Join Nicola Wealth as an Administrative Associate in Vancouver and make a significant impact in wealth management support. This hybrid role focuses on enhancing client experiences and team operations.
As part of the Private Wealth Team, you will assist Wealth Advisors by managing administrative tasks and ensuring seamless client interaction. Your role will include coordinating client events, processing new business requests, and maintaining organized records in Salesforce. This position offers growth opportunities in both administrative and wealth planning career paths.
Key Responsibilities:
• Deliver administrative support to Wealth Advisors'
• Schedule and coordinate meetings with clients
• Maintain accurate client records in Salesforce




• Organize client events and manage communications
• Track leads in Salesforce to support business development
Requirements:
• At least 1 year of administrative experience
• Background in financial services preferred
• Post-secondary degree in finance or related field
• High proficiency in MS Word, Excel, and PowerPoint
• Eligibility to work in Canada required
Harness your skills at Nicola Wealth, contributing to exceptional client service in a team-oriented environment.
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📌 Vancouver Administrative Associate Role
🏢 Nicola Wealth
📍 Vancouver