Shape your future at Sana Advisory Group as a Licensed Wealth Management Administrator in Surrey, British Columbia. You'll be a vital part of a team committed to delivering personalized financial services to clients.
As part of Sana Advisory Group, associated with CI Assante Wealth Management, you will support wealth management advisors by managing critical administrative tasks. The role requires a keen eye for detail and strong communication skills to maintain high standards in client service and documentation accuracy while ensuring compliance with financial regulations.
Key Responsibilities:
• Support advisors with daily administrative tasks
• Process account documentation and client instructions
• Maintain precise and confidential client records




• Assist with reporting and portfolio updates
• Ensure adherence to regulatory standards
Requirements:
• Five years of experience in wealth management or administration
• Solid understanding of investment products and structures
• Proficient in Microsoft Office and financial software
• Robust organizational and detail-oriented skills
• Ability to thrive independently and as part of a team
Join a close-knit environment that thrives on providing exceptional service and building lasting client relationships in wealth management.
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📌 Sana Advisory Group Wealth Management Administrator (Surrey)
🏢 Destinationone Consulting
📍 Surrey