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Added 13 mins ago
FD
Director Partnerships Beverage
Fil Delivery
Mississauga, ON
- Full-time
6+ years in account management, customer success, or supply chain consulting, with experience managing enterprise accounts.
Added 13 mins ago
B
Facility Services Manager
BGIS
ON · Ontario, Canada
- Full-time
Identify any quality, compliance and contractual issues and communicate them to the appropriate BGIS and customer management teams. Work with those teams to resolve any identified issues.
Added 13 mins ago
SA
Account Executive
STAN AI
Toronto, ON · North York, ON
- $90,000 to $115,000 USD / year
- Full-time
We are looking for a high-performing Account Executive to drive STAN’s growth by managing the full sales cycle - from initial prospecting and discovery to closing deals and hand-off. You…
Added 27 mins ago
B
Facility Services Manager
BGIS
ON · ON, Canada
- Full-time
Identify any quality, compliance and contractual issues and communicate them to the appropriate BGIS and customer management teams. Work with those teams to resolve any identified issues.
Added 43 mins ago
FB
Loan Consultant
Fairstone Bank
Chandler, QC
- Full-time
Understanding customer needs to recommend the right financial solutions
Added 57 mins ago
AC
Customer Service Representative
Aston Carter
Calgary, AB
- $20 CAD / hour
- Contract
Growth opportunities into account management and leadership roles
Added 1 hour ago
W
(CAN) Stock Unloader Associate
Walmart
Prince Albert, SK
- Part-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 1 hour ago
EP
Sr. Operations Manager – Rating and Forms
Embrace Pet Insurance
NB · Chiasson Office, NB
- Full-time
…innovative insurance solutions, technology-enabled services, and a customer-first mindset, we help families protect the health and well-being of their furry companions. As part of a growing…
Added 2 hours ago
W
(CAN) Stock Unloader Associate
Walmart
Kitchener, ON
- Part-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 3 hours ago
KS
Western Regional Sales Manager - Alberta
Kinetic Search Group
AB · Alberta, Canada
- $110,000 to $125,000 CAD / year
- Full-time
…strength and stability of an established industry leader with the customer-focused approach of a specialized technical distributor. We are seeking an experienced Western Regional Sales…
Added 3 hours ago
CH
Sales & Catering Manager - Courtyard by Marriott Edmonton Downtown
Concord Hospitality Enterprises
Edmonton, AB
- Full-time
Being the Sales & Catering Manager at a Concord Hospitality property means you hold an important key to the hotel’s success. You will develop and foster hotel business through direct sales,…
Added 3 hours ago
W
(CAN) Préposé au déchargement
Walmart
Terrebonne, QC
- Part-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 5 hours ago
W
(CAN) Stock Unloader Associate
Walmart
Cobourg, ON
- Part-time
…workspace. As part of the team, you help support a positive customer experience and contribute to the store’s success. This role is a great fit for individuals looking for an active,…
Added 5 hours ago
P
Delivery Driver
PepsiCo
Essex, ON
- Temporary
Your experience may include customer service. This is a great role for people who worked successfully with a high degree of independence and have experience dealing with people.
Added 5 hours ago
A
Agent.e de perception bilingue (Hybride) / Bilingual Perception Agent (Hybrid)
Alterfina
QC
- Full-time
Joining Alterfina means becoming part of a dynamic team where your role has a direct impact on the company’s success… and on the lives of our clients.
Added 5 hours ago
NA
Client Assistant, Commercial Insurance
NFP, an Aon company (Canada)
Grande Prairie, AB
- Full-time
We’re looking for a Client Assistant/Account Administrator to serve as an integral member of the Commercial Lines Mid-Market Team. With this role, you will open the door to an exciting…
Added 7 hours ago
B
Tenant Services Coordinator
BGIS
Toronto, ON
- Full-time
BGIS is a leading provider of customized facility management and real estate services. With a combined team of over 10,000 professionals worldwide, we relentlessly focus on enabling…
Added 7 hours ago
CS
Bilingual Banking IT Project Manager
Cynet Systems
Montreal, QC
- $64 to $69 CAD / hour
- Contract
Experience in Cash Management, SWIFT payments, and Banking.
Added 7 hours ago
NB
Associate
National Bank of Canada
Surrey, BC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 7 hours ago
M
CRM Project Manager
Monks
Toronto, ON
- Full-time
As a CRM Project Manager, you will hold a critical project and people leadership role responsible for the progress and success of one or more projects. This could include leading full…
Added 7 hours ago
AL
Analyst, Accounts Receivable
Avenue Living
Calgary, AB
- Full-time
Avenue Living Asset Management is dedicated to sourcing, analyzing, and strategizing long-term investments. Since 2006, we have grown rapidly across North America, with more than $9 billion…
Added 8 hours ago
U
Credit Supervisor
Uline
Toronto, ON · Hamilton, ON · Mississauga, ON · Cambridge, ON · Milton, ON · Canada Corporate (KC)
- Full-time
Collaborate with Collections and Sales teams to resolve customer account issues and evaluate orders stopped for credit review when needed.
Added 9 hours ago
CK
Senior Financial Analyst, Financial Information and Controls
Circle K
Laval, QC
- Full-time
At Couche-Tard/Circle K, our mission is simple: to make our customer’s lives a little easier everyday. You may have already stopped for coffee, refueling your car, or eating something on…
Added 9 hours ago
CL
Client Service Associate, Insurance and Investments
Canada Life
Winnipeg, MB
- Full-time
Integral to the success of this role the ideal candidate must possess effective communication skills, empathy, optimism, attention to detail and a strong focus on growth both personally and…
Added 9 hours ago
B
Facility Manager III
BGIS
Toronto, ON
- Full-time
BGIS is a leading provider of customized facility management and real estate services. With a combined team of over 10,000 professionals worldwide, we relentlessly focus on enabling…

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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