Support Vancity's Wealth Management teams as a Securities Administrator in Surrey, BC, focusing on member transactions in a hybrid work environment.

Your role will be vital in enhancing member experience. This full time, 18-month contract will see you as the first point of contact for advisory teams in the Sustainable Wealth Management sector. Your task is to facilitate financial transactions efficiently while ensuring compliance with regulatory requirements. Your service-oriented mindset will be key to building team-oriented relationships and enhancing operational processes. Key Responsibilities:
Review and process member transactions effectively
Ensure compliance with regulatory and organizational policies




Support Wealth Advisors in administrative functions
Identify opportunities for process improvements
Maintain organized records for audits and compliance Requirements:
Minimum 2 years in wealth or financial administration
Strong understanding of compliance and risk management
Advanced communication and organizational abilities
Proficiency in Microsoft Office and financial systems
Completion of Canadian Securities Course (CSC) Leverage your administrative expertise and commitment to service in Vancity's energetic Securities Administrator role.

📌 Join Vancity As Securities Administrator Surrey (Canada)
🏢 Vancity (2.0)
📍 Canada