Job Description

Our client, a leading financial firm, is seeking a detail-oriented and proactive Senior Administrative Assistant to join their team in Vancouver. This is an exciting opportunity to play a vital role in a dynamic, fast-paced environment handing trade settlements, preparing reports, and quality assurance. The Senior Administrative Assistant is responsible for supporting the management of investment portfolios.
Senior Administrative Assistant responsibilities:

• Oversee all aspects of account management, including setup, transfers, and closures, to ensure a seamless client experience.
• Prepare comprehensive monthly and quarterly reports, presentations, and year-end tax packages.
• Keep client records up to date in the CRM system, tracking key interactions and essential documents.
• Handle financial transactions such as cheque processing, EFTs, and withdrawal requests with accuracy.
• Deliver timely, precise information to clients, tailored to their specific needs.
• Work closely with internal teams to enhance efficiency and coordination.
• Assist in planning and executing client events while serving as a welcoming and professional point of contact.
• Support office operations by managing supplies and handling various administrative tasks as needed.

The successful candidate has:

• Bachelor's degree in Finance, Business, Economics or related field.
• 3-5 years of experience in portfolio administration, investment management, or financial services.
• Interest and understanding in financial markets, investment products, and asset management
• Experience and proficiency in Excel and other financial software and tools.
• Strong analytical, problem-solving, and organizational abilities.
• Proven ability to thrive in high-pressure environments while juggling multiple priorities.
• Exceptional communication and interpersonal skills.
• Preferred Canadian Securities Course (CSC) or Chartered Investment Manager (CIM) designation (or working towards certification).
• CFA Level 1 is a plus.

Compensation and Benefits:

• Competitive salary range of $60,000 ? $70,000 (negotiable based on experience).
• Career development opportunities.
• A comprehensive benefits package including health and dental benefits.

Candidates must be eligible to work in Canada. Only candidates selected to move forward in the hiring process will be contacted.

Skills Required