand we will ONLY be contacting those who will be considered for an interview.