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.

📌 Administrative Associate In Wealth Management Vancouver
🏢 Nicola Wealth
📍 Vancouver