Administrative Associate In Vancouver

Elevate your career with Nicola Wealth as an Administrative Associate in Vancouver. Provide exceptional support to Wealth Advisors and enhance client experiences in a hybrid work model.

As a key member of the Private Wealth Team, you will assist Wealth Advisors by managing tasks, coordinating client meetings, and supporting business development efforts. Your role is ideal for someone eager to learn and grow into more advanced positions within wealth planning, all while working in a team-oriented setting.

Key Responsibilities

• Assist in managing Wealth Advisors practice effectively
• Organize and prepare reports and information
• Provide support for client onboarding processes
• Schedule and coordinate client meetings
• Create and track prospective client leads in Salesforce

Requirements

• Minimum 1 year of administrative experience
• Business degree or relevant certification requi...