Who We Are:

Novella Wealth is a financial brokerage located in Richmond, BC. We are a team of financial professionals dedicated to educating and guiding clients toward their financial goals. By crafting tailored financial plans to meet each client’s unique needs, we help them build a secure financial future. We work collaboratively, value teamwork and respect, and strive to deliver the best possible experience for our clients and staff.

We are currently seeking a full-time Financial Administrative Assistant to join our Operations team. This role provides day-to-day support to a senior associate in managing client business, assists the administrative department as needed, and contributes to company ad hoc events.

Position Overview

We are seeking a full-time Administrative Assistant to join our Operations Team. This role plays a key part in supporting the efficiency of the brokerage by managing client information, processing documentation, and coordinating administrative activities. The position also supports the Operations Team in enhancing business processes, marketing initiatives, reporting, and front desk operations.

Key Responsibilities

 Serve as the first point of contact at the reception desk for advisors, staff, and clients

 Answer incoming calls and provide general administrative support

 Manage and distribute incoming and outgoing correspondence (physical and electronic)

 Maintain and organize client files, transaction records, and documentation

 Coordinate calendars, meeting schedules, and boardroom bookings

 Perform accurate data entry and maintain up-to-date client profiles in the CRM system

 Communicate professionally with advisors, clients, and business partners to support ongoing and pending business





 Provide administrative support for insurance and investment operations

 Liaise with advisors and insurance providers to process new business (life, disability, critical illness, and investments)

 Track and follow up on investment loan applications and T2033 transfers

 Prepare weekly, monthly, and annual sales and production reports

 Assist with event planning and team training coordination

 Maintain office supplies, organization, and general office upkeep

 Participate in training and development opportunities

 Perform other administrative duties as required

Qualifications & Skills

 Minimum 1 year of administrative experience (finance industry experience is an asset)

 Strong written and verbal communication skills

 Excellent organizational, planning, and time management abilities

 High attention to detail and accuracy

 Ability to work effectively in a fast-paced workplace

 Capable of working both independently and collaboratively

 Proficient in Microsoft Office Suite

 Strong research, problem-solving, and administrative skills

 Fluent in English and Cantonese

 LLQP license or willingness to obtain is an asset The Ideal Candidate

 Friendly, reliable, and team-oriented

 Detail-oriented with strong multitasking abilities

 Professional, motivated, and committed to high-quality work

 Values teamwork and contributes to a positive, inclusive work setting

 Empathetic and able to understand diverse perspectives

 Eager to learn and continuously improve processes and efficiency

Job Type: Full-time

Pay: From $43,000.00 per year

Benefits

- Dental care
- Extended health care
- Life insurance

Application question(s):
- Are you legal to work in Canada?

Language:
- Cantonese (required)

Work Location: In person

📌 Administrative Assistant/Receptionist (Richmond)
🏢 Novella Wealth
📍 Richmond