Nicola Wealth
Hybrid Administrative Associate Role
Job Description
Transform your career at Nicola Wealth as an Administrative Associate in a hybrid setting based in Vancouver. Provide crucial support to Wealth Advisors and enhance client service delivery.
In this essential role, you'll ensure the Private Wealth Team operates smoothly by managing tasks, preparing client-related documents, and facilitating meetings. This position is ideal for candidates aiming to develop a long-term career in administration within the wealth management sector.
Key Responsibilities:
• Assist in the organization of Wealth Advisors’ practices
• Provide administrative support for client meetings and communication
• Track metrics of prospective clients in Salesforce
• Coordinate client event logistics and invitations
• Participate in managing corporate project initiatives
Requirements:
• One year of experience in an administrative role
• Business degree, diploma, or comparable experience
• Proficient in MS Word, Excel, and related technologi...
In this essential role, you'll ensure the Private Wealth Team operates smoothly by managing tasks, preparing client-related documents, and facilitating meetings. This position is ideal for candidates aiming to develop a long-term career in administration within the wealth management sector.
Key Responsibilities:
• Assist in the organization of Wealth Advisors’ practices
• Provide administrative support for client meetings and communication
• Track metrics of prospective clients in Salesforce
• Coordinate client event logistics and invitations
• Participate in managing corporate project initiatives
Requirements:
• One year of experience in an administrative role
• Business degree, diploma, or comparable experience
• Proficient in MS Word, Excel, and related technologi...