Job Post Details

Job ID: 16401

Start Date: 01/15/2026

Wage: 25-30

Hours: 40

Duties: Gee Gibson & Associates, a growing financial planning practice in Comox, is seeking an organized, polished, and client-focused Administrative Assistant / Client Service Associate to support a team of three Certified Financial Planners (CFP® professionals). This role is well-suited to someone who enjoys delivering a high-quality client experience, managing administrative details, and working closely with advisors in a professional office environment. For the right individual, this position offers exposure to the wealth management profession and opportunities for long-term growth within the firm. Key Responsibilities Serve as the first point of contact for clients (phone, email, and in-person) Schedule and coordinate client meetings (in-person, virtual, and phone) Prepare client files, forms, and documentation, including e-signatures Maintain and update CRM records and follow up on daily client transactions Support compliance processes and monitor transfer requests Coordinate team schedules, onboarding, and general office operations Assist with client communications, newsletters, and client events Prepare reports, presentations, and professional correspondence Support advisors with meeting preparation and ongoing client service

Requirements: Minimum 2 years of administrative experience (financial services experience an asset) Post-secondary education in business, finance, or administration (preferred) Strong organizational skills and attention to detail Clear, professional written and verbal communication skills Proficiency in Microsoft Office 365 (Outlook, Word, Excel, PowerPoint, Teams, Zoom) Comfortable learning new technology platforms (CRM experience an asset) Ability to manage multiple priorities independently and as part of a team Interest in the financial planning or wealth management profession

Company: Gee Gibson & Associates

Contact: Kristina Ferrier

Notes: This is a full-time, in-office position offering structured onboarding, close collaboration with experienced CFP® professionals, and the opportunity for increased responsibility over time. We are seeking someone interested in building a long-term role within a professional advisory practice.

Email: kristinaferrier@attained.ca

Address: 100 Guthrie Rd Suite 104 Comox, BC V9M 3P6

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