Administrative Assistant- Stenner Wealth Partners
Administrative Assistant- Stenner Wealth Partners
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Job Description
Competitive Total Compensation Range: $60$70K annually depending on experience & credentials (inclusive of base salary and monthly discretionary performancebased bonuses).
Were growing Given the expectations of working in our brandnew downtown Vancouver offices The Stack building were looking for a dedicated professional who is excited and eager to advance their career by dealing with some of Canadas 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 awardwinning 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 68 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 2550 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 careerwise and compensationwise 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 Canadas 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 roles priority focus is serving a growing pool of client capital over multiple generations.
Responsibilities:
- Provide daytoday administrative support to the Lead Investment Advisor and team as needed
- Coordinate business meetings/travel virtual meetings using Zoom; booking and coordinating travel arrangements (flights reservations hotel bookings)
- Book medical legal and other personal appointments
- Assist with providing high level priority management and calendar management on Outlook Zoom Salesforce and DocuSign
- Perform general administrative duties coordinate lunches team dinners and setup client inperson meetings
- Manage team phone lines and voicemail assisting clients and potential prospects in a professional manner
- Manage bank accounts pay bills arrange wire transfers deposit/mail cheques and track transactions
- Expense management tracking and budgeting
- Assist with processing expense reports in a timely and accurate manner tracking expenses and preparing tax related documents for accountants and Family Offices
- Prepare and assist in the preparation of business correspondence presentations reports memos letters and spreadsheets
- Servicing clients with professionalism efficiency and upholding confidentiality
- Support IA with technology by troubleshooting issues with video audio and Apple products
- Assist with maintaining various databases (SalesForce LastPass and Virtual Vault) maintain and keep organized records/files for business and personal documents
- Assist with marketing activities and social media using LinkedIn
- Management of passwords/confidential files of IA
- Assist with special projects as required
Skills & Qualifications:
- Fully fluent in English;
- Proficiency in other languages a plus
- Able to legally work in Canada;
- Minimum 5 years experience working as an administrative assistant in the financial industry
- An undergraduate degree or higher level of education
- Excellent verbal and written communication skills complemented by exceptional interpersonal skills
- Ability to demonstrate a high level of discretion and confidentiality
- Detailoriented with strong organizational capacity and high attention to detail follow up and communication
- Excellent prioritization skills with the ability to excel under pressure in a fastpaced growing team environment
- Excellent teamwork skills complemented by the ability to work well independently
- Advanced proficiency in Microsoft Office Outlook Adobe Acrobat DocuSign Zoom and Salesforce
- Technology knowledge with Apple software and troubleshooting issues with devices
- Must work effectively in a team environment to jointly service clients
- Wants to work within a winning team culture which is striving for excellence
- Authentic Competent and Trustworthy
Shortlisted candidates will be asked to complete a 15minute Financial DNA Survey link online prior to inperson 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.
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All applications will be held in strict confidence.
In order to be considered for employment candidates selected for interviewswill 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.
Employment Type
Full-Time
