Administrative Associate (18-Month Contract)

Nicola Wealth; Victoria; On-site; CAD 50,000 - 70,000; Full time

Job summary

Nicola Wealth, a leading wealth management firm, is seeking an Administrative Associate & Office Coordinator in Victoria. This dynamic role blends administrative support with client interaction to ensure excellence in service delivery. Join a dedicated team and enjoy a competitive salary, performance bonuses, and extensive benefits, all in a values-driven workplace.

Benefits

Competitive performance bonus

RRSP contribution

Profit-sharing program

Qualifications

• 3+ years of related professional administrative experience.
• Experience in a client service-focused environment.
• Legally eligible to work in Canada.

Responsibilities

• Provide exemplary service to both internal and external clients.
• Support Wealth Advisors with administrative tasks.
• Ensure smooth office operations and first impressions.

Skills

Attention to detail

Organizational skills

Client service orientation

Diplomacy

Professionalism

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Microsoft Teams

Job description

About Nicola Wealth:

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

About The Team

This small but mighty team is growing and looking for the perfect person to support the current and evolving needs of our clients and the business operations. Our beautiful Victoria office and sophisticated, high-performing team need administrative, and facilities support to continue providing the highest level of client service.

Purpose of the Role

This is an exciting new role that will grow and evolve with the needs of the business. As Administrative Associate & Office Coordinator you have the unique opportunity to provide a wide variety of exceptional service-oriented support to our team and clients.

With your keen attention to detail, drive to be of service, and pride in excellence, you’ll offer accurate and efficient administrative support to our Advisory Team, including Wealth Advisors and Wealth Planning Associates, and you’ll ensure the office is always client ready!

This is an on-site role and will be approximately 80% administrative work and 20% front office management.

Core Responsibilities:

• Provide exemplary service to both internal and external clients in every way.
• Provide administrative support to both Wealth Advisors and Wealth Planning Associates.
• Assist Wealth Advisors by supporting with tasks and effectively managing practice.
• Ensure smooth running of day-to-day office operations (answering calls and email, managing mail and couriers, cleanliness of office facilities).
• Provide an exceptional first impression to all visitors to the office.
• Coordinate and liaise with key stakeholders on behalf of Wealth Advisors for various corporate initiatives and projects.
• Other relevant and related responsibilities, as assigned and as the needs of the organization change.
  
  

Required Skills and Qualifications:

• Minimum3yearsof related work experience in aprofessionaladministrative capacity.
• Experience working in a high performing client service-orientedwork environment.
• Demonstrated diplomacy, tact, and professionalism in a high-volume environment.
• Highly proficient in MS Word, Excel, PowerPoint, Outlook,Teams,and technology in general.
• Superior attention to detail.
• Highly organized and skilled atfocusingon a high volume of tasks with competing priorities and deadlines.
• Excelandthrive in a fluid work environment where tasks arevaried,andprioritization isrequired.
• Legally eligible to work in Canada for any employer.
  
  

Compensation And Benefits Package

This position comes with a base salary range of $50,000 - $70,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

At Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.

Please include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.

It is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at [e-mail] and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.

Thank you for your interest in a career with Nicola Wealth!