Administrative Associate

5 months ago

Vancouver, Canada Nicola Wealth Full time

**Nicola Wealth Description**:
We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers, we are passionate about our business, our culture and investing deeply in your growth and development to build for the future.

By bringing together caring, driven and collaborative colleagues from diverse backgrounds, we deliver extraordinary client service in a dynamic and value-driven work environment. The mentorship, creativity, and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career.

Carve out a career and come grow with us

**About the Team**:
The Advisory Services Division is a well-established, highly respected, and fast-growing team responsible for providing exceptional service to our high-net worth clients.

We take a sophisticated and holistic approach, providing tailored and comprehensive wealth planning and investment management solutions to satisfy each of our high-net-worth clients' unique set of circumstances.

Our approach is to help our clients build the financial, personal, and philanthropic legacies that matter to them. Our vision is to provide clients with a bespoke and personalized experience to foster and cultivate meaningful and impactful relationships.

**Position Summary**:
As an Administrative Associate, you'll provide exceptional administrative support to high-performing, successful teams of Wealth Advisors and Wealth Planning Associates. Your good work supports the people in these positions so they're free to focus on providing the best possible bespoke experiences to our valued clients.

This role will operate on a hybrid work schedule based in Vancouver, BC.

**Key Accountabilities**:
Client Service
- Provide administrative support to both Wealth Advisors and Wealth Planning Associates.
- Schedule and coordinate meetings and travel.
- Manage invitations to client events.
- Prepare meeting packages.
- Manage post-meeting follow up and action items.

Practice Management
- Assist Wealth Advisors to effectively manage practice.
- Organize Wealth Advisors by managing tasks and reminders.

Business Development
- Coordinate introduction meetings with prospective clients.
- Track pipeline of prospective clients and ensure follow up is provided.
- Follow up with Marketing Team as needed on incoming prospective leads.

Corporate Projects
- Coordinate and liaise with key stakeholders on various corporate initiatives and projects.

Other relevant and related responsibilities, as assigned and as the needs of the organization change.

**Required Experience and Qualifications**:

- Minimum 1 year of related work experience in an administrative capacity.
- Experience working in a high performing client service-oriented work environment.
- Demonstrated diplomacy, tact, and professionalism in a high-volume environment.
- Highly proficient in MS Word, Excel, PowerPoint, Outlook, and technology in general.
- Superior attention to detail.
- Highly organized and skilled at focusing on a high volume of tasks with competing priorities and deadlines.
- Legally eligible to work in Canada for any employer.

**Additional Experience and Qualifications**:

- Canadian Securities Course (CSC).
- Prior experience working in the financial services industry.

**Compensation and Benefits Package**:
At Nicola Wealth, our people grow our business, delight our clients and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it's participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure.

This position comes with a competitive base salary hiring range of **$50,800-$**70,000,** dependent on experience, skills, qualifications and internal equity.

As part of our total rewards package, we also offer:

- Performance-based bonus.
- Quarterly profit-sharing based on business performance because we believe the more we have, the more we can share.
- You can become an owner through our corporate employee share purchase program.
- Employer RRSP contribution with no matching required.
- Paid time off for vacation, studying, and volunteerism, along with flexible personal leave days because balance is important.
- Extended health, dental and mental health coverage; Personal Wellness account.
- Flexible work arrangements.
- Professional development programs, coaching and support including internal mobility across teams and geographies.
- An award winning, inclusive, and supportive culture.

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