Executive Administrator - Wealth & Client Experience

Dumitru Flanagan & Associates IG Private Wealth Management; Victoria; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Bonus opportunities

Three weeks of paid vacation

Personal days

Professional development

Career growth

Collaborative team environment

Job summary

Dumitru Flanagan & Associates is a private wealth management practice seeking an exceptionally organized Executive Administrator to provide administrative, operational, and marketing support. This full-time role combines executive-level duties with client relationship support and practice management in Greater Victoria.

The ideal candidate thrives in a fast-paced environment, manages multiple priorities, and delivers an exceptional client experience while coordinating with advisors, compliance,

Qualifications

• 2-4 years of experience in professional services, financial services, wealth management, or executive administration.
• MFDA or Securities licensing preferred but not required.
• Demonstrated experience in executive administration, client service, or practice management.
• Exceptional attention to detail and organizational skills.
• Strong verbal and written communication abilities.
• Advanced proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Experience with CRM systems, digital document management platforms, and virtual meeting technologies.

Responsibilities

• Deliver professional, responsive, and personalized client experience.
• Coordinate information requests with accountants, lawyers, and other advisors.
• Manage advisor calendars, appointments, and workflow priorities.
• Prepare correspondence, reports, and client communications.
• Coordinate internal meetings and administrative processes to support operations.
• Support onboarding of new clients and ensure seamless transitions.

Skills

Executive admin

Client service

Attention to detail

Communication skills

MS Office

CRM systems

Multi-tasking

Tools

CRM systems

Digital document management

Video/virtual meeting tech

Job description

Dumitru Flanagan & Associates is a private wealth management practice seeking an exceptionally organized Executive Administrator to provide administrative, operational, and marketing support. This full-time role combines executive-level duties with client relationship support and practice management in Greater Victoria.

The ideal candidate thrives in a fast-paced environment, manages multiple priorities, and delivers an exceptional client experience while coordinating with advisors, compliance,