Executive Assistant

iA Private Wealth – Morgan Creek

About Us

iA Financial Group, the parent company of iA Private Wealth, is one of Canada’s largest wealth management and insurance firms.

We are a team of independent advisors affiliated with iA Private Wealth, located in Morgan Creek / South Surrey. Supported by a dedicated administrative team, we are committed to providing our clients with attentive service and consistent guidance.

The Opportunity

Our office is seeking a full time, in-office Executive Assistant to work closely with our advisors and administrative team. This role is ideal for a highly organized, detail-oriented professional who enjoys working in a client-focused environment and takes pride in ensuring that advisors and clients receive exceptional support.

The Executive Assistant will play an important role in preparing for client meetings, coordinating schedules, managing follow-up activities, and assisting with a variety of day-to-day client service needs.

Key Responsibilities

- Meet monthly with advisors to review upcoming client meetings and priorities
- Contact clients to confirm meeting details, schedules, and instructions
- Coordinate travel and restaurant reservations for advisors
- Prepare advisors for client meetings by generating statements, reports, and other required materials
- Record detailed meeting notes and follow-up items in CRM




- Process paperwork and complete post-meeting follow-up tasks
- Assist with day-to-day client requests, including online account access and contact information changes
- Answer incoming phone calls and provide receptionist coverage during vacation periods
- Provide administrative support during tax season
- Assist with other administrative and client service responsibilities as required

Qualifications & Skills

- Excellent communication and interpersonal skills
- Strong organizational skills and exceptional attention to detail
- Ability to prioritize multiple tasks and meet deadlines
- Professional, reliable, and client-focused approach
- Proficiency with Microsoft Office, including Outlook, Word, and Excel
- Experience working with a CRM system
- Previous experience in financial services, wealth management, or a professional office environment is an asset

Compensation & Hours

Salary: $65,000–$75,000 per year

Schedule: Full-time, Monday to Friday, 9:00 a.m. to 5:00 p.m.

Location: In-office, Morgan Creek / South Surrey, BC

How to Apply

If you are an organized and personable professional who enjoys supporting a team and working directly with clients, we would welcome the opportunity to hear from you. Please submit your resume and a brief cover letter outlining your interest in the position.

📌 Executive Assistant (Surrey)
🏢 iA Private Wealth Morgan Creek
📍 Surrey