Job Title

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 AcrobatStrong 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 opportunities3 weeks of vacationShareholder ability after 3 years of employmentA comprehensive benefits package including health and dental benefitsPlease note: Only candidates eligible to work in Canada will be considered, and only those selected for an interview will be contacted.