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-$30.00 per hour, Schedule: 9:00 AM-3:00 PM | 4-5 days per week 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 How to Apply If you are interested in joining a dynamic and growing team, please submit your resume to Surinder Kaila at skaila@burkerecruiting.com.