Administrative Assistant I Job at Randstad (Courtenay)

Administrative Assistant I

Randstad

Location:
Canada , Courtenay

Category:
Office Administration

Contract Type:
Not provided

Salary:

19.40 CAD / Hour

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Job Description:

We are looking for a proactive and professional Administrative Assistant I to join our Private Wealth Management (PWM) team in Courtenay. In this role, you will be the primary point of contact for high-net-worth clients, providing dedicated support to one or more Investment Advisors. This is a premier foot in the door opportunity for someone looking to build a long-term career in wealth management, offering deep exposure to holistic financial planning and customized wealth solutions.

Job Responsibility:

Act as the first point of contact for clients via phone and email, providing guidance on products and services based on bank guidelines
Coordinate and book client appointments, ensuring advisors’ calendars are optimized
Deliver a legendary client experience by responding to requests with speed, accuracy, and empathy
Prepare documentation and provide updates to Investment Advisors in preparation for client meetings and Annual Client Reviews
Manage and prioritize various requests from Investment Advisors to ensure business continuity
Facilitate team meetings and provide detailed recaps to ensure all action items are tracked and completed
Create and maintain reports for the analysis of client accounts, including tracking Dividends, RSPs, and RIFs
Maintain strict adherence to compliance requirements (PIA policies) for all new and existing account documentation
Review newly posted marketing content for client relevance and submit pieces for approval to compile professional client information packages
Ensure all client information is kept organized and strictly confidential at all times

Requirements:

Exceptional phone etiquette and the ability to interact professionally with high-net-worth clientele
Strong verbal and written communication skills with the ability to retain and relay complex information
Proficiency in standard office software and the ability to learn new internal banking systems quickly
Proven ability to manage competing priorities and meet strict Service Level Agreements (SLAs)
1–2 years of relevant administrative or customer service experience
Ability to work with minimal supervision and problem-solve using available tools and resources

Nice to have:

Undergraduate Degree or Community College Diploma
Completion of the Canadian Securities Course (CSC)
Previous experience in banking or wealth management

What we offer:

Career Growth: Significant potential for this contract to turn into a long-term, permanent career within the organization
Strategic Exposure: Gain deep insight into Private Wealth Management and high-level financial planning
Supportive Environment: Work within a tight-knit team of four that values innovation, quality, and teamwork
Comprehensive Training: Benefit from a structured 4-week onsite training period to ensure your success
Professional Networking: Build relationships with Investment Advisors and partners across the Wealth Management spectrum

Additional Information:

Job Posted:
April 07, 2026

Expiration:
June 03, 2026

Employment Type:

Fulltime

Work Type:

On-site work

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