About the position

As a Securities Administrator, you will be the primary point of contact for our Sustainable Wealth Management advisory teams and members, providing exceptional administrative support that enables advisors to focus on delivering outstanding financial guidance. In this role, you will review, prioritize, and process a variety of member transactions while ensuring compliance with established policies, procedures, and regulatory requirements. You will contribute to an enhanced member experience by optimizing operational efficiency, supporting advisory teams, and identifying opportunities for continuous process improvement. We are looking for a detail-oriented, service-focused professional who thrives in a fast-paced environment and is passionate about delivering accurate, timely, and member-centric support. This is a Full-time, Temporary role based at our Vancity Surrey Office and will report directly to the Team Manager, SWM Advisory Admin. While this position provides a hybrid work arrangement, you will be expected to be on-site for events and business demands.

Responsibilities

• Providing administrative support to optimize the capacity and effectiveness of Sustainable Wealth Management advisory teams
• Reviewing, prioritizing, and processing member transactions within prescribed timelines
• Ensuring compliance with regulatory requirements, internal policies, and operational procedures
• Supporting Wealth Advisors and Wealth Planners by managing post-meeting administrative activities
• Building collaborative relationships across Sustainable Wealth Management and Member Services teams
• Identifying and recommending process improvements that enhance service delivery and operational efficiency
• Maintaining accurate records and documentation to support business and regulatory requirements
• Delivering exceptional service to members by responding to inquiries and facilitating timely transaction processing

Requirements

• Post-secondary education in Business Administration, Finance, Commerce, or a related discipline
• A minimum of 2 years of experience in an administrative, wealth management, financial services, or securities operations environment
• Experience processing financial transactions while maintaining high levels of accuracy and attention to detail
• Strong knowledge of administrative processes, regulatory compliance, and risk management principles within financial services
• Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Advanced communication and relationship-building skills with both internal stakeholders and members
• Proficiency with Microsoft Office applications and financial services technology platforms
• Canadian Securities Course (CSC) or equivalent

Nice-to-haves

• Experience supporting wealth management, investment, or financial planning teams
• Familiarity with mutual fund, investment account, and securities administration processes
• Knowledge of credit union operations and member-focused financial services environments

Benefits

• Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
• Generous Vacation: New employees start with 3-4 weeks of vacation per year, with additional days earned over time.
• Extra Stat Holidays: In addition to BC’s 11 statutory holidays, we offer 2 extra days, plus care days for personal or family illness.
• Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life, recognizing that retirement looks different for everyone.