destinationone Consulting has been retained by
Sana Advisory Group
, in partnership with CI Assante Wealth Management Ltd., to recruit a Licensed Wealth Management Administrator to join their growing team in Surrey, British Columbia.

• 
  Provide day to day administrative and operational support to wealth management advisors
• 
  Prepare and process account documentation, transactions, and client instructions
• 
  Maintain and update client records with a high degree of accuracy and confidentiality
• 
  Support client reporting, portfolio updates, and documentation requirements
• 
  Ensure compliance with regulatory standards and internal policies
• 
  Respond to client inquiries in a professional and timely manner, contributing to a high quality client experience
• 
  Coordinate with internal and external stakeholders to ensure efficient workflow and service delivery

Requirements

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  Valid securities license in British Columbia
• 
  Minimum five years of experience in wealth management or financial services administration
• 
  Strong understanding of investment products, account structures, and regulatory requirements
• 
  Exceptional attention to detail and organizational skills
• 
  Professional communication skills with a client first mindset
• 
  Proficiency in Microsoft Office and industry related financial systems
• 
  Ability to work both independently and collaboratively within a small team environment

• 
  Salary range of $60000 to $70000, commensurate with experience
• 
  Performance review and salary adjustment after six months
• 
  Bonus eligibility after one year of employment
• 
  Opportunity to grow within a respected and relationship driven wealth management practice

Rest assured, your application will be handled with the utmost confidentiality.