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Job Description & How to Apply Below
Our Story &
Purpose:
We’re Vancity, a member-owned credit union built on the principles of inclusion and social justice. Since 1946, our relentless commitment to these values has helped us challenge the status quo and break down barriers. We’ve made bold commitments to become net-zero by 2040 across all mortgages and loans, and we’re actively pursuing strategies in Indigenous banking and financial resilience for our members.
As the largest private sector Living Wage Employer in Canada, we’re proud to be consistently recognized as one of the country’s Top Employers.
Your Role in Supporting Our Members: As a Securities Administrator , you will be the primary point of contact for our Sustainable Wealth Management advisory teams and members, providing exceptional administrative support that enables advisors to focus on delivering outstanding financial guidance. In this role, you will review, prioritize, and process a variety of member transactions while ensuring compliance with established policies, procedures, and regulatory requirements.
You will contribute to an enhanced member experience by optimizing operational efficiency, supporting advisory teams, and identifying opportunities for continuous process improvement. We are looking for a detail-oriented, service-focused professional who thrives in a fast-paced environment and is passionate about delivering accurate, timely, and member-centric support
This is a Full
-time, Temporary role based at our Vancity Surrey Office and will report directly to the Team Manager, SWM Advisory Admin. While this position provides a hybrid work arrangement, you will be expected to be on-site for events and business demands.
How You'll Make an Impact:
Providing administrative support to optimize the capacity and effectiveness of Sustainable Wealth Management advisory teams
Reviewing, prioritizing, and processing member transactions within prescribed timelines
Ensuring compliance with regulatory requirements, internal policies, and operational procedures
Supporting Wealth Advisors and Wealth Planners by managing post-meeting administrative activities
Building collaborative relationships across Sustainable Wealth Management and Member Services teams
Identifying and recommending process improvements that enhance service delivery and operational efficiency
Maintaining accurate records and documentation to support business and regulatory requirements
Delivering exceptional service to members by responding to inquiries and facilitating timely transaction processing
What You’ll Bring to the Team:
Post-secondary education in Business Administration, Finance, Commerce, or a related discipline
A minimum of 2 years of experience in an administrative, wealth management, financial services, or securities operations environment
Experience processing financial transactions while maintaining high levels of accuracy and attention to detail
Strong knowledge of administrative processes, regulatory compliance, and risk management principles within financial services
Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
Advanced communication and relationship-building skills with both internal stakeholders and members
Proficiency with Microsoft Office applications and financial services technology platforms
Canadian Securities Course (CSC) or equivalent
Extra Skills That Set You Apart:
Experience supporting wealth management, investment, or financial planning teams
Familiarity with mutual fund, investment account, and securities administration processes
Knowledge of credit union operations and member-focused financial services environments
You’ll Thrive Here If You Are:
Detail-Oriented - You consistently maintain accuracy and quality while processing complex transactions and documentation.
Member-Focused - You are committed to delivering exceptional service and creating positive experiences for members and colleagues.
Collaborative - You build strong working relationships across teams to achieve shared goals and deliver seamless support.
Continuous Improvement Minded - You actively seek opportunities to improve…
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