Administrative Assistant
Role Overview
Administrative Assistant supporting the Lead Investment Advisor and Stenner Wealth Partners+ team in Vancouver.
The posting describes the position as full-time office-based.
Target start date is November 2, 2026, or January 4, 2027.
Key Skills for This Role
Full Job Posting
Role and work arrangement
Administrative Assistant supporting the Lead Investment Advisor and Stenner Wealth Partners+ team in Vancouver.
The posting describes the position as full-time office-based.
Target start date is November 2, 2026, or January 4, 2027.
Compensation
- Competitive total compensation range is $50,000 to $70,000 annually, depending on experience and credentials.
About the team
Stenner Wealth Partners+ is an in-person and virtual multi-family office and outsourced CIO consulting team serving Canadian and US investors and households.
The team emphasizes high performance, growth, mutual respect, a strong work ethic, learning, and personalized client service.
Canaccord Genuity is an independent financial services firm operating in wealth management and capital markets.
Responsibilities
- Provide administrative support and coordinate calendars, internal and client meetings, virtual meetings, travel, events, and in-office logistics.
- Prepare business documents and organize confidential electronic records, contact information, databases, and files.
- Monitor phone lines and voicemail, respond to routine inquiries, and direct contacts to team members.
- Process expenses, reconcile receipts, assist with budgets, and track marketing expenses and vendor invoices.
- Maintain workflows, reminders, deadlines, and status updates; coordinate requests with internal teams and vendors.
- Provide basic support for video conferencing, document formatting, printers, and standard office devices.
Candidate qualities
- The successful candidate is willing to learn, focused on client service and results, and attentive to detail.
- The role supports the team's engagement with prospective and qualified clients.
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