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 skilled, confidential setting
An entrepreneurial spirit: you take initiative, solve problems and care about the success of the practice

Nice to have
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
Pay:Starting at a base of $30/hour + Advantages
Bonus:Performance bonuses
A professional, supportive team environment with room to grow as the practice grows

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

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