About Company
BlueRock Wealth Management is a dynamic and client-focused financial advisory firm committed to helping individuals and families achieve their financial goals. With a strong presence in the British Columbia region, particularly within Surrey, we pride ourselves on providing personalized, comprehensive wealth management solutions. Our team of experienced advisors leverages a holistic approach, integrating financial planning, investment management, and risk assessment to deliver exceptional value and peace of mind to our diverse client base. We believe in fostering long-term relationships built on trust, transparency, and a deep understanding of each client’s unique circumstances. At BlueRock, we’re not just managing assets; we’re building futures. We are a growing firm that values collaboration, professional development, and a supportive work environment, dedicated to empowering both our clients and our team members to thrive.
Job Description
BlueRock Wealth Management is seeking a highly organized, detail-oriented, and proactive Financial Planning Support Assistant to join our thriving team in Fleetwood, Surrey. This full-time role is crucial in supporting our Financial Advisors by managing administrative tasks, preparing client documentation, and ensuring the smooth operation of our client service processes. You will be an integral part of a dedicated team, directly contributing to our clients’ positive experience and the overall efficiency of our practice.
As a Financial Planning Support Assistant, you will play a pivotal role in the client journey, from initial contact to ongoing service and reviews. Your day-to-day responsibilities will involve a wide range of tasks that require precision, discretion, and an excellent understanding of financial administrative procedures. This position offers an exciting opportunity for someone looking to grow their career within the financial services industry, gain exposure to complex financial planning strategies, and work alongside seasoned professionals. We are looking for an individual who is not only proficient in administrative support but also possesses a genuine interest in financial planning and a commitment to providing outstanding client service. If you are passionate about helping people achieve their financial dreams and thrive in a fast-paced, professional environment, we encourage you to apply. This role is more than just administrative; it’s about being the backbone of our advisory team, enabling our advisors to focus on what they do best – providing expert financial guidance. You will be instrumental in maintaining our high standards of service and operational excellence, ensuring that every client interaction is seamless and professional.
Key Responsibilities
- Prepare and process new client applications, account transfers, and other financial documentation with accuracy and efficiency, ensuring all forms are complete and compliant.
- Assist Financial Advisors in preparing for client meetings, including assembling reports, presentations, financial statements, and client review packages.
- Manage client databases and CRM systems, ensuring all information is current, accurate, and compliant with privacy regulations (e.g., PIPEDA).
- Act as a primary point of contact for client inquiries, providing timely and professional assistance or directing queries to the appropriate advisor.
- Coordinate and schedule client appointments, managing calendars for multiple advisors and sending out confirmations.
- Process and track investment trades, insurance applications, and other financial transactions, maintaining detailed records.
- Ensure compliance with all industry regulations and internal policies, assisting with audit preparation and maintaining meticulous records.
- Support general office administration, including filing, scanning, mail management, ordering supplies, and maintaining a tidy office environment.
- Collaborate effectively with team members to streamline workflows and improve operational processes, contributing to a more efficient and productive team.
- Assist with special projects and initiatives as required by the advisory team, demonstrating flexibility and a willingness to learn.
Required Skills
- Minimum of 1-2 years of experience in an administrative or support role within the financial services industry.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), with a strong aptitude for learning new software.
- Exceptional organizational skills and meticulous attention to detail, ensuring accuracy in all tasks.
- Strong verbal and written communication skills, with the ability to articulate complex information clearly and professionally.
- Ability to handle sensitive client information with the utmost discretion and confidentiality.
- Proven ability to multitask, prioritize, and manage time effectively in a busy, deadline-driven environment.
- Strong problem-solving abilities and a proactive, resourceful approach to tasks.
- A genuine interest in financial planning, wealth management, and the broader financial industry.
Preferred Qualifications
- Post-secondary education (diploma or degree) in Business Administration, Finance, or a related field.
- Experience with CRM software (e.g., Salesforce, WealthServ) and financial planning software.
- Knowledge of Canadian investment products, insurance, and fundamental financial planning concepts.
- Completion or enrollment in financial industry courses (e.g., Canadian Securities Course (CSC), Investment Funds in Canada (IFIC)).
Perks & Benefits
- Competitive salary commensurate with experience and skills.
- Comprehensive health, dental, and vision benefits package.
- Opportunities for professional development, continuous learning, and industry training.
- Supportive and collaborative team environment where your contributions are valued.
- Generous paid time off and statutory holidays.
- Potential for career advancement and growth within a dynamic and expanding firm.
- Modern and comfortable office environment in a convenient Fleetwood location with easy access to amenities.
How to Apply
To apply for this exciting opportunity and become a vital part of the BlueRock Wealth Management team, please click on the application link below. Submit your resume along with a compelling cover letter outlining your relevant experience, your passion for financial services, and why you believe you are a great fit for our organization. We thank all applicants for their interest; however, only those selected for an interview will be contacted.