Assistant
Where we’re going:
To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.
Position Overview:
We're seeking a curious, organized, and friendly individual eager to immerse themselves in the wealth management industry. As an Assistant, you'll play a vital role in supporting our team, ensuring exceptional client service, and managing administrative tasks crucial to our business operations.
Duties and Responsibilities:
• Provide professional client service and troubleshoot effectively
• Manage calendars and prepare meeting materials
• Maintain meticulous documentation of accounts
• Facilitate transfers and manage client cash flows
Qualifications:
• Proven experience as an administrative assistant or in a similar role
• Exceptional organizational and time-management skills
• Strong attention to detail and ability to multitask
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM tools
• Excellent written and verbal communication skills
• Ability to work both independently and collaboratively
• Professional demeanor with strong interpersonal skills
Additional Benefits:
• Support for pursuing the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
• Primarily in-office role with remote flexibility.
• Competitive salary, possibility for variable bonus compensation, retirement savings options, health, dental, and vision insurance
• Paid time off, holidays, and opportunities for professional development
• Learn from experienced team of advisors and associates with the opportunity to grow the role's responsibilities over time
Education:
• High school diploma or equivalent; Associate's or Bachelor's degree preferred
If so, we’re ready to invest in you.
Other details
- Pay Type Salary
- Min Hiring Rate $45,000.00
- Max Hiring Rate $60,000.00
- 2950 Jutland Rd, Victoria, BC V8T 5K2, Canada