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 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 setting





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 environment 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

We thank all applicants, however, only those under consideration will be contacted.

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