Client Service Administrative Associate

Full-time Information and Record Clerks

We’re looking for a full onsite Administrative Assistant in the wealth management industry in downtown Vancouver, BC.

Our client is a well-established wealth management firm focused on building long-term client relationships and delivering high-quality, personalized financial services. The team operates in a collaborative, detail-oriented environment where accuracy, professionalism, and client service are critical. The Administrative Assistant will be responsible for supporting the wealth management team with client documentation, account maintenance, reporting, and day-to-day administrative support.

Administrative Assistant responsibilities:

Process and follow up on client documentation to ensure proper account maintenance and compliance.

Work closely with the wealth management team to support client relationships and business operations.

Maintain account lists and compile statistical information and internal reports.

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