Job Description

We’re looking for a full onsite Administrative Assistant in the wealth management industry in downtown Vancouver, BC.


Our client is a well-established wealth management firm focused on building long-term client relationships and delivering high-quality, personalized financial services. The team operates in a collaborative, detail-oriented environment where accuracy, professionalism, and client service are critical. The Administrative Assistant will be responsible for supporting the wealth management team with client documentation, account maintenance, reporting, and day-to-day administrative support.

Administrative Assistant responsibilities:

  • Process and follow up on client documentation to ensure proper account maintenance and compliance.
  • Work closely with the wealth management team to support client relationships and business operations.
  • Maintain account lists and compile statistical information and internal reports.
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