Administrative Associate & Office Coordinator

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.

By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

This small but mighty team is growing and looking for the perfect person to support the current and evolving needs of our clients and the business operations. Our beautiful Victoria office and sophisticated, high-performing team need administrative, and facilities support to continue providing the highest level of client service. 

As Administrative Associate & Office Coordinator you have the unique opportunity to provide a wide variety of exceptional service-oriented support to our team and clients. With your keen attention to detail, drive to be of service, and pride in excellence, you’ll offer accurate and efficient administrative support to our Advisory Team, including Wealth Advisors and Wealth Planning Associates, and you’ll ensure the office is always client ready!

This role will be fully onsite (5 days/week) in our Victoria office.

• Provide exemplary service to both internal and external clients in every way.
• Provide administrative support to both Wealth Advisors and Wealth Planning Associates.
• Assist Wealth Advisors by supporting with tasks and effectively managing practice.
• Ensure smooth running of day-to-day office operations (answering calls and email, managing mail and couriers, cleanliness of office facilities).
• Provide an exceptional first impression to all visitors to the office.
• Coordinate and liaise with key stakeholders on behalf of Wealth Advisors for various corporate initiatives and projects.
• Other relevant and related responsibilities, as assigned and as the needs of the organization change. 

• Minimum 3 years of related work experience in a professional administrative capacity.  
• Experience working in a high performing client service-oriented work environment.  
• Demonstrated diplomacy, tact, and professionalism in a high-volume environment.  
• Highly proficient in MS Word, Excel, PowerPoint, Outlook, Teams, and technology in general.  
• Superior attention to detail. 
• Highly organized and skilled at focusing on a high volume of tasks with competing priorities and deadlines. 
• Excel and thrive in a fluid work environment where tasks are varied, and prioritization is required. 
• Legally eligible to work in Canada for any employer.  

At Nicola Wealth, our people grow our business, delight our clients and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. 

This position comes with a competitive base salary hiring range of $51,000 - $70,000 dependent on experience, skills, qualifications and internal equity. As part of our total rewards package, we also offer:

• Performance-based bonus.
• Quarterly profit-sharing based on business performance because we believe the more we have, the more we can share.
• You can become an owner through our corporate employee share purchase program.
• Employer RRSP contribution with no matching required.
• Paid time off for vacation, studying, and volunteerism, along with flexible personal leave days because balance is important.
• Extended health, dental and mental health coverage; Personal Wellness account.
• Flexible work arrangements.
• Professional development programs, coaching and support including internal mobility across teams and geographies.
• An award winning, inclusive, and supportive culture.
  
  

Please include both cover letter and resume in your application. Thank you for your interest in this position. We are an inclusive equal opportunity employer. For more information about this and other roles: nicolawealth.com/careers

Category