Licensed Senior Administrative Assistant

About the role

We're hiring a Licensed Senior Administrative Assistant to keep a busy private wealth practice running smoothly. You'll be the first point of contact for our clients and the person who makes sure every account, file and follow-up is handled correctly.

iA Private Wealth is one of Canada's largest independent wealth management firms. Our practice in White Rock/South Surrey, BC, is a close-knit team serving individuals, families and business owners. That means real responsibility, direct access to the advisor, and room to shape how the office runs.

What you'll do

• Greet and support clients by phone, email and in person with professionalism and warmth

• Open, update, and maintain client accounts, including KYC updates, account transfers, and account documentation

• Prepare meeting packages, reports, and correspondence for client reviews

• Keep the CRM (Salesforce) accurate and current: contacts, notes, tasks, and follow-ups

• Manage the advisor's calendar, client meetings, and reminders

• Maintain organized, compliant, electronic, and paper files

• Build and maintain tracking spreadsheets in Excel

• Process paperwork and support compliance requirements with careful attention to detail

• Once licensed, assist with trade entry and account activity under the advisor's direction

• Suggest and help implement better systems and workflows for the practice

What you bring

• University degree

• At least 5 years of administrative experience, ideally in financial services, or a professional office

• Exceptional attention to detail and strong organizational skills

• Fluency with computer systems, including CRM software (Salesforce), Microsoft Office, Outlook and Excel

• Strong electronic file management habits

• Confidence working with clients in a professional, confidential environment

• An entrepreneurial spirit: you take initiative, solve problems and care about the success of the practice

Nice to have

• Canadian Securities Course (CSC) completed

• Already licensed as an assistant, or ready to become licensed

• Experience in a CIRO-regulated investment firm

• Familiarity with client onboarding, KYC and account administration

What we offer

• Term: Full-time with flexibility, Permanent position

• Start date: Available immediately

• Pay: Starting at a base of $30/hour + Benefits

• Bonus: Performance bonuses

• Benefits: Health benefits

• A professional, supportive team environment with room to grow as the practice grows

How to apply

Send your resume and a short cover letter to admin@belcherwealth.ca. Tell us about your experience, your software skills, and your CSC or licensing status.

We thank all applicants. Only those selected for an interview will be contacted.