Job Description

Job Summary

We are seeking a highly organized, detail-oriented, and proactive Administrative Assistant to join our wealth-management team in Victoria. The successful candidate will provide vital administrative and operational support to a Senior Investment Advisor and her clients. This role requires professionalism, accuracy, and a strong ability to prioritize in a fast-paced environment. Prior financial-industry experience is an asset but not required for the right candidate with strong administrative skills and a passion for excellence.

Location:

Victoria, BC

Position Type:

Full-Time, On-Site

Compensation:

Starting from $60,000 CAD, commensurate with experience

Key Responsibilities

Provide administrative support including data entry, document preparation, and daily office coordination. Prepare and organize client documentation, portfolio review materials, and meeting packages. Coordinate schedules, book appointments, and ensure efficient calendar management. Maintain accurate electronic and physical client files in accordance with compliance protocols. Draft, proofread, and distribute correspondence, reports, and forms with high attention to detail. Respond promptly and professionally to client emails and inquiries. Assist with expense tracking, invoice handling, and basic financial recordkeeping. Manage office supplies, vendor coordination, and overall office organization. Proactively identify workflow improvements and anticipate team needs.

Qualifications & Skills

Minimum

2 years of administrative experience*, preferably in finance, insurance, legal, or other regulated industries.
Exceptional attention to detail, accuracy, and follow-through. Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook). Strong written and verbal communication skills with a professional demeanor. Excellent organizational and time-management abilities; capable of handling multiple priorities. Proven ability to handle confidential information with discretion and integrity. Strong interpersonal skills and a client-service mindset. Familiarity with CRM or financial software (e.g., Dataphile, Croesus, Salesforce) considered an asset. Post-secondary education in Business Administration, Finance, or a related field preferred.

Why Join Us

You'll be joining a respected and client-focused advisory practice within a supportive, professional environment. We value individuals who take initiative, deliver precision, and uphold the highest standards of confidentiality and service. This role offers the opportunity to develop expertise within the wealth-management industry, gain hands-on experience, and grow with a team that values excellence and integrity.

How to Apply

If you're a motivated professional with strong organizational skills and a desire to contribute to a high-performing wealth-management team, we'd love to hear from you!

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

Paid time off
Work Location: In person