Licensed Senior Administrative Assistant

iA Private Wealth; White Rock; On-site; CAD 34,000 - 49,000; Full time

Benefits offered by this job

Benefits

Performance bonuses

Job summary

iA Private Wealth Inc. is hiring a Licensed Senior Administrative Assistant to support a busy private wealth practice in White Rock/South Surrey, BC. You will be the first point of contact for clients and ensure every account and file is handled accurately.

Greet clients, maintain CRM records, and support the advisor with calendar management and compliant filing. A University degree and 5+ years in admin, preferably in financial services, are required.

Qualifications

• University degree required.
• At least 5 years of administrative experience, ideally in financial services.
• Exceptional attention to detail and strong organizational skills.
• Fluency with computer systems, including CRM software (Salesforce), Microsoft Office, Outlook and Excel.

Responsibilities

• Greet and support clients by phone, email and in person with professionalism and warmth.
• Open, update, and maintain client accounts, including KYC updates and documentation.
• Prepare meeting packages, reports, and correspondence for client reviews.
• Keep the CRM accurate and current: contacts, notes, tasks, and follow-ups.
• Manage the advisor's calendar, client meetings, and reminders.
• Maintain organized, compliant files (electronic and paper).
• Build and maintain tracking spreadsheets in Excel.
• Process paperwork and support compliance requirements.
• Assist with trade entry and account activity under the advisor's direction when licensed.

Skills

Attention to detail

Organizational skills

Client confidentiality

CRM software

Microsoft Office

Excel

Education

University degree

Tools

Salesforce

Job description

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

• 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
• Pay:Starting at a base of $30/hour + Benefits
• Bonus:Performance bonuses
• A professional, supportive team environment with room to grow as the practice grows

We thank all applicants. Only those selected for an interview will be contacted.