Events & Job Opportunities

Job Title: Administrative Assistant (Wealth Management)

Location: Vancouver, BC (In-Office)

Term: Part-Time (July – Aug 2026) | Full-Time (Sep2026 – Aug 2027) | Potential Extension

About the Role

We are a high-touch Wealth Management firm looking for a detail-oriented, proactive

Administrative Assistant to support our team and cover a maternity leave. This role is perfect for

someone who thrives on organization, enjoys clear processes, and prioritizes great client

experience.

The Schedule

• Phase 1: Part-time from hire date until August 2026.

• Phase 2: Full-time (37 hours/week) from September 2026 to August 2027.

• Phase 3: Potential extension after August 2027.

Key Responsibilities

Account Operations: Open new accounts, request transfers, and follow up with our

back office and external financial institutions to ensure requests are completed.

Data Management: Maintain our CRM system and client spreadsheets with 100%

accuracy.

Client Support: Facilitate intake forms, request tax returns/legal documents, and

provide clients with requested reports and tax slips.

Communications: Manage the general email inbox and phone lines with kindness and

professionalism.

Office Management: Keep the office organized, manage inventory of supplies/snacks,

handle incoming/outgoing mail, and scan invoices and other documents.

Logistics: Assist the Marketing Coordinator and Financial Advisor with shipping

seasonal gifts and mailing holiday cards and documents.

Qualifications

Knowledge: post-secondary education, financial planning and/or investment related

courses, Basic understanding of various account types such as RRSP, TFSA, etc.

Experience: Previous experience in an administrative role (Financial Services or Wealth Management preferred).

Tech-Savvy: Proficiency in CRM systems and Excel.

Traits: Exceptionally organized, polite, and respectful. You must be comfortable with

repetitive follow-up tasks and maintaining high standards of cleanliness and order.

Communication: Fluent in English with a professional phone manner. Mandarin is an

asset.

Compensation

Salary: $25 – $30 per hour (commensurate with experience).

In-Office Perks: A modern, professional office just steps from the Marine Drive Skytrain

station. Complimentary access to an on-site gym and a rooftop terrace. And a

collaborative and supportive team environment where every voice is heard.

Professional Development: We value long-term career growth and potentially offer

financial and mentorship support for relevant certifications and training for employees

looking to excel in wealth management. If the candidate proves to be proficient in the

current role, they can be further trained to work alongside the financial planner in

preparing financial plans for clients.

How to Apply

Please submit your application to nas.preciado@owm.com with the subject line:

"Administrative Assistant Application – (Your Name)".

To help us get to know you better, please include:

1. Your updated Resume.

2. A short Cover Letter sharing your passion for client services and what makes you a

great fit for a detail-oriented administrative team.

3. Anything else you would like to share about you.

Note: Only those selected for an interview will be contacted. Thank you for your interest in joining the Grace Wealth team.

nas.preciado@owm.com