Administrative Assistant, Wealth Management (Part-Time), Kelowna

We are seeking an energetic, detail-oriented, and highly organized individual to join one of our advisory teams in Kelowna. This part-time role offers flexible working hours and pays an hourly wage of $25.00–$27.00.

Responsibilities

Collaborate with team members to maintain accurate, consistent, and up-to-date client records and documentation.

Support a team focused on building strong client relationships and a sustainable wealth management business.

Process and follow up on documentation for new account openings and ongoing maintenance of existing accounts.

Update and maintain KYC client information in accordance with regulatory and firm requirements.

Request, track, and obtain client signatures through DocuSign to support account and transaction processing.

Assist with processing and overseeing client transactions, including wires and transfers.

Maintain account lists and prepare statistical reports to support business operations and decision-making.

Provide administrative and servicing support to existing clients as needed.

Perform additional administrative tasks to support team and business needs.

Skills&Qualifications

1-2 years of client service-related experience, with a well‑rounded knowledge of the securities industry.

Knowledge of Dataphile and DocuSign is an asset.

Excellent communication and interpersonal skills.

Intermediate computer skills: good working knowledge of MS Office programs.

Excellent organizational skills, with a strong attention to detail.

Demonstrated ability to meet deadlines, take initiatives and multi‑task.

Ability to work independently, and effectively with employees and clients at all levels.

Completion of CSC, CPH and licensed with CIRO preferred.

EEO Statement 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 accommodations throughout the interview process and beyond, please let us know.

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