Office Admin/Loan Clerk – Kelowna – 8866

Job Detail

Office Admin/Loan Clerk

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Posted 2 months ago

Our client has a very unique business assisting and offering entrepreneurs in BC with the financial solutions to bring their business and ideas to a reality.


Our team at Platinum is seeking an enthusiastic and qualified team player to join our clients dynamic and growing team as the Administrator/Loan Clerk. They are currently looking to bring the successful candidate on for a 3 month contract, with the opportunity to transition to full-time. Reporting to the CEO, the following are some of the responsibilities of this position:

  • Perform reception and administrative duties, acting as the first point of contact
  • Prepare and redirect communications as required
  • Review all loan files for completeness
  • Enter client and loan data into loan system software
  • Register, track and update securities and insurance
  • Organize Board meetings including logistics, Board member travel, and accommodations
  • Drafting meeting minutes
  • Process employee and Board member expenses and other forms
  • Assist the Chief Executive Officer with day-to-day activities


  • High school diploma or general education degree (GED)
  • Experience working in a financial institution would be an asset
  • Excellent presentation and communication skills to establish and maintain a credible presence with internal and external stakeholders
  • Demonstrated experience providing administrative services
  • Experience with scheduling, maintaining electronic calendars and arranging meetings
  • Experience with administrative processes including filing and bring forward systems
  • Numerical/ financial skills to process purchase orders, invoices and expense claims
  • Ability to work as part of a team and independently with minimal supervision
  • Dependability, strong work ethics
  • Willingness to learn and ability to take direction

Job Features

Job CategoryAdministration

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