Job Description

C. Taylor & Associates is a leading Private Wealth Management practice based in Terrace, BC. For over 25 years, we have helped high-net-worth individuals, business owners and affluent families take control of their complex financial matters with clear, actionable financial plans. We are seeking a full-time Administrative Assistant to support our growing team.

The ideal candidate will be a highly organized, resourceful professional who thrives in a fast-paced environment and has a passion for delivering exceptional client service. If you take initiative, have an eye for detail, and enjoy supporting both clients and colleagues, this role will be a great fit.

The Opportunity

Join a respected private wealth management practice in a growth industry. Contribute to a collaborative and supportive team environment. Enjoy opportunities for professional development with opportunities for advancement Participate in the success of a well-established practice.
Responsibilities

Client Relationship Management

Build and maintain positive client relationships through professional and responsive communication. Serve as the primary point of contact for client inquiries and requests. Manage client scheduling through Microsoft Bookings, including coordinating virtual and in-person appointments.
Administrative Support

Process client-related business transactions and documentation with accuracy and timeliness. Maintain organized digital client files and records, ensuring compliance requirements are met. Support day-to-day operations, including handling phone calls, emails, and correspondence.
Marketing & Event Coordination

Coordinate and execute client marketing initiatives, including webinars, workshops, and appreciation events. Assist with logistics for in-person events, from planning to follow-up communication. Support client engagement through digital platforms and communication tools.
Qualifications

Minimum 2 years of administrative support experience (financial services an asset). Strong technical ability, with proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and scheduling platforms such as Microsoft Bookings. Experience with Salesforce and DocuSign considered an asset. Excellent prioritization, organizational, and time management skills. Clear, professional communication skills (written and verbal). A positive, solutions-oriented attitude and strong attention to detail. Business Administration Diploma or relevant education/experience preferred. Completion of the Canadian Investment Funds Course considered an asset.
Compensation & Benefits

Salary: $48,750 - $54,600

Shared Extended Health Care

To Apply

Please send your cover letter and resume to jessica.macdonald@igpwm.ca.
We thank all applicants, however, only those under consideration will be contacted.

Expected start date: Fall 2025

Job Type: Full-time

Pay: $48,750.00-$54,600.00 per year

Benefits:

Extended health care
Work Location: In person