Client Service Administrative Associate
Job in
Vancouver, BC, Canada
Listing for:
The Headhunters
Full Time
position
Listed on 2026-02-26
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Data Entry
-
Finance & Banking
Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 50000 - 70000 CAD Yearly
CAD
50000.00
70000.00
YEAR
Job Description & How to Apply Below
We’re looking for a full onsite Administrative Assistant in the wealth management industry in downtown Vancouver, BC.
Our client is a well-established wealth management firm focused on building long-term client relationships and delivering high-quality, personalized financial services. The team operates in a collaborative, detail-oriented environment where accuracy, professionalism, and client service are critical. The Administrative Assistant will be responsible for supporting the wealth management team with client documentation, account maintenance, reporting, and day-to-day administrative support.
Administrative Assistant responsibilities:
Process and follow up on client documentation to ensure proper account maintenance and compliance.Work closely with the wealth management team to support client relationships and business operations.Maintain account lists and compile statistical information and internal reports.Assist with servicing existing clients and responding to routine inquiries.Support KYC documentation processes with a strong emphasis on accuracy and completeness.Perform additional administrative duties as required.The successful candidate has:
Related administrative experience within wealth management or the securities industry. (pay is commensurate with experience, we are open to varying experience levels for this role)A well-rounded understanding of securities industry processes and documentation.Excellent communication and interpersonal skills.Strong organizational skills with exceptional attention to detail.Proven ability to manage multiple priorities, meet deadlines, and work independently.Intermediate to advanced computer skills, including strong working knowledge of MS Office.Experience with Dataphile and Salesforce is considered an asset.Completion of CSC and CPH and CIRO licensing is beneficial but not required for this role.Compensation and benefits:
The discussed salary range is $50,000 – $70,000 depending on experienceCandidates with additional experience and higher compensation expectations may also be consideredComprehensive benefits packageProfessional, team-oriented work environmentDowntown Vancouver office locationCandidates must be eligible to work in Canada. Only candidates selected to move forward in the hiring process will be contacted.
Position Requirements
10+ Years
work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
