Enhance member experiences as a Securities Administrator at Vancity’s Surrey Office. Provide crucial support for Sustainable Wealth Management, focusing on accurate transaction processing and compliance. At Vancity, we seek a detail-oriented Securities Administrator to be a supportive force for our advisory teams.

This role enables financial advisors to deliver exceptional service by managing member transactions efficiently and ensuring compliance with all policies. You'll help build a cooperative environment, driving continuous improvements in service and operations while actively addressing member inquiries. Key Responsibilities:

- Provide admin support to Sustainable Wealth Management teams
- Review and process member transactions promptly




- Ensure compliance with regulatory and internal policies
- Support Wealth Advisors in post-meeting admin tasks
- Recommend process improvements for service delivery Requirements:
- Minimum 2 years in financial services or related admin role
- Strong grasp of regulatory compliance principles
- Advanced organizational skills for managing priorities
- Proficiency in Microsoft Office and financial tech platforms
- Completion of Canadian Securities Course or equivalent Bring your dedication to member service and compliance expertise to Vancity's vibrant team in Surrey.

📌 Securities Administrator at Vancity (Surrey)
🏢 Vancity
📍 Surrey