Associate Advisor / Executive Assistant / Client Support - Boutique Financial Firm

TEEMA Solutions Group; Surrey; On-site; CAD 45,000 - 60,000; Full time

Job summary

A boutique financial firm in Cloverdale, BC, is seeking an Associate Advisor/Executive Assistant/Client Support. The role involves supporting the lead advisor with client management, portfolio analysis, and administrative tasks. Successful candidates will possess strong organizational skills, a professional demeanor, and have experience in financial services or administrative support. This is a great opportunity for growth in a supportive work environment.

Benefits

Flexible and supportive work environment

Opportunity for long-term growth in the financial services industry

Qualifications

• Professional and friendly demeanor.
• Discretion and confidentiality with client information.
• Previous experience in financial services or administrative support is an asset.

Responsibilities

• Provide personalized administrative support to the advisor.
• Assist with client communications and appointment scheduling.
• Prepare and organize client documentation and files.

Skills

Organizational skills

Communication skills

Technology comfort

Education

Mutual Fund (IFIC)(CIRO) license

Tools

CRM systems

Office software

Social Media

Job description

Opportunity: Associate Advisor/ Executive Assistant / Client Support – Boutique Financial Firm

We are a small, boutique financial services firm located in Cloverdale, BC, specializing in comprehensive investment and insurance solutions for a select clientele. We are currently seeking a highly organized and personable individual to join our team as an Associate Advisor/ Executive Assistant / Client Support.

About the Role:
You will work directly with our lead advisor to support day-to-day client management, portfolio analysis, trades, marketing and administrative tasks. This is a unique opportunity to be part of a close-knit team in a professional, service-oriented environment.

Key Responsibilities:

· Provide personalized administrative support to the advisor including compliance, trades, portfolio analysis

· Assist with client communications and appointment scheduling

· Prepare and organize client documentation and files

· Maintain CRM and manage follow-ups

· Support in coordinating client meetings and ensuring a smooth client experience

What We’re Looking For:

· Strong organizational and communication skills

· A professional, friendly demeanor

· Discretion and confidentiality with client information

· Previous experience in financial services or administrative support is an asset. Mutual Fund (IFIC)(CIRO) license required

· Comfort with technology and office software (e.g., Outlook, Excel, CRM systems) Social Media experience an asset

Why Join Us:

· Work closely with an experienced advisor

· Be part of a trusted and respected firm in the community

· Flexible and supportive work environment

· Opportunity for long-term growth in the financial services industry

If you're looking for a meaningful role in a professional yet personalized setting, we’d love to hear from you.

Salary to commensurate with qualifications, experience and or education.