Wealth Operations Specialist
- Employment type
- Full-time · On-site
- Posted
- September 25, 2026
- Province
- British Columbia (BC)
Hiring confidence: Sparse posting · 11/100
This posting is missing most of the signals we look for, or shows patterns common to listings that are not actively being filled. Check with the employer before applying. How this is scored
Job Overview
This role is based in British Columbia. Maximizer Services Inc. is hiring for this full-time position through Jobily, where you can check how well your resume matches the posting before you apply.
Market context
About this role in British Columbia
Average salary for Wealth Operations Specialist in British Columbia
We do not have a salary benchmark for this title in British Columbia yet. The posting does not state a salary either.
NOC code
This posting has not been matched to a NOC 2021 unit group yet. Use the NOC finder to identify the code from the duties listed above.
Typical qualifications for Canadian employers
- Prior experience as an executive assistant or administrative assistant
- Experience supporting a financial advisor, wealth manager, or insurance advisor
- Knowledge of account types and associated documentation
- Understanding of KYC (Know Your Customer) compliance requirements
- Ability to manage client interactions professionally
Fit check
Is this role right for you?
Top skills this posting asks for:
- Executive assistance
- Administrative management
- Financial operations
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What you'll do
- Manage day-to-day operations of an advisory practice
- Ensure proper documentation and form completion for various account types
- Facilitate KYC refresh processes and compliance reviews
- Obtain necessary client signatures and approvals
- Maintain client relationships while managing administrative tasks
- Support financial advisors, wealth managers, or insurance advisors in practice operations
What you'll need
- Prior experience as an executive assistant or administrative assistant
- Experience supporting a financial advisor, wealth manager, or insurance advisor
- Knowledge of account types and associated documentation
- Understanding of KYC (Know Your Customer) compliance requirements
- Ability to manage client interactions professionally