Support Vancity's Wealth Management teams as a Securities Administrator in Surrey, BC, focusing on member transactions in a hybrid work setting. Your role will be vital in enhancing member experience.
This full-time, 18-month contract will see you as the first point of contact for advisory teams in the Sustainable Wealth Management sector. Your task is to facilitate financial transactions efficiently while ensuring compliance with regulatory requirements. Your service-oriented mindset will be key to building collaborative relationships and enhancing operational processes.
Key Responsibilities:
• Review and process member transactions effectively
• Ensure compliance with regulatory and organizational policies
• Support Wealth Advisors in administrative functions
• Identify opportunities for process improvements
• Maintain organized records for audits and compliance
Requirements:
• Minimum 2 years in wealth or financial administration
• Strong understanding of compliance and risk management
• Advanced communication and organizational abilities
• Proficiency in Microsoft Office and financial systems
• Completion of Canadian Securities Course (CSC)
Leverage your administrative expertise and commitment to service in Vancity's dynamic Securities Administrator role.
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