SUMMARY:
Looking to build your career in a fast-paced and client-centric financial services environment
POSITION INFO:
A high-performing Private Clients team in Lynnwood is on the hunt for a Finance Administrator to take full ownership of their growing investment and life administration book.
This is a key support role where accuracy, coordination, and proactive client service are essential. If you’re driven, meticulous, and thrive under pressure- this could be your next big move.
Key Responsibilities:
- Financial Planning support and providing full administrative support to Wealth Managers
- Maintain up-to-date and compliant client records
- Coordinate account openings, investment transactions, and policy reviews
- Handle scheduling, diary management, and travel arrangements
- Respond timeously to client and internal queries
- Apply regulatory knowledge (FICA/FAIS) in all operations
- Assist with switches, top-ups, and preparation for client reviews
Requirements:- BCom (Finance / Business Finance / Investments / Financial Planning / Financial Sciences or Investment Management or BCom (Economics) or relevant BSc Degree
- CFP and/or Postgraduate Diploma in Financial Planning
- 2+ years relevant work experience as a Paraplanner
- Strong working knowledge of FICA and FSCA regulatory compliance
- Proficient in Microsoft Office, especially Excel
- High attention to detail with a methodical work ethic
- Able to work independently and as part of a team
- Clear communicator with a client-first mindset
