Licensed Wealth Management Administrator

Position: Licensed Wealth Management Administrator Role
Join a dynamic team at Sana Advisory Group as a Licensed Wealth Management Administrator in Surrey, British Columbia. Experience a fulfilling career where your administrative skills will directly enhance client satisfaction and support wealth management efforts.

This role with Sana Advisory Group, partnered with CI Assante Wealth Management, seeks an experienced administrator to assist wealth management advisors. You will play a key role in processing documentation and maintaining accurate client records while ensuring regulatory compliance. An organized approach and client-centric attitude are essential for success.

Key Responsibilities:

• Provide operational support for wealth management advisors

• Prepare and manage account documentation and client transactions

• Maintain client records accurately and confidentially

• Assist with client reporting and portfolio updates

• Coordinate workflow efficiently with stakeholders

Requirements:

• Over five years in financial services or wealth management

• Knowledge of investment products and regulatory requirements

• Proficient in Microsoft Office and relevant systems

• Strong attention to detail and communication skills

• Ability to work both independently and in a team setting

Be a part of a talented team dedicated to providing personalized wealth management services.
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