About the role

We're hiring a Licensed Senior Administrative Assistant to keep a busy private wealth practice running smoothly. You'll be the first point of contact for our clients and the person who makes sure every account, file and follow-up is handled correctly.

iA Private Wealth is one of Canada's largest independent wealth management firms. Our practice in White Rock/South Surrey, BC, is a close-knit team serving individuals, families and business owners. That means real responsibility, direct access to the advisor, and room to shape how the office runs.

What you'll do

- Greet and support clients by phone, email and in person with professionalism and warmth
- Open, update, and maintain client accounts, including KYC updates, account transfers, and account documentation
- Prepare meeting packages, reports, and correspondence for client reviews
- Keep the CRM (Salesforce) accurate and current: contacts, notes, tasks, and follow-ups
- Manage the advisor's calendar, client meetings, and reminders
- Maintain organized, compliant, electronic, and paper files
- Build and maintain tracking spreadsheets in Excel
- Process paperwork and support compliance requirements with careful attention to detail
- Once licensed, assist with trade entry and account activity under the advisor's direction
- Suggest and help implement better systems and workflows for the practice

What you bring

- University degree




- At least 5 years of administrative experience, ideally in financial services, or a professional office
- Exceptional attention to detail and strong organizational skills
- Fluency with computer systems, including CRM software (Salesforce), Microsoft Office, Outlook and Excel
- Strong electronic file management habits
- Confidence working with clients in a professional, confidential environment
- An entrepreneurial spirit: you take initiative, solve problems and care about the success of the practice

Nice to have

- Canadian Securities Course (CSC) completed
- Already licensed as an assistant, or ready to become licensed
- Experience in a CIRO-regulated investment firm
- Familiarity with client onboarding, KYC and account administration

What we offer

• Term: Full-time with flexibility, Permanent position

• Start date: Available immediately

• Pay: Starting at a base of $30/hour + Benefits

• Bonus: Performance bonuses

• Benefits: Health benefits

- A professional, supportive team workplace with room to grow as the practice grows

How to apply

Send your resume and a short cover letter to [email protected]. Tell us about your experience, your software skills, and your CSC or licensing status.

We thank all applicants. Only those selected for an interview will be contacted.

📌 Licensed Senior Administrative Assistant (White Rock)
🏢 iA Private Wealth
📍 White Rock