Financial Advisor Assistant at Burke Recruiting Inc. — NeverHard

Job Title: Financial Advisor Assistant (Unlicensed) Location: Fraser Valley, B.C. Position Type: Permanent, Part-Time Hourly Rate: $25.00-$30.00 per hour, Schedule: 9:00 AM-3:00 PM | 4-5 days per week (Will consider hybrid) 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