Wealth Management Administrative Assistant

Wealth management administration and client coordination anchor this full-time, in-office opportunity at BLA Private Wealth in Waterloo. Accuracy and organization matter daily.

In this Administrative Assistant position, you will help keep advisory operations organized while providing responsive service to clients. Responsibilities span account openings, electronic transfers, bank wires, paperwork, filing, mail, courier deliveries, and advisor follow-up. The ideal candidate brings at least two years of office administration experience, strong attention to detail, and comfort managing sensitive client information confidentially. Experience in wealth management or a CIRO environment is preferred, while knowledge of compliance processes and industry terminology is an asset.

• Prepare and submit electronic transfers and bank wires
• Assist with new accounts, updates, and dealer documentation
• Review paperwork for accuracy and compliance requirements
• Maintain supplies, mail, couriers, and organized client areas
• Track outstanding items and support timely advisor follow-up

• Minimum two years of office administration experience
• Strong attention to detail and accuracy
• Confidential handling of sensitive client information
• Knowledge of wealth management products is an asset
• Highly organized and comfortable managing multiple priorities

Use your administrative discipline, account-processing skills, and wealth management knowledge to support BLA Private Wealth’s Waterloo office.