Administrative Associate (Vancouver)

at  Nicola Wealth

ABOUT NICOLA WEALTH:

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

REQUIRED SKILLS & QUALIFICATIONS:

• Business degree, diploma, certificate, or equivalent experience.
• Minimum 1 year of related work experience in an administrative capacity.
• Experience working in a high performing client service-oriented work environment.
• Demonstrated diplomacy, tact, and professionalism in a high-volume environment.
• Highly proficient in MS Word, Excel, PowerPoint, Outlook, and technology in general.
• Superior attention to detail.
• Highly organized and skilled at focusing on a high volume of tasks with competing priorities and deadlines.
• Legally eligible to work in Canada for any employer.

ADDITIONAL SKILLS & QUALIFICATIONS:

• Canadian Securities Course (CSC) preferred.
• Prior experience working in the financial services or wealth management industry preferred.

PURPOSE OF THE ROLE:

As an integral member of our Advisory Team, you provide exceptional administrative support to teams of Wealth Advisors and Wealth Planning Associates to ensure client and team needs are being met. Your support provides leverage for the team to focus on growing our business, providing the best possible bespoke experiences for our valued clients. As an Administrative Associate, you will have opportunities to reach your career aspirations whether that be a brilliant career Administrative Associate or a future Wealth Planning Associate.
This role will operate on a hybrid working model and is based in Vancouver.

CORE RESPONSIBILITIES:

Practice Management

• Assist Wealth Advisors to effectively manage practice.
• Prepare and compile information and reports.
• Support cash management processes.
• Organize Wealth Advisors by managing tasks and reminders.
• Support Wealth Advisors with technology updates as needed.

Client Service

• Provide administrative support to teams of Wealth Advisors and Wealth Planning Associates.
• Support client meetings (schedule, coordinate, pre-meeting preparation, post-meeting follow-up and action items).
• Manage invitations to client events.
• Enter client information into Salesforce.
• Process new business requests for client onboarding.
• Manage day-to-day client requests and execute, as applicable.
• Communicate, both verbally and in writing, with clients when required.

Business Development

• Coordinate introductory meetings with prospective clients.
• Create “Lead” records for prospective clients in Salesforce.
• Track pipeline of prospective clients and ensure follow-up is provided.
• Follow up with Marketing Team as needed on incoming prospective leads.

Corporate Projects

• Coordinate and liaise with key stakeholders on behalf of Wealth Advisors for various corporate initiatives and projects, including and not exclusive to task management, reminders, meeting action items and deliverables.

Other relevant and related responsibilities, as assigned and as the needs of the organization change.