OVERVIEW

Clay, Fung & Associates Private Wealth Management is a Victoria-based Wealth Management practice that provides a comprehensive range of financial planning products and services to retirees, professionals, and business owners. Drawing on your previous administrative experience, you will play a key role in supporting the planning, organization, and day-to-day operations of a client-focused financial planning practice. We are seeking a self-motivated, disciplined, and detail-oriented individual who is passionate about delivering exceptional client service and is looking to build a rewarding life and career opportunity with our team.

Our practice is affiliated with IG Wealth Management, a subsidiary of IGM Financial and a member of the Power Financial Corporation group of companies. By joining Clay, Fung & Associates, you will become part of a trusted and established organization backed by an industry leader that Canadians have relied on for more than 100 years. OUR VALUES

We are committed to offering our clients a comprehensive financial plan and helping it come to fruition. We always follow through and finish what we start in a timely manner. We incorporate a team based collaborative approach to ensure our clients get the best of us. We are committed to helping our clients reach their lifetime financial goals. THE OPPORTUNITIES

Join a team with over 35 years of combined financial planning experience, serving the nicest clients in Victoria





Enjoy opportunities for personal and professional development in a supportive team environment SPECIFICALLY, YOU WILL

Review client accounts, execute trade orders, prepare documentation, input client data into a CRM and ensure practice activity meets top compliance and audit standards

Fill out digital applications and forms, maintain excel spreadsheets and CRM reports

Plan and execute on marketing events, personalize invites, and manage guest lists

Manage social media accounts and weekly team newsletter, ensure adequate and appropriate posting, monitor, and promote engagement

Respond to client inquiries, book and coordinate client appointments, manage advisor calendars

Perform other duties and responsibilities as assigned to support the effective operation of the practice and team objectives THE BENEFITS

Flexible part-time schedule of 25 – 30 hrs per a week, worked during core daytime business hours, with the opportunity to transition into a full-time role in the future.

Enjoy a modern work workplace with flexibility and the potential for remote work as role evolves. TO QUALIFY FOR THIS OPPORTUNITY, YOU SHOULD POSSSESS

Excellent interpersonal communication skills

Strong technical ability, including experience with Microsoft Office and the ability to gain new skills with software quickly

Excellent prioritization and time management skills A pleasant, solutions-oriented attitude A high level of attention to detail Contact Us: Please email your resume to [email protected] We thank all applicants, however, only those under consideration will be contacted.

📌 Administrative Assistant (Victoria)
🏢 IG Private Wealth Management- Clay, Fung u0026 Associates
📍 Victoria