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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : sr mgr, fraud strategy

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Practice Manager

Grant Strachan & Associates Private Wealth Management
Abbotsford, BC

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Détails du poste

Temporaire | Temps plein | Contrat à durée déterminée
Il y a 1 jour

Avantages

Assurance Maladie Complémentaire
Assurance Dentaire
Congés payés
Événements d'Entreprise
Programme d'Aide aux Employés
Stationnement sur place

Compétences

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Service à la clientèle
Microsoft Office
Baccalauréat
Sens de l'organisation
Services financiers
Affaires

Description complète du poste

About us

We are an Abbotsford-based wealth management practice serving physicians, medical specialists, and incorporated business owners across British Columbia. Our clients lead demanding professional lives — running clinics, managing practices, and building businesses — and they trust us to bring structure, precision, and care to their financial world. We coordinate closely with their accountants and lawyers, and we take pride in handling the details so our clients don't have to. Our services span corporate and personal tax planning, retirement planning, business succession, estate planning, investment management, philanthropy, and insurance solutions — delivered through a comprehensive and collaborative approach.

Position Summary

We are seeking a Licensed Assistant / Practice Manager to become the operational backbone of our practice. This is a senior role for a highly organized, detail-driven professional who will direct the day-to-day operations of our team, manage critical compliance workflows, and serve as the central point through which client service and practice priorities flow.

You will execute client trades, oversee KYC and account administration, client communication and ensure every commitment to our clients is met with precision. Over time, you will pursue your MFDA Dealing Representative licence and grow into an expanded client-facing role within the practice.

What Makes This Role Unique

Exposure to high-net-worth, complex financial planning for physicians, medical specialists, and business owners — a sophisticated client base with interesting, varied needs including:

Advanced tax strategies and optimization
Retirement projections and modeling
Estate and legacy planning

A clear, supported path to MFDA licensing, with the opportunity to take on direct client relationships as you grow into the role.

A long-term career opportunity within an established, growing practice, working closely and directly with the lead advisor.

Responsibilities

Provide oversight of administrative and business operations of a boutique financial planning practice including but not limited to the following:

Execute client trade requests daily with accuracy and within regulatory timelines
Manage recurring compliance tasks: KYC updates, account reviews, high cash balance monitoring, account openings and transfers
Track and manage estate settlements from initiation through to completion
Monitor key practice KPIs — client appointments, pipeline, CE credit tracking, and compliance deadlines
Maintain working knowledge of registered accounts: TFSAs, RRSPs, RRIFs, RESPs, and non-registered accounts
Serve as the point person for client requests, executing directly where appropriate or routing to the advisor with full context
Provide daily direction, ensuring the team is aligned on priorities
Manage staff scheduling, including vacation and sick day tracking
Oversee the flow of information between clients, the advisor, and internal systems
Maintain accurate, up-to-date client records within CRM and back-office systems
Ensuring exceptional customer service.
Overseeing marketing campaings, managing and monitoring social media, and analyzing trends.
Managing and creating systems to ensure the smooth runing of the practice.
Responding to phone and in-person inquiries at the office.
Maintaining and updating email correspondence, sorting/distributing incoming email, and preparing outgoing email.
Maintaining digital client files and paperwork.
Managing/updating client databases.
Planning and coordinating client appreciation events.
Posting and monitoring social media feeds and website.

Qualifications and Experience

3+ years of experience in financial services, wealth management, or a professional services environment
Working knowledge of mutual funds, registered accounts, and dealer compliance requirements
Exceptional organizational skills and the ability to manage multiple priorities without dropping the ball
Clear, professional communicator, both written and verbal
High level of discretion in handling confidential client and financial information
Current or in-progress MFDA Dealing Representative licensing is an asset, but not required at the outset
Proficiency with Microsoft Office (Outlook, Word, Excel, Power Point); familiarity with financial back-office platforms is an asset
Excellent customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face.
You must be well organized with the ability to manage multiple focuses and prioritize tasks.
You are an energetic and enthusiastic team player who pays attention to detail.
Resourceful and able to work independently is required.
Undergraduate degree in Business Administration or relevant business disciplines would be an asset.

Who You Are

You are the kind of person who makes lists — and then actually works through them. You notice the detail others miss, you follow up without being asked, and you take genuine pride in a process that runs smoothly. You're comfortable working collaboratively with a team, and you understand that precision and discretion are non-negotiable when working with high-net-worth clients.

Why Join Us

Work directly with an Executive Financial Consultant serving a sophisticated, high-net-worth client base
Full support to pursue your MFDA Dealing Representative licence
A stable, professional, team-oriented environment with long-term growth potential

Other Information

This is a full-time position.
In-person, onsite at our Abbotsford office location.
We offer competitive compensation based on experience.
Must successfully complete a criminal background and credit check.
Must provide references.

If you are a motivated individual with excellent organizational skills and attention to detail, we would love to hear from you.

Please submit your resume along with a cover letter outlining your qualifications for this position to [email protected]

Only those under consideration will be contacted.

Job Types: Full-time, Fixed term contract

Pay: $50,000.00-$55,000.00 per year

Benefits:

Company events
Dental care
Employee assistance program
Extended health care
On-site parking
Paid time off

Flexible language requirement:

French not required

Education:

Bachelor's Degree (preferred)

Experience:

Practice Manager: 3 years (preferred)

Work Location: In person

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