Job Description

About Green Private Wealth

Green Private Wealth is a leading wealth advisory firm dedicated to delivering exceptional client service and innovative financial solutions. Our collaborative, growth-focused environment empowers advisors and staff to achieve their highest potential and make a meaningful impact on clients and the community.

Position Summary

We are seeking a proactive, creative, and tech-forward Securities Licensed Administrator. The ideal candidate thrives on organization, creativity, and leveraging technology to drive results. Must have CSC.

Key Responsibilities

Ensure compliance is adhered to in daily activities Work directly with the advisor and team to accomplish daily tasks Coordinate scheduling, client communications, and office logistics Support clients and advisors with onboarding, communication, retirement plans and reviews Assist with CRM workflows, ensuring efficient processes for advisors and staff

Qualifications

3+ years' experience in office administration (wealth management/financial services preferred) CSC mandatory Strong problem-solving skills Effective communication and interpersonal skills Strong writing, editing, and creative skills Familiarity with email marketing and CRM systems Highly organized, detail-oriented, and able to juggle multiple projects Proactive, self-motivated, and collaborative--comfortable working closely with executive leadership

Reporting Structure

Reports to: Chief Financial & Operating Officer (CFOO) Works closely with advisor and other admin staff

Compensation & Benefits

We offer a competitive salary and benefits package, along with opportunities for professional growth and development.

How to Apply

Interested candidates should submit their resume and a cover letter detailing your qualifications and experience to support@greenprivatewealth.com.

Job Type: Full-time

Pay: $60,000.00-$75,000.00 per year

Benefits:

Extended health care On-site parking RRSP match
Work Location: In person