Elevate your career with Nicola Wealth as an Administrative Associate in Vancouver. Provide essential support to Wealth Advisors and enhance client service while working in a hybrid mode.
In this role, you will be a crucial part of the Private Wealth Team, facilitating exceptional service for clients and supporting advisors effectively. Key responsibilities include managing client requests, updating Salesforce records, and coordinating meetings. This is your chance to explore a rewarding career path as both an Administrative Associate and a potential Wealth Planning Associate.
Key Responsibilities:
• Provide comprehensive administrative support to Wealth Advisors • Coordinate client meetings and service activities • Process client onboarding and maintain accurate records • Organize client events and manage invitations • Support business development through Salesforce tracking
Requirements: • Minimum 1 year in an administrative role • Experience in financial services preferred • Post-secondary education in finance or related field • Proficiency in MS Office Suite • Must be legally eligible to work in Canada
Become a vital part of Nicola Wealth’s mission to deliver exceptional client service in Vancouver. #J-18808-Ljbffr