Administrative Assistant – Wealth Management Team

3 days ago

Victoria BC VW Y, Canada Queensbury Securities Full time

Job Summary

We are seeking a highly organized, detail-oriented, and proactive Administrative Assistant to join our wealth-management team in Victoria. The successful candidate will provide vital administrative and operational support to a Senior Investment Advisor and her clients. This role requires professionalism, accuracy, and a strong ability to prioritize in a fast-paced environment. Prior financial-industry experience is an asset but not required for the right candidate with strong administrative skills and a passion for excellence.

Location: Victoria, BC

Position Type: Full-Time, On-Site

Compensation: Starting from $60,000 CAD, commensurate with experience

Key Responsibilities

  • Provide administrative support including data entry, document preparation, and daily office coordination.
  • Prepare and organize client documentation, portfolio review materials, and meeting packages.
  • Coordinate schedules, book appointments, and ensure efficient calendar management.
  • Maintain accurate electronic and physical client files in accordance with compliance protocols.
  • Draft, proofread, and distribute correspondence, reports, and forms with high attention to detail.
  • Respond promptly and professionally to client emails and inquiries.
  • Assist with expense tracking, invoice handling, and basic financial recordkeeping.
  • Manage office supplies, vendor coordination, and overall office organization.
  • Proactively identify workflow improvements and anticipate team needs.

Qualifications & Skills

  • Minimum 2 years of administrative experience, preferably in finance, insurance, legal, or other regulated industries.
  • Exceptional attention to detail, accuracy, and follow-through.
  • Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook).
  • Strong written and verbal communication skills with a professional demeanor.
  • Excellent organizational and time-management abilities; capable of handling multiple priorities.
  • Proven ability to handle confidential information with discretion and integrity.
  • Strong interpersonal skills and a client-service mindset.
  • Familiarity with CRM or financial software (e.g., Dataphile, Croesus, Salesforce) considered an asset.
  • Post-secondary education in Business Administration, Finance, or a related field preferred.

Why Join Us

You'll be joining a respected and client-focused advisory practice within a supportive, professional environment. We value individuals who take initiative, deliver precision, and uphold the highest standards of confidentiality and service. This role offers the opportunity to develop expertise within the wealth-management industry, gain hands-on experience, and grow with a team that values excellence and integrity.

How to Apply

If you're a motivated professional with strong organizational skills and a desire to contribute to a high-performing wealth-management team, we'd love to hear from you

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

  • Paid time off

Work Location: In person

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