Administrative Assistant

Job title: Administrative Assistant

Job description: At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up – as individuals and as a team – to accomplish our strategy.

Administrative Assistant

Role Specifications

Location: Vancouver

Hire range:$42,200- $52,800

CWB Wealth
With roots going back to 1939, the founders of CWB Wealth pioneered the concept of financial health through comprehensive financial planning and professional investment management. Under a client-centric model for counselling families and businesses, we offer boutique wealth management services from coast to coast, in both English and French. Being part of CWB Financial Group uniquely positions us as a trusted leading wealth advisor in Canada.

We are trusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.

The opportunity

The Administrative Assistant provides administrative support to the CWB Wealth office in Vancouver. This role will support all CWB Wealth business units with various administrative tasks and projects. The successful incumbent will provide high net worth and corporate clients customer service that exceeds expectations, with professionalism that is quick and accurate and initiative that proactively addresses the needs of both the teams and the clients, with a dedication and commitment to our unrivaled client experience.

The day-to-day

Administrative Support for Private Wealth Advisors

Schedule internal and external meetings by coordinating the client’s availability with the preferred times of each Client Advisor/PM and paraplanner, ensuring all logistics are also properly organized and communicated.

Connect with clients by way of email or telephone to coordinate and confirm appointment dates and times.

Track and manage client records and activity with detail-oriented precision.

Respond and direct all client calls and email requests with professionalism, providing clear and concise verbal and written instructions as needed. Act as the liaison between the client and Client Advisor/PM to support a smooth professional relationship.

Provide the appropriate support for client transactions, like liaising with the Client Advisor to ensure the onboarding/offboarding of clients are up to date, ensuring the information in the CRM and Client Systems are accurate.

Strengthen and preserve our client relationships with quality service, such as proactive and timely delivery of client mailouts, reporting and other client information.

Manage and identify issue escalations and triage when/if needed.

Proactively identify possible process improvements to enhance the client experience and provide feedback to the Client Advisor/PM.

Prepare email merges for client tax letters and efficiently communicate with clients via email.

Business Administrative Support

Consistently maintain the due diligence for our filing systems: create and file new client files, remove and process inactive files and archive all prudent information to Iron Mountain.

Assisting with mail management as required.

Assist in the distribution of reports, newsletters, other mass mailings, etc.

Assist staff in photocopying and scanning needs as required.

Responsible for maintaining inventory of office supplies, as well as material printed in-house.

Assisting with client events as required.

Develop strong relationships and collaborate with teams and leaders across CWB Wealth.

Assist in various projects as required including reconciliation of data, clean up requirements, form development, etc.

Prepare office for tax season (supplies, equipment, workstation set-up, etc.)

Support the tax team during the tax season, providing the necessary assistance with tax procedures which include but are not limited to: updating and maintaining the client tax list, file maintenance, scanning, finalizing client copies of tax returns, via paper copy or electronically, collecting and tracking all incoming signed forms for efile

Assist in various projects as required including but not limited to: reconciliation of data, clean up requirements, form development, etc.

The successful incumbent

Core knowledge requirements

Post-secondary degree or diploma an asset.

Minimum 3 years experience in an administrative role.

Skills and competencies that will take you further

Excellent communication and interpersonal skills; able to communicate professionally both orally and in writing.

Strong customer service orientation.

Team player with a “can do” attitude at all times.

Excellent administrative and organizational skills with the ability to prioritize role responsibilities and manage high volumes of information effectively.

Proficiency with Microsoft Office suite of products, including but not limited to Outlook, Word, Excel, PowerPoint.

Able to deal with people sensitively, tactfully, diplomatically and professionally at all times.

Demonstrated ability to build and maintain relationships with management, staff, and clients to enhance professionalism and productivity.

Show respect, maintain confidentiality, and honour commitments.

Solid interpersonal and communication skills, both written and verbal.

Good analytical skills with strong attention to detail.

Clearly conveys information using the tools necessary, engaging the audience to ensure the message is delivered and understood, creating a positive first impression with confidence and respect.

Ability to work effectively with minimal supervision.

Follows policies and procedures when completing tasks.

Takes personal responsibility.

Why work with us?

Your success is our obsession! And our award-winning culture & benefits back it up.

Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.

Wellness matters. We offer an award-winning benefits package that includes:

Hybrid work environments

Everyday flexibility

Generous company-funded health coverage

Health care spending account

A flexible wellness program

generous time-away options to unplug, rest & recover

Career development. We commit to our employees’ development and help them reach their professional goals with:

Organization wide coaching services

Mentorship

Education support & training programs

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.

Invest in your career with CWB Wealth. & apply today.

We take a fully integrated approach to wealth management, with customized strategies designed to address our clients’ unique goals. Our highly qualified professional teams deliver sophisticated financial planning experiences, complemented by institutional quality investment management. Along with our affiliate brands*, we are proud to serve private wealth clients in both English and French, and to offer specialized investment management and advisory capabilities for institutional clients and Indigenous communities.

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IND-EH

As an equitable employer, CWB Financial Group is committed to providing a safe and where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require during any part of the recruitment or selection process, please reach out.

Closing Date:

• Position closes at 12:01am on the close date identified below. 02/26/2024

Click Here to Apply

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