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 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 • Robust 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. #J-18808-Ljbffr

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