Licensed Senior Administrative Assistant

12 hours ago
White Rock, British Columbia, Canada iA Private Wealth Full-time $30 Permanent


About the role
We're hiring a Licensed Senior Administrative Assistant to keep a busy private wealth practice running smoothly. You'll be the first point of contact for our clients and the person who makes sure every account, file and follow-up is handled correctly. iA Private Wealth is one of Canada's largest independent wealth management firms. Our practice in White Rock/South Surrey, BC, is a close-knit team serving individuals, families and business owners. That means real responsibility, direct access to the advisor, and room to shape how the office runs.

What you'll do
• Greet and support clients by phone, email and in person with professionalism and warmth
• Open, update, and maintain client accounts, including KYC updates, account transfers, and account documentation
• Prepare meeting packages, reports, and correspondence for client reviews
• Keep the CRM (Salesforce) accurate and current: contacts, notes, tasks, and follow-ups
• Manage the advisor's calendar, client meetings, and reminders
• Maintain organized, compliant, electronic, and paper files
• Build and maintain tracking spreadsheets in Excel
• Process paperwork and support compliance requirements with careful attention to detail
• Once licensed, assist with trade entry and account activity under the advisor's direction
• Suggest and help implement better systems and workflows for the practice What you bring
• University degree
• At least 5 years of administrative experience, ideally in financial services, or a professional office
• Exceptional attention to detail and strong organizational skills
• Fluency with computer systems, including CRM software (Salesforce), Microsoft Office, Outlook and Excel
• Strong electronic file management habits
• Confidence working with clients in a professional, confidential environment
• An entrepreneurial spirit: you take initiative, solve problems and care about the success of the practice Nice to have
• Canadian Securities Course (CSC) completed
• Already licensed as an assistant, or ready to become licensed
• Experience in a CIRO-regulated investment firm
• Familiarity with client onboarding, KYC and account administration

What we offer
• Term: Full-time with flexibility, Permanent position
• Start date: Available immediately
• Pay: Starting at a base of $30/hour + Benefits
• Bonus: Performance bonuses
•

Benefits:
Health benefits
• A professional, supportive team environment with room to grow as the practice grows

How to apply
Send your resume and a short cover letter to admin@belcherwealth.ca. Tell us about your experience, your software skills, and your CSC or licensing status. We thank all applicants. Only those selected for an interview will be contacted.

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