We are currently seeking a Wealth Operations Administrator to join our team.
The Wealth Operations Administrator provides administrative and operational support to the Mutual Fund sales teams, branch management and wealth leaders. The administrator handles registrations for licensed roles including on-boarding and off-boarding and timely reporting of all material changes. The administrator will assist with sales and commission reporting, tracking and projects as required. Through effective communication the administrator will serve as a liaison between Aviso Wealth and Tru Cooperative Bank to support the advisory teams.
Here’s what would be included as a part of your typical day
Required Skills, Experience & Qualifications
Wealth Operations Administrator • Langley, BC, Canada
A leading modular building company in Langley is seeking an Accounting Administrator.This role involves financial reporting support, billing process management, and maintaining accurate records, en...Show more
Join a team as a Senior Financial Planning Associate dedicated to Total Wealth Planning.Prepare and deliver tailored financial plans while building lasting client relationships.This senior role req...Show more
A community-focused organization in Langley, BC is looking for a Temporary Full-Time Office Associate to assist with administrative functions for approximately 13 months.Ideal candidates will have ...Show more
MatchaCFO is a fractional, AI-enabled COO, CFO, accounting, and data services firm based in Silicon Valley.Seed through Series C—with full-stack financial operations, including FP&A, accounting, an...Show more
Drake Property Management is a growing multifamily property management company dedicated to creating well maintained communities where residents feel at home and employees feel supported.We manage ...Show more
Lead operational excellence for seniors in a long-term care setting as General Manager.Ensure high-quality resident care while fostering a collaborative and values-driven team culture.This key lead...Show more
Drake Property Management is a growing multifamily property management company dedicated to creating well maintained communities where residents feel at home and employees feel supported.We manage ...Show more
Aligned Impact is a boutique fractional CFO and strategic finance firm built for conscious companies scaling with integrity.We work with wellness and CPG brands in the $500K-$5M revenue range, the ...Show more
A leading investment counselling firm in Langley is seeking an experienced Investment Counsellor.This role focuses on building relationships with high-net-worth clients while offering personalized ...Show more
As part of our Lease Services team, you will play a critical role in delivering accurate and timely lease administration services for high-volume, complex projects.This position requires exceptiona...Show more
As part of our Lease Services team, you will play a critical role in delivering accurate and timely lease administration services for high-volume, complex projects.This position requires exceptiona...Show more
A leading modular design company in Langley is seeking a Contracts Administrator to join their team.This role involves coordinating sales and lease contracts related to space rentals and workforce ...Show more
Aligned Impact is a boutique fractional CFO and strategic finance firm built for conscious companies scaling with integrity.We work with wellness and CPG brands in the $500K-$5M revenue range, the ...Show more
Take charge as a Customer Service and Office Administrator.Support customer satisfaction and administrative tasks in a collaborative, on-site environment.This full-time role is centered on creating...Show more
A leading engineering firm in Langley is seeking an MMCD Contract Administrator to support construction services across the Lower Mainland.You will join a team dedicated to various projects with ca...Show more
MatchaCFO is a fractional, AI-enabled COO, CFO, accounting, and data services firm based in Silicon Valley.Seed through Series C—with full-stack financial operations, including FP&A, accounting, an...Show more
A local community cooperative in Langley is seeking a Temporary Full-Time Office Associate for maternity leave coverage.This position involves managing the main switchboard, providing administrativ...Show more
A leading investment counselling firm in Langley is seeking an experienced Investment Counsellor.This role focuses on building relationships with high-net-worth clients while offering personalized ...Show more
){kind=logo}
