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. 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 Keep the CRM (Salesforce) accurate and current: contacts, notes, tasks,
and follow-ups Build and maintain tracking spreadsheets in Excel 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 At least 5 years of administrative experience, ideally in financial services, or a qualified office Fluency with computer systems, including CRM software (Salesforce), Microsoft Office, Outlook and Excel Already licensed as an assistant, or ready to become licensed Familiarity with client onboarding, KYC and account administration Term:Full-time with flexibility, Permanent position Bonus:Performance bonuses