Financial Advisor Assistant

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

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.