Wealth Management Administrator

About the Opportunity

Our client is a well-established and growing boutique wealth management practice dedicated to helping individuals, families, and business owners achieve their long-term financial goals. With a strong reputation for personalized service and trusted advice, the firm provides comprehensive wealth planning, investment management, and financial planning solutions in a collaborative and client-focused environment.

This is an excellent opportunity for an experienced Wealth Management Administrator who enjoys building strong client relationships, thrives in a detail-oriented environment, and takes pride in delivering exceptional administrative and operational support.

Key Responsibilities

• Provide day-to-day administrative and operational support to Wealth Management Advisors.
• Prepare and process new account documentation, transactions, transfers, and client requests.
• Maintain accurate and confidential client records and documentation.
• Assist with client reporting, portfolio administration, and ongoing account maintenance.
• Ensure compliance with industry regulations, internal policies, and documentation requirements.
• Respond promptly and professionally to client inquiries while delivering outstanding customer service.
• Coordinate with internal teams and external partners to facilitate efficient workflow and service delivery.
• Support advisors with scheduling, correspondence, and administrative initiatives as required.

Qualifications

• Minimum 5 years of experience in wealth management or financial services administration.
• Securities licensing in British Columbia is considered an asset but is not required.
• Strong knowledge of investment products, account structures, and financial services administration.
• Excellent organizational skills with exceptional attention to detail.
• Professional verbal and written communication skills.
• Client-focused approach with the ability to build trusted relationships.
• Proficiency in Microsoft Office Suite and industry-related financial software.
• Ability to work independently while contributing effectively within a collaborative team.

What Client Offer

• Competitive salary of $60,000–$70,000, based on experience.
• Performance and salary review after six months.
• Annual bonus eligibility after one year of employment.
• Opportunities for professional growth and career development.
• Supportive, collaborative, and team-oriented work environment.
• Stable organization with a strong reputation for delivering exceptional client service.

Why Join?

This role offers the opportunity to become part of a respected wealth management practice where collaboration, professionalism, and personalized client service are at the core of everything they do. You'll work alongside an experienced team in a supportive environment that values long-term relationships, continuous learning, and career growth.

Apply today if you're an experienced Wealth Management Administrator looking to take the next step in your career with a growing and client-focused financial services organization.