Vancity is a member-owned credit union committed to inclusion and social justice. As a Securities Administrator, you will provide critical administrative support to the Sustainable Wealth Management advisory teams and members by processing work from member meetings within prescribed timelines.
Responsibilities
- Providing administrative support to optimize the capacity of Sustainable Wealth Management advisory staff
- Completing member transactions within prescribed policies and procedures while maintaining regulatory standards
- Building effective working relationships across Sustainable Wealth Management and Member Services to support an integrated platform
- Enabling execution of an enhanced, differentiated member experience
- Identifying and recommending process improvement opportunities to optimize service delivery
- Upholding compliance and risk mitigation standards in all administrative activities
- Managing workload effectively to meet deadlines and business needs
- Supporting Wealth Planners with timely and accurate documentation processing
Skills
- Post-secondary education or industry courses such as CSC (Canadian Securities Course) or IFIC is required
- 1-3 years of experience in the financial industry, preferably in administrative or operational roles
- Strong attention to detail and organizational skills
- Ability to analyze problems and identify critical components
- Proficiency with technology and financial systems
- Excellent communication skills to build relationships and provide technical guidance
- Previous experience in Wealth Management
- Familiarity with securities administration processes
- Knowledge of compliance and regulatory requirements in financial services
Benefits
- Living Wage Employer : We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s Top Employers
- 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
Company Overview
Vancity is one of Canada’s largest credit unions, with $17.1 billion in assets, more than 492,000 members and 57 branches throughout Metro It was founded in 1946, and is headquartered in Vancouver, British Columbia, CAN, with a workforce of 1001-5000 employees. Its website is http://www.vancity.com.
Apply Now