We’re looking for a full onsite Administrative Assistant in the wealth management industry in downtown Vancouver, BC.

Our client is a well-established wealth management firm focused on building long-term client relationships and delivering high-quality, personalized financial services. The team operates in a collaborative, detail-oriented environment where accuracy, professionalism, and client service are critical. The Administrative Assistant will be responsible for supporting the wealth management team with client documentation, account maintenance, reporting, and day-to-day administrative support.

Administrative Assistant responsibilities:

• Process and follow up on client documentation to ensure proper account maintenance and compliance.
• Work closely with the wealth management team to support client relationships and business operations.
• Maintain account lists and compile statistical information and internal reports.
• Assist with servicing existing clients and responding to routine inquiries.
• Support KYC documentation processes with a strong emphasis on accuracy and completeness.
• Perform additional administrative duties as required.

The successful candidate has:

• Related administrative experience within wealth management or the securities industry. (pay is commensurate with experience, we are open to varying experience levels for this role)
• A well-rounded understanding of securities industry processes and documentation.
• Excellent communication and interpersonal skills.
• Strong organizational skills with exceptional attention to detail.
• Proven ability to manage multiple priorities, meet deadlines, and work independently.
• Intermediate to advanced computer skills, including strong working knowledge of MS Office.
• Experience with Dataphile and Salesforce is considered an asset.
• Completion of CSC and CPH and CIRO licensing is beneficial but not required for this role.

Compensation and benefits:

• The discussed salary range is $50,000 – $70,000 depending on experience
• Candidates with additional experience and higher compensation expectations may also be considered
• Comprehensive benefits package
• Professional, team-oriented work environment
• Downtown Vancouver office location

Candidates must be eligible to work in Canada. Only candidates selected to move forward in the hiring process will be contacted.