Executive assistant/ office manager Jobs

Practice Manager
Grant Strachan & Associates Private Wealth Management —Abbotsford, BC
- $50,000–$55,000 a year
- Temporary
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Paid time off
Quick apply
16h
Executive Assistant to the General Manager of Operations
Takla Nation - [email protected] —Prince George, BC
- $50,050.00–$76,696.14 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
- Paid time off
Quick apply
Office Manager/Executive Assistant
PuroClean Canada —Georgetown, ON
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Designated paid holidays
- Dental care
Quick apply
Executive Assistant to the Executive Vice President
Motor Vehicle Sales Authority —Langley, BC
- $67,000–$77,000 a year
- Full-time
- Word processing
- English
- Administrative experience
- Wellness program
- Disability insurance
Quick apply
Executive Dental Coordinator to Chief Dentist
Village Walk Family Dental —London, ON
- Full-time
- Medical office experience
- Supervising experience
- Presentation skills
- Paid time off
Quick apply
Partnership Manager
TelemetryTV —Vancouver, BC
- $90,000–$170,000 a year
- Full-time
- Hybrid work
- Sales
- Business development
- Project management
- Disability insurance
- Dental care
Commercial Real Estate Legal Assistant
Cartel Inc. —Toronto, ON
- Up to $75,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Executive Assistant to Clinical Psychologist
CRUX Psychology —Halifax, NS
- $18–$23 an hour
- Full-time
- Customer service
- English
- Databases
Quick apply
Business Office Manager
Primacare Living Solutions —London, ON
- $60,000–$65,000 a year
- Full-time
- Customer service
- English
- Accounting
Quick apply
4d
Manager of Health and Wellness
Titanium HR & Recruitment Services —Wonowon, BC
- $100,000–$110,000 a year
- Weekends as needed
- Nursing
- Management
- Project management
- Disability insurance
- Relocation assistance
Quick apply
1d
Senior Director Clinical Operations & Professional Practice
Coast Staffing —Halifax, NS
- From $150,000 a year
- Overtime
- Hybrid work
- Nursing
- Bachelor's
- Travel
- Mileage reimbursement
- Disability insurance
Quick apply
1d
Assistant Coffee Shop Manager
SSP —Edmonton, AB
- $55,000–$60,000 a year
- Full-time
- Management
- Microsoft Office
- High school diploma or GED
- Dental care
- Paid time off
11d
Litigation Legal Assistant
Cartel Inc. —Toronto, ON
- From $60,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Corporate Office Manager - Bilingual (English/French) - Full Time / Hybrid CAN
Direct Travel —Toronto, ON
- $62,000–$68,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Bilingual
- Microsoft Word
- Dental care
- Vision care
Executive Assistant
TDS Personnel Ltd —Toronto, ON
- $90,000–$100,000 a year
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Sales Assistant
ASI Corp —Richmond, BC
- $38,000–$40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Dental care
- Paid time off
Quick apply
Coordinator, Quality, Risk and Organizational Effectiveness
The Louis Brier Home and Hospital —Vancouver, BC
- $54,623–$71,692 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Project Administrator - Security Solutions (Capital Projects)
Convergint Technologies Ltd —Dartmouth, NS
- Microsoft Powerpoint
- Microsoft Excel
- Customer service
- Designated paid holidays
- Dental care
Quick apply
Senior Logistics Project, Sales and Data Manager
AMZ Prep —Brampton, ON
- $65,000–$80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Engineering
- Analysis skills
Quick apply
Corporate Reporting Manager, IFRS Conversion
Arterra Wines Canada —Mississauga, ON
- $97,301–$133,789 a year
- Full-time
- Hybrid work
- ERP systems
- Research
- Project management
11d

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Practice Manager

Grant Strachan & Associates Private Wealth Management
Abbotsford, BC

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Job details

Temporary | Full-time | Fixed term contract
$50,000–$55,000 a year
16 hours ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Bachelor's
Organizational skills
Financial services
Business

Full job description

About us

We are an Abbotsford-based wealth management practice serving physicians, medical specialists, and incorporated business owners across British Columbia. Our clients lead demanding professional lives — running clinics, managing practices, and building businesses — and they trust us to bring structure, precision, and care to their financial world. We coordinate closely with their accountants and lawyers, and we take pride in handling the details so our clients don't have to. Our services span corporate and personal tax planning, retirement planning, business succession, estate planning, investment management, philanthropy, and insurance solutions — delivered through a comprehensive and collaborative approach.

Position Summary

We are seeking a Licensed Assistant / Practice Manager to become the operational backbone of our practice. This is a senior role for a highly organized, detail-driven professional who will direct the day-to-day operations of our team, manage critical compliance workflows, and serve as the central point through which client service and practice priorities flow.

You will execute client trades, oversee KYC and account administration, client communication and ensure every commitment to our clients is met with precision. Over time, you will pursue your MFDA Dealing Representative licence and grow into an expanded client-facing role within the practice.

What Makes This Role Unique

Exposure to high-net-worth, complex financial planning for physicians, medical specialists, and business owners — a sophisticated client base with interesting, varied needs including:

Advanced tax strategies and optimization
Retirement projections and modeling
Estate and legacy planning

A clear, supported path to MFDA licensing, with the opportunity to take on direct client relationships as you grow into the role.

A long-term career opportunity within an established, growing practice, working closely and directly with the lead advisor.

Responsibilities

Provide oversight of administrative and business operations of a boutique financial planning practice including but not limited to the following:

Execute client trade requests daily with accuracy and within regulatory timelines
Manage recurring compliance tasks: KYC updates, account reviews, high cash balance monitoring, account openings and transfers
Track and manage estate settlements from initiation through to completion
Monitor key practice KPIs — client appointments, pipeline, CE credit tracking, and compliance deadlines
Maintain working knowledge of registered accounts: TFSAs, RRSPs, RRIFs, RESPs, and non-registered accounts
Serve as the point person for client requests, executing directly where appropriate or routing to the advisor with full context
Provide daily direction, ensuring the team is aligned on priorities
Manage staff scheduling, including vacation and sick day tracking
Oversee the flow of information between clients, the advisor, and internal systems
Maintain accurate, up-to-date client records within CRM and back-office systems
Ensuring exceptional customer service.
Overseeing marketing campaings, managing and monitoring social media, and analyzing trends.
Managing and creating systems to ensure the smooth runing of the practice.
Responding to phone and in-person inquiries at the office.
Maintaining and updating email correspondence, sorting/distributing incoming email, and preparing outgoing email.
Maintaining digital client files and paperwork.
Managing/updating client databases.
Planning and coordinating client appreciation events.
Posting and monitoring social media feeds and website.

Qualifications and Experience

3+ years of experience in financial services, wealth management, or a professional services environment
Working knowledge of mutual funds, registered accounts, and dealer compliance requirements
Exceptional organizational skills and the ability to manage multiple priorities without dropping the ball
Clear, professional communicator, both written and verbal
High level of discretion in handling confidential client and financial information
Current or in-progress MFDA Dealing Representative licensing is an asset, but not required at the outset
Proficiency with Microsoft Office (Outlook, Word, Excel, Power Point); familiarity with financial back-office platforms is an asset
Excellent customer service orientation with a demonstrated ability to interact professionally with clients both on the phone and face-to-face.
You must be well organized with the ability to manage multiple focuses and prioritize tasks.
You are an energetic and enthusiastic team player who pays attention to detail.
Resourceful and able to work independently is required.
Undergraduate degree in Business Administration or relevant business disciplines would be an asset.

Who You Are

You are the kind of person who makes lists — and then actually works through them. You notice the detail others miss, you follow up without being asked, and you take genuine pride in a process that runs smoothly. You're comfortable working collaboratively with a team, and you understand that precision and discretion are non-negotiable when working with high-net-worth clients.

Why Join Us

Work directly with an Executive Financial Consultant serving a sophisticated, high-net-worth client base
Full support to pursue your MFDA Dealing Representative licence
A stable, professional, team-oriented environment with long-term growth potential

Other Information

This is a full-time position.
In-person, onsite at our Abbotsford office location.
We offer competitive compensation based on experience.
Must successfully complete a criminal background and credit check.
Must provide references.

If you are a motivated individual with excellent organizational skills and attention to detail, we would love to hear from you.

Please submit your resume along with a cover letter outlining your qualifications for this position to [email protected]

Only those under consideration will be contacted.

Job Types: Full-time, Fixed term contract

Pay: $50,000.00-$55,000.00 per year

Benefits:

Company events
Dental care
Employee assistance program
Extended health care
On-site parking
Paid time off

Flexible language requirement:

French not required

Education:

Bachelor's Degree (preferred)

Experience:

Practice Manager: 3 years (preferred)

Work Location: In person

Quick apply

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