Administrative Assistant Co-op, Vancouver, BC - Winter 2027
Core
Provide administrative support to Investment Advisors and high net worth clients in a full-service brokerage division.
Role type
Administrative Assistant Co-op
Builds
Client investment plans, written proposals, and asset allocation into suitable financial products
Domain
Financial Services / Investment Banking
Deliverable
client delivery
Required skills
Administrative support, Client engagement, Compliance standards, Marketing and business development, Organizational skills, Financial product knowledge
Preferred skills
Degree or diploma in Business
Technologies
MS Office
Responsibilities
Maintain compliance standards in client files, Assist in developing investment plans and proposals, Connect with clients on a personal level, Attend local events for brand awareness, Support Investment Advisors with timely responses
Seniority
Co-op / Student
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