First seen by our source: 3 hours ago
Licensed Senior Administrative Assistant
@ iA Private Wealth
White Rock, British Columbia
Overview
iA Private Wealth is hiring a Licensed Senior Administrative Assistant for its White Rock/South Surrey, BC private wealth practice. The role handles client contact, account administration, CRM upkeep and advisor support. Full-time permanent, starting at $30/hour plus health benefits and performance bonuses.
Responsibilities:
- Greet and support clients by phone, email and in person
- Open, update and maintain client accounts and KYC records
- Prepare meeting packages, reports and correspondence
- Keep the Salesforce CRM and advisor calendar current
- Maintain compliant electronic and paper files
Requirements summary:
- University degree
- At least 5 years of administrative experience
- Fluency with Salesforce, Microsoft Office, Outlook and Excel
- Exceptional attention to detail and organization
- Strong electronic file management habits
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Senior |
| Department | Administrative |
| Experience | 5+ years |
| Hours per week | 40 (estimated) |
| Schedule | day |
| Travel | air: none · ground: none |
| Work setting | Office, Client sites |
| Position | Sitting and standing |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | Licensed assistant |
| Education | Bachelor’s degree (required) |
| Perks mentioned | Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
iA Private Wealth
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
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 environment 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.
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