Be a pivotal part of Nicola Wealth's Private Wealth Team as an Administrative Associate based in Vancouver. Contribute to outstanding client service while managing key administrative functions in a hybrid setting.

You will provide crucial support to Wealth Advisors, facilitating client onboarding and maintaining impeccable records in Salesforce. Key activities include coordinating meetings, preparing materials, and tracking business development efforts. This role opens doors for career advancement within wealth management.

Key Responsibilities: • Supports Wealth Advisors with administrative tasks • Manages day-to-day client requests and meetings • Processes onboarding and maintains Salesforce records • Coordinates client events and invitations • Aids in business development tracking and leads management

Requirements: • Minimum 1 year of experience in administration • Prior experience in financial services is an asset • Education in finance or related discipline required • Robust knowledge of MS Office Suite and technology • Must have legal eligibility to work in Canada

Excel in your administrative role at Nicola Wealth, where client satisfaction is paramount. #J-18808-Ljbffr

📌 Client-Focused Administrative Associate (Winnipeg)
🏢 Nicola Wealth
📍 Winnipeg