Job Description:
Pacifica Partners is seeking an experienced administrator to act in a similar capacity to that of a broker's assistant. The ideal candidate would have experience in the financial services industry preferably in banking, a securities brokerage or at an investment manager.
General Responsibilities:
- Electronic and physical filing of client related paperwork.
- Communicating with clients via phone and email to request and provide paperwork, reset passwords, and other client service related tasks.
- Calling and receiving couriers, bank deposits, filing, answering reception phone calls, order supplies.
- Database Maintenance - updating and maintaining client information using internal CRM software.
- Administrative Support - provide support to colleagues as needed.
Position may be full time 37.5 hrs per week - Monday-Friday from 8:00AM-4:00PM. Or, a reduced work week can be accommodated for the right candidate.
Qualifications:
- Proficient in Office 365; MS Word, Outlook, Publisher and PowerPoint.
- With intermediate understanding of Microsoft Excel.
- Must have excellent command of the English language, verbal and written.
- Previous administrative experience, preferably in banking or with an investment brokerage, is an asset.
- Previous client or customer services experience is an asset.
Personal Characteristics:
- Attention to detail; meticulous in personal and office organization.
- Creative; in problem solving.
- Professional; comfortable communicating with clients and team members clearly and in a polite and professional manner in all circumstances.
- Energetic; engaged personality that takes on complex challenges with enthusiasm.
- Self-motivated; to get the job done for both urgent and less pressing tasks.
- Understands a team dynamic; recognizes other team members critically rely on you to deliver.
- Independent; ability to not only follow instructions but recognize when something needs to be brought to the attention of the team.
- Versatile; willingness to embrace new tasks and learn new processes.
- Positive disposition; personality that adds to a positive team environment.
About Pacifica Partners:
Pacifica Partners is an established investment management firm in our 14th year of operation. We are looking for a talented administrator with strong knowledge of Microsoft Office who is looking to join our growing team in the position of “Administrative & Client Coordinator”
- We offer a positive team work environment in a fast-growing company with competitive compensation, work flexibility and flexible health benefits.
- The position will be based out of our Surrey head office located at 152nd & #10 Highway. Remote working is a possibility after training.
- For the right candidate, we would consider making the position either full or part time. Please indicate your preference when applying.
Pacifica Partners services the investment management needs of high-net-worth clients that are located across North America. We value people, relationships, customer service, and innovation. We believe in constantly improving ourselves to provide the best possible service to our clients.
The successful candidate will possess the following characteristics.
Benefits:
- Salary: $45,000 to $55,000/year depending on experience (for full time employment, pro-rated for reduced work hours), provided range is based on experience of the candidate.
- Employee health benefits program (Up to $2,000 / year in a personal health savings account)
- 2 weeks paid vacation + 1 week professional development (FT)
- On site gym
- Free employee parking
(Start date of position: September/October 2025)
How to apply:
Please apply with a copy of your cover letter and resume in pdf format only.
*** Documents in other electronic formats will be deleted immediately and unopened.
Unfortunately, we may not be able to respond to every email that we receive but thank you for your time and interest.
Note:
Due to the nature of our industry: Before an offer of employment is extended candidate will be asked to submit to a credit check and criminal record check.
Please no calls.
For more information about our firm please visit: www.pacificapartners.com
Job Types: Full-time, Part-time
Job Types: Full-time, Part-time, Permanent
Pay: $45,000.00-$55,000.00 per year
Benefits:
- Extended health care
- Paid time off
Ability to commute/relocate:
- Surrey, BC: reliably commute or plan to relocate before starting work (required)
Experience:
- Microsoft Office: 1 year (required)
- Administrative: 2 years (preferred)
Work Location: In person
