Nicola Wealth
Administrative Associate at Nicola Wealth
Job Description
Boost your career with Nicola Wealth as an Administrative Associate in Vancouver. Provide vital support to Wealth Advisors and enhance the overall client experience in a hybrid role.
As an integral member of the Private Wealth Team, you will manage various tasks and help coordinate client meetings. This position is perfect for someone eager to grow within wealth planning while collaborating within a supportive team environment.
Key Responsibilities:
• Assist in managing Wealth Advisors' practices effectively
• Organize and prepare essential reports and documentation
• Provide support for client onboarding processes
• Schedule and coordinate valuable client meetings
• Create and track prospective client leads in Salesforce
Requirements:
• Minimum 1 year of administrative experience
• Business degree or relevant certification required
• Proficient in MS Word, Excel, and PowerPoint
• Strong organizational skills and attention to detail
• Eligible to ...
As an integral member of the Private Wealth Team, you will manage various tasks and help coordinate client meetings. This position is perfect for someone eager to grow within wealth planning while collaborating within a supportive team environment.
Key Responsibilities:
• Assist in managing Wealth Advisors' practices effectively
• Organize and prepare essential reports and documentation
• Provide support for client onboarding processes
• Schedule and coordinate valuable client meetings
• Create and track prospective client leads in Salesforce
Requirements:
• Minimum 1 year of administrative experience
• Business degree or relevant certification required
• Proficient in MS Word, Excel, and PowerPoint
• Strong organizational skills and attention to detail
• Eligible to ...