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iA Private Wealth

Licensed Senior Administrative Assistant

White Rock, BC, Canada

Pay: Starting at a base of $30/hour + Benefits · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: Pay: Starting at a base of $30/hour + Benefits
Job type: Full-time
Apply by: Nov 29, 2026
Experience: At least 5 years of administrative experience, ideally in financial services, or a professional office
Posting language: English
Posted: Oct 30, 2026

Original job description

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.

Apply About employer

More about this job

Responsibilities

Support clients and manage account administration, documentation, meeting materials, CRM records, scheduling, and compliant electronic and paper files. Assist with trade entry once licensed and help improve the practice’s systems and workflows.

Requirements

A university degree and at least five years of administrative experience are required, ideally in financial services or a professional office. Candidates should have strong organizational and computer skills, client-facing professionalism, and attention to detail; CSC completion or licensing is preferred.

Skills

Client Service
Client Account Administration
Know Your Client (KYC)
Account Transfers
Salesforce
Microsoft Office
Microsoft Outlook
Microsoft Excel
Electronic File Management
Calendar Management
Compliance Support
Trade Entry
Organization
Attention to Detail
Workflow Improvement

Benefits

Health Benefits
Performance Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Private Wealth Management
Financial Services
Client Service
Client Account Administration
Know Your Client (KYC)
Account Transfers
Client Onboarding
Account Documentation
Salesforce
Microsoft Office
Microsoft Outlook
Microsoft Excel
Calendar Management
Electronic File Management
Compliance
Trade Entry
Canadian Securities Course (CSC)
CIRO
Workflow Improvement
Administrative Support

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