Job Title: Financial Advisor Assistant (Unlicensed)
Location: Fraser Valley, B.C.
Position Type: Permanent, Part-Time
Hourly Rate: $25-$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
How to Apply
If you are interested in joining a dynamic and growing team, please submit your resume to Surinder Kaila at skaila@burkerecruiting.com