Financial Advisor Assistant
Posted 22 days ago
Job Details
Category
Location
Salary
25 to 30 per hour
Job Description
Job Title: Financial Advisor Assistant (Unlicensed)
Location: Fraser Valley, B.C.
Position Type: Permanent, Part-Time
Hourly Rate: $25.00-$30.00 per hour, Schedule: 9:00 AM-3:00 PM | 4-5 days per week (Will consider hybrid)
About the Opportunity
We are a well-established and growing financial practice seeking a Financial Advisor Assistant (Unlicensed) to join our team on a part-time basis. This is an excellent opportunity for a detail-oriented and client-focused professional who enjoys working in a collaborative and fast-paced environment.
Position Overview
The Financial Advisor Assistant provides administrative and operational support to the Advisor, helping manage daily practice activities while delivering exceptional client service. This role involves a blend of administrative coordination, client interaction, and transaction support.
Key Responsibilities
Client Support & Service
-Act as a primary point of contact for clients, handling inquiries and requests related to accounts and services
-Schedule appointments and prepare materials for client meetings
-Deliver a high level of customer service and professionalism at all times
Administrative & Office Management
-Manage calendars, maintain client files, and handle correspondence
-Process incoming and outgoing communications and documentation
-Ensure efficient day-to-day office operations
Workflow Coordination & Compliance
-Track and follow up on pending tasks and transactions
-Prepare and process client documentation in accordance with regulatory and company standards
-Maintain accurate and confidential records
Financial & Transaction Support
-Process client transactions including account openings, transfers, deposits, and withdrawals
-Assist in preparing client reports, investment reviews, and performance summaries
Marketing & Business Development
-Support marketing initiatives such as client events, mailings, and social media outreach
-Maintain and update CRM systems and client databases
Qualifications & Skills
-Excellent written and verbal communication skills
-Strong interpersonal skills with a client-first mindset
-High attention to detail and strong organizational abilities
-Ability to multitask and manage priorities in a fast-paced environment
-Self-motivated, reliable, and a team player
-Proficiency in Microsoft Office and experience with CRM/financial systems
-Working knowledge of financial products and industry terminology is an asset
Additional Requirements
-Successful completion of a background check, including credit and criminal record verification, is required prior to employment
About Burke Recruiting Inc.
Company Size
1-10 employees
Application closing date is 2026-06-01
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