Humans of HR is working with a top financial services firm in Vancouver to find an Wealth Management Associate to join their team.

This is a great prospect for someone who has an interest in wealth management and wants to build a long-term career in a financial environment. A degree or designation in the financial services field is considered an asset.

What you'll be doing:
Supporting a team of senior professionals with day-to-day administration
Coordinating meetings, schedules and follow-ups
Preparing client documentation and meeting materials
Supporting client onboarding and account-related processes
Responding to client requests and providing a high level of service
Maintaining accurate information within internal systems




Assisting with business development and tracking prospective clients
Supporting internal projects and coordinating action items

What we're looking for:
Financial services experience and/or CSC is an asset
Robust organization and attention to detail
Excellent written and verbal communication skills
Comfortable managing multiple priorities in a fast-paced environment
Robust Microsoft Office skills, particularly Excel, Outlook and PowerPoint
Skilled, polished and confident when interacting with clients
Experience with Salesforce or another CRM is an asset

📌 Wealth Management Associate Vancouver (Canada)
🏢 Humans of HR
📍 Canada