Operations Support Specialist

2 weeks ago


Vancouver, British Columbia, Canada RGF Integrated Wealth Management Full time $45,000 - $50,000

RGF Integrated Wealth Management is an independent financial services firm, owned and operated by its professionally qualified financial advisors and portfolio managers. This company prides itself on delivering exceptional service to its clients.

This position provides operational support for the securities business to the firm's advisors and their direct staff. The ideal candidate will have experience in providing superior administrative support, preferably in the financial services industry.

Key skills and qualifications include:

  • Intermediate Microsoft Office skills, including Word, Excel, and PowerPoint
  • Solid verbal and written communication skills
  • Post-secondary education in Business Administration or equivalent experience

A salary of $50,000 - $60,000 per year is estimated based on industry standards and location.

The successful candidate will be responsible for daily account documentation review and transmission, processing client cheques and monitoring debit balances, data entry, and assisting with procedures implementation. Other administrative tasks and projects may also be assigned.

The company offers comprehensive health and dental benefits, as well as healthcare and taxable wellness spending accounts.



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