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 collaborative setting, 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.
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📌 Securities Administrator at Vancity (Surrey)
🏢 Vancity
📍 Surrey