Administrative Associate

About Nicola Wealth

Nicola Wealth is a national wealth management firm known for its sophisticated financial planning, diversified private investment funds, strong investment performance, high client retention, and recognized workplace culture. The organization has been acknowledged as a Best Managed Company and one of Canada’s Top Employers, and it continues to grow while staying grounded in its values.

The firm brings together collaborative, motivated, and supportive people from varied backgrounds to deliver outstanding service in a values-based environment. With a culture shaped by creativity, teamwork, and initiative, Nicola Wealth offers the chance to contribute meaningfully while building a long-term career. The company also places strong emphasis on employee growth and development.

Purpose of the Role

This position supports the Private Wealth team by delivering high-quality administrative assistance to Wealth Advisors and Wealth Planning Associates. The work helps the team stay focused on client service and business growth by handling coordination, follow-up, and day-to-day support tasks. The role offers exposure to wealth planning work and may lead to a future path as a Wealth Planning Associate for someone looking to expand their career.

This position is based in Vancouver and follows a hybrid work arrangement.

Core Responsibilities

Practice Management

• Support Wealth Advisors in running their practice efficiently.
• Gather, organize, and prepare reports and supporting information.
• Assist with cash management-related processes.
• Help keep tasks, reminders, and priorities organized for the advisors.
• Provide support with technology updates when needed.

Client Service

• Provide administrative assistance to Wealth Advisors and Wealth Planning Associates.
• Coordinate client meetings, including scheduling, preparation, coordination, and follow-through after meetings.
• Handle invitations and logistics for client events.
• Maintain client records in Salesforce.
• Process new business requests connected to client onboarding.
• Respond to and manage routine client requests where appropriate.
• Communicate with clients verbally and in writing when needed.

Business Development

• Arrange introductory meetings with prospective clients.
• Create lead records for prospects in Salesforce.
• Monitor the prospect pipeline and ensure follow-up action is completed.
• Coordinate with the Marketing team on incoming leads as required.

Corporate Projects

• Coordinate with internal stakeholders on behalf of Wealth Advisors for corporate initiatives and projects.
• Support task tracking, reminders, meeting action items, and deliverable follow-up.

Additional duties may be assigned as business needs evolve.

Requirements

• A business degree, diploma, certificate, or equivalent practical experience.
• At least 1 year of relevant administrative experience.
• Background in a fast-paced, client-focused environment.
• Professional judgment, tact, and diplomacy in a busy setting.
• Strong capability with MS Word, Excel, PowerPoint, Outlook, and general workplace technology.
• Excellent accuracy and attention to detail.
• Strong organization skills with the ability to manage many tasks, deadlines, and competing priorities.
• Legal eligibility to work in Canada for any employer.

Compensation and Benefits

The salary range for this role is $51,000 to $71,000 annually, with a competitive performance bonus. The package also includes RRSP contributions and participation in a profit-sharing program. Pay will depend on experience, skills, and qualifications.

Nicola Wealth also offers a broader total rewards package that may include profit sharing, benefits from day one, and access to a share ownership program.

Application Notes

Applicants are asked to submit both a cover letter and a resume. The employer is committed to inclusive hiring and equal opportunity. Reasonable accommodation is available during recruitment for candidates who need support, and accommodation requests will be handled in line with applicable laws and company policies.