Administrative Assistant

Competitive Total Compensation Range: $60-$70K annually depending on experience & credentials (inclusive of base salary and monthly discretionary performance-based bonuses).

We’re growing - Given the expectations of working in our brand-new downtown Vancouver offices “The Stack” building, we’re looking for a dedicated professional who is excited and eager to advance their career by dealing with some of Canada’s most successful investors and entrepreneurs as part of one of the top performing, award winning wealth management teams in Canada.

Stenner Wealth Partners+

Stenner Wealth Partners+ (SWP+) is an award-winning team of financial/wealth specialists at CG Wealth Management. With a boutique approach and global perspective, SWP+ is a highly exclusive practice servicing Canadian and US investors/households with generally a minimum of 10M+ in investable assets or 25M+ net worth. It is a cross border Canadian/US licensed team with our CG offices located in Toronto, Montreal, Calgary, Edmonton, and Vancouver.

SWP+ clients range in net worth from $25M CAD to $2.5B+ and we strategically onboard 6-8 new key client relationships every year. It is very important for us to provide a superior client experience. Our customized client service plan ensures we proactively connect with each client over 25-50 times a year through email, Zoom calls, in person meetings, reviews, research, phone calls, etc.

SWP+ Team Goals:

High performance. Our team wants to be the very best in Canada. We are looking to triple our business over the next 10 years, offering a meaningful opportunity to grow career-wise and compensation-wise - subject to job performance.

“What you do counts, so make it count!“ Our team culture is one of mutual respect, a positive/winning mentality for growth, and a high work ethic. Our team members are driven to be one of Canada’s top wealth management groups. A successful candidate for this position will always be willing to learn and is focused on achieving the highest level of client service and dedication. A high attention to detail is required and the role’s priority focus is serving a growing pool of client capital over multiple generations.

Responsibilities:

1. Provide day-to-day administrative support to the Lead Investment Advisor and team as needed
2. Coordinate business meetings/travel, virtual meetings using Zoom; booking and coordinating travel arrangements (flights, reservations, hotel bookings)
3. Book medical, legal, and other personal appointments
4. Assist with providing high level priority management and calendar management on Outlook, Zoom, Salesforce and DocuSign
5. Perform general administrative duties, coordinate lunches, team dinners, and setup client in-person meetings
6. Manage team phone lines and voicemail, assisting clients and potential prospects in a professional manner
7. Manage bank accounts, pay bills, arrange wire transfers, deposit/mail cheques and track transactions
8. Expense management, tracking, and budgeting
9. Assist with processing expense reports in a timely and accurate manner, tracking expenses, and preparing tax related documents for accountants and Family Offices
10. Prepare and assist in the preparation of business correspondence, presentations, reports, memos, letters, and spreadsheets
11. Servicing clients with professionalism, efficiency, and upholding confidentiality
12. Support IA with technology by troubleshooting issues with video, audio, and Apple products
13. Assist with maintaining various databases (SalesForce, LastPass and Virtual Vault), maintain and keep organized records/files for business and personal documents
14. Assist with marketing activities and social media using LinkedIn
15. Management of passwords/confidential files of IA
16. Assist with special projects as required

Skills & Qualifications:

1. Fully fluent in English;
2. Able to legally work in Canada;
3. Minimum 5 years experience working as an administrative assistant in the financial industry
4. An undergraduate degree or higher level of education
5. Excellent verbal and written communication skills complemented by exceptional interpersonal skills
6. Ability to demonstrate a high level of discretion and confidentiality
7. Detail-oriented with strong organizational capacity and high attention to detail, follow up, and communication
8. Excellent prioritization skills with the ability to excel under pressure in a fast-paced growing team environment
9. Excellent teamwork skills complemented by the ability to work well independently
10. Advanced proficiency in Microsoft Office, Outlook, Adobe Acrobat, DocuSign, Zoom, and Salesforce
11. Technology knowledge with Apple software and troubleshooting issues with devices
12. Must work effectively in a team environment to jointly service clients
13. Wants to work within a winning team culture which is striving for excellence
14. Authentic, Competent, and Trustworthy

Shortlisted candidates will be asked to complete a 15-minute Financial DNA Survey link online prior to in-person interview.

We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodation throughout the interview process and beyond, please let us know.

All applications will be held in strict confidence.

In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.