Administrative Assistant

Nelson / Kraft and Associates; Surrey; On-site; CAD 65,000 - 70,000; Full time

Job summary

An executive consulting firm is seeking a dependable Administrative Assistant to support their financial planning team. The ideal candidate will have over 5 years of administrative experience and excellent organizational skills. Responsibilities include ensuring smooth daily operations and assisting with client onboarding. Competitive salary between $65,000 - $70,000 with benefits offered.

Benefits

Competitive salary

Performance-based bonuses

Group benefits

Paid time off

Professional development opportunities

Qualifications

• Minimum of 5 years’ administrative or office experience.
• Financial services or insurance industry experience is an asset.
• Able to maintain confidentiality and handle sensitive client information.

Responsibilities

• Support the financial planning and advisory team.
• Ensure smooth daily operations and maintain high service standards.
• Assist with client onboarding and financial account servicing.

Skills

Organizational skills

Written and verbal communication

Tech-savvy

Self-starter

Confidentiality

Tools

Microsoft Office Suite

CRM platforms

Job description

Administrative Assistant – Connect Wealth

This executive search is conducted by Nelson / Kraft & Associates on behalf of Connect Wealth

EXECUTIVE SUMMARY

Connect Wealth is seeking a dependable and detail-oriented administrative professional who values consistency, accuracy, and teamwork to join their team as an Administrative Assistant!

In this role, you will play a vital part in supporting the financial planning and advisory team by ensuring smooth daily operations and maintaining high standards of service and organization.

This position is ideal for someone who enjoys working in a structured environment, takes pride in doing things right the first time, and appreciates clear expectations and collaborative support. You’ll be part of a respectful and professional team that values reliability, thoughtful communication, and a calm, steady approach to problem-solving.

If you’re someone who thrives on precision, enjoys helping others succeed, and prefers a stable, well‑organized workplace where your contributions are truly valued, we’d love to hear from you.

WHO WE ARE

Founded in 2004 and built on our core principles of Value, Trust, and Simplicity, Connect Wealth has been providing superior client service to individuals, families, and business owners for decades. We are located in the Metro Vancouver area, yet we proudly serve clients across Canada. Our dedication to the highest level of service for our clients and our desire to always do what’s best for their unique scenario has allowed us to successfully grow, primarily through client referrals. Our team of dedicated professionals each bring unique skillsets that allow us to come together to ensure our clients receive exceptional service. We aim to take the complexities of each client’s financial world and create a financial plan that outlines a clear and simple path forward.

QUALIFICATIONS

• Minimum of 5 years’ administrative or office experience; financial services and / or insurance industry experience is an asset; full training will be provided.
• Strong organizational skills, accuracy, and detail-orientation are integral to success in this role.
• Excellent professional written and verbal communication skills.
• Tech‑Savvy Professional : Demonstrated expertise in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) with a strong aptitude for quickly adapting to new technologies and digital tools. Experience with CRM platforms is highly valued.
• Able to maintain confidentiality and handle sensitive client information professionally.
• Self‑starter with a positive attitude and strong work ethic.
• A professional demeanor coupled with a positive and constructive sense of humor.
• Full‑time availability; Monday to Friday.

Preferred Skills

• Experience with client onboarding and financial account / insurance policy servicing.
• Comfortable in a client‑facing role with excellent interpersonal skills.
• Able to work collaboratively in a team‑based environment.

WHY JOIN US?

• Competitive salary with performance‑based bonuses.
• Group benefits and RRSP matching (5% employer contribution).
• Paid time off and holidays.
• A strong team environment and all the resources you need to be successful.
• Opportunities for professional development and career growth.
• Convenient South Surrey location with a reverse commute.

Location : Surrey, BC

Application Deadline : November 4, 2025

Start Date : TBD

Salary Range : $65,000 - $70,000

APPLY online at nelsonandkraft.com / jobs with your cover letter and resume. You must be eligible to work in Canada.

ABOUT US

Nelson / Kraft & Associates Inc. is an executive consulting firm that specializes in working with not‑for‑profits and for‑profit businesses across Canada, assisting them in the placement of senior executives and directors.

Nelson / Kraft & Associates Inc. welcomes and encourages all interested applicants to apply for this position. Nelson / Kraft & Associates Inc. is committed to the principles of diversity and inclusion in its hiring practices, and will only make distinctions among interested applicants in accordance with the applicable Human Rights legislation.

Nelson / Kraft & Associates Inc. also welcomes and encourages applications from candidates with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require disability‑related accommodation during the recruitment process, please contact us.