Join Clay, Fung & Associates in Victoria as a part-time Administrative Assistant. Support client-focused wealth management with your organizational skills and attention to detail. This role is essential for maintaining the day-to-day operations of a wealth management practice affiliated with IG Wealth Management.

The ideal candidate is self-motivated and detail-oriented, looking to thrive in a supportive team workplace. You will enhance our client service while managing social media, coordinating appointments, and preparing key documentation. Key Responsibilities:

- Review and manage client accounts and trade orders
- Maintain CRM reports and Excel spreadsheets
- Plan and coordinate marketing events and guest lists
- Manage social media accounts and weekly newsletters
- Book client appointments and manage advisor calendars Requirements:
- Strong interpersonal communication skills
- Proficient in Microsoft Office
- Exceptional time management and prioritization skills
- Solutions-oriented with a pleasant attitude
- High attention to detail and accuracy Elevate your career in administrative support while contributing to client success at Clay, Fung & Associates.

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