Licensed or Administrative Assistant

6 days ago

Vancouver, Canada Langlois Brown Wealth Management Full time

Langlois Brown Wealth Management, iA Private Wealth is a full-service wealth management office in Vancouver, BC. We are driven by results and a commitment to provide clients with the highest level of service and care. Our team fosters a collaborative working environment. This is a full-time, in-office position as an Investment Advisor Assistant . The role focuses on client service, account administration, and specifically onboarding new accounts and updating account paperwork. Responsibilities Ensuring all paperwork is prepared for existing and new client meetings Onboarding new clients and updating existing client records Understanding the required documentation for all client account types Requesting completion of annual or missing documentation Manage day-to-day client requests Ensuring all client interactions are accurately completed and documented Ensuring client digital files and CRM profiles are current Facilitating and monitoring client banking and online deposits Communicating with head office teams and participating in monthly operations calls, training events and special projects Having a general understanding of other team members' duties to provide coverage during absence or vacation Skills & Qualifications Strong communication skills Highly organized to handle multiple priorities, fast-paced environment Detail orientated Team player Strong knowledge of MS Outlook, Word, Excel, PDFs Familiarity with Salesforce preferred Canadian Securities Course (CSC) preferred Previous Administrative Experience in investment industry preferred Post secondary education required Compensation A competitive salary commensurate with your qualifications and experience Salary Range: $50,000 to $60,000 Competitive vacation & health package Opportunities for growth Qualified applicants can submit a cover letter and resume to by December 19, 2025.

  • Administrative Assistant

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    The Insurance Council of British Columbia is the regulatory organization that licenses and regulates the activities of over 50,000 life and general insurance agents, general insurance salespersons, insurance adjusters, and restricted travel insurance agents in British Columbia. Why Work for the Insurance Council? Work with a great team of people in a...

  • Licensed or Administrative Assistant

    2 weeks ago

    Vancouver, Canada Langlois Brown Wealth Management Full time

    Licensed or Administrative Assistant - Wealth Management Langlois Brown Wealth Management, iA Private Wealth is a full-service wealth management office in Vancouver, BC. We are driven by results and a commitment to provide clients with the highest level of service and care. Our team fosters a collaborative working environment. This is a full-time, in-office...

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    5 days ago

    Vancouver, Canada Insurance Council of BC Full time

    The Insurance Council of British Columbia is the regulatory organization that licenses and regulates the activities of over 45,000 life and general insurance agents, general insurance salespersons, insurance adjusters, and restricted travel insurance agents in British Columbia. **Why Work for the Insurance Council?** Work with a great team of people in a...

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