Safe Harbour Financial Solutions – Client Care Coordinator
About the job
Unleash Your Potential at Kelowna's Award-Winning Private Wealth Innovator!
Get ready to launch your career with an award-winning, Best of Kelowna, boutique Private Wealth Management practice that's shaking up the financial world in Kelowna, BC! We're not just about numbers; we're about building deep, long-term relationships and creating a vibrant, supportive, and fun environment where you can truly shine. If you're a highly organized, tech-savvy go-getter who thrives in a fast-paced, dynamic culture, this is your next big opportunity!
Your Next Big Opportunity: Client Care Coordinator
Are you an administrative powerhouse with a natural curiosity for business and finance? Do you love juggling diverse tasks with precision and making an impact? We're on the hunt for a full-time, permanent Client Care Coordinator to join our high-performing team. This is your chance to grow with a company recently ranked Gold, Silver, and Bronze across four financial sectors in the Best of Kelowna Awards 2025!
Location: Our newly renovated office in the heart of Kelowna, featuring excellent parking facilities and major amenities within walking distance of Orchard Plaza.
Is This Role Your Perfect Match?
This isn't your average 8:30am-to-5:00pm. This is a high-trust, high-performance role designed for someone who:
- Thrives on variety: You love a fast-paced environment with lots of moving parts and can effortlessly juggle unrelated tasks without missing a beat.
- Learns at lightning speed: You're a quick learner, incredibly organized, and self-directed.
- Embraces technology: You have a strong natural aptitude for technology and love exploring new platforms.
- Communicates like a pro: Your communication is always clear, professional, and on point.
- Has a curious mind: You possess a natural interest in business, finance, or planning.
- Seeks long-term growth: You're looking for a long-term opportunity with a team that genuinely invests in your success.
Meet Your Future Team!
Led by Twyla Hardham, recognized by her industry peers as an outstanding Financial Advisor, our practice focuses on providing integrated financial planning that goes beyond investments. We help a curated group of clients, including retirees, complex families, business owners structure their entire financial lives. We're all about collaboration, support, and genuine relationships.
Our newly renovated office is a breath of fresh air! Think of modern, natural light, inviting warmth, and an atmosphere that's genuinely collaborative and supportive. We believe a beautiful workspace fosters creativity and positive energy.
What You'll Be Doing (and loving!):
As the Client Care Coordinator, you’ll be the heartbeat of our practice, creating exceptional client experiences, keeping our operations running smoothly, and supporting key initiatives that drive our firm’s success. You’ll blend hospitality, organization, and precision to ensure every client interaction and internal process reflects the professionalism and care that define Safe Harbour Financial Solutions Inc. This includes:
- Create a warm, professional first impression by greeting every client with genuine hospitality, ensuring each visit to our office feels welcoming and memorable.
- Mastering our calendars, scheduling meetings, and coordinating all the logistics.
- Support marketing initiatives by coordinating newsletters, client communications, and event logistics to strengthen brand presence and client engagement.
- Plan and coordinate client appreciation events and team gatherings, ensuring every detail, from invitations to execution, reflects our brand’s professionalism and personal touch.
- Maintain impeccable accuracy in our CRM, KYC documentation, and workflow tracking to ensure compliance, efficiency, and seamless client service.
- Oversee daily office operations by opening and closing the practice, maintaining a tidy, professional workspace, and managing inventory of office and client materials.
- Support special projects and firm initiatives by providing administrative support, tracking progress, and ensuring deliverables are completed accurately and on time.
What You'll Bring to Our Vibrant Team:
Minimum:
· Education: Post-secondary certificate or diploma in Business or Office Administration
Preferred:
· Experience: 2+ years in a client-facing administrative role (professional services preferred) supporting an advisor/team in wealth management, insurance, law or high-service environment.
· Exceptional organization and time management: able to prioritize multiple tasks and meet deadlines with accuracy.
· Strong communication skills: articulate, professional, and confident in both written and verbal interactions.
· Client service excellence: warm, approachable, and committed to delivering a red-carpet experience.
· Attention to detail: ensures accuracy in client records, compliance documents, and communications.
· Technological proficiency: highly skilled with Microsoft 365 (Word, Excel, OneNote, & Outlook), CRMs, e-signature tools, Canva, digital workflows, and AI-powered productivity tools.
· Discretion and confidentiality: handles sensitive financial and personal information with integrity.
· Adaptability: thrives in a fast-paced environment where priorities can shift quickly.
· Team collaboration: works effectively with advisors and staff to ensure seamless client service.
· Initiative: anticipates needs, takes ownership of tasks, and follows through independently.
· Continuous learner: eager to grow professionally and expand knowledge in business or finance.
· Record check (only requested upon offer).
To show us your amazing attention to detail, please include the name Cooper within your cover letter, resume, or a message to us!
Compensation & Perks That'll Make You Smile:
- Competitive Annual Salary: $45,000–$60,000, based on your education, skills, and experience.
- Flexible Benefits: Discussed as part of interview.
- Vacation: Time off to recharge.
- Work-Life Balance: We believe in a harmonious integration of work and personal life.
- Fun & Connection: Team appreciation days, off-site lunches, and a truly positive team culture.
- Invest in Yourself: Support for professional development and role-related learning.
- Share in Our Success: Annual bonus structure based on personal and team-based goals.
Ready to Join Our Exceptional Team?
If this sounds like your dream job, we can't wait to hear from you! Please send your resume and a captivating cover letter to [email protected]. Tell us why this opportunity excites you, a bit about who you are, how you learn best, and why you'd be a fantastic fit for our team.
Job Type: Full-time
Pay: $45,000.00-$60,000.00 per year
Work Location: In person
