Are you an experienced administrative professional with a background in wealth management or financial services? Do you thrive in delivering high-level administrative support and ensuring operational excellence in a fast-paced environment? If so, we want to hear from you!

Our client, a leading private wealth management firm, is seeking a highly organized and detail-oriented Senior Administrative Assistant to join their Private Client team in Vancouver. This is an exciting opportunity to support a high-performing team and contribute to seamless client service delivery through superior administrative execution.

Senior Administrative Assistant responsibilities:

• Provide high-level administrative support to the Private Client team, ensuring exceptional client service and operational efficiency.
• Manage client account administration, including onboarding, closures, documentation updates, and transfers, in full compliance with regulatory standards.
• Maintain and update client records accurately in CRM and document management systems.
• Prepare and edit client-facing materials, investment proposals, and presentation decks tailored to individual client needs.
• Assist in the execution of client transactions by coordinating necessary documentation and ensuring timely cash settlements.
• Serve as a point of contact for client inquiries, ensuring timely follow-up and thorough resolution.
• Communicate with external custodians, consultants, and vendors to manage administrative requests and ensure accurate information flow.
• Support internal teams with workflow coordination, scheduling, and operational task management.
• Proactively identify administrative process improvements and help implement best practices to enhance service delivery.

The successful candidate has:

• 5-7 years of experience working in the investment or financial services industry.
• 5-7 years of office administrative assistant experience.
• Preferred Canadian Securities Course (CSC) or current enrollment is preferred.
• You will be required to enroll in the CSC after completing the probationary period.
• Advanced level of knowledge in Excel, Word, PowerPoint, Outlook, and Adobe Acrobat
• Strong analytical, problem-solving, and organizational abilities.
• Proven ability to thrive in high-pressure environments while juggling multiple priorities.
• Exceptional communication and interpersonal skills.
• Experience in Salesforce CRM is a plus.

Compensation and Benefits:

• Competitive salary range of $65,000 - $72,000 (negotiable based on experience)
• Career development opportunities
• 3 weeks of vacation
• Shareholder ability after 3 years of employment
• A comprehensive benefits package including health and dental benefits

Please note: Only candidates eligible to work in Canada will be considered, and only those selected for an interview will be contacted.