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Investment Administrative Assistant

Penderfund Capital Management
Vancouver, WA Full Time
POSTED ON 3/1/2025
AVAILABLE BEFORE 5/1/2025

PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned, value-based investment firm founded in 2003. We are one of the fastest growing investment firms in Canada, and our goal is to be the first choice for investors looking to protect and grow their capital. We have grown from a couple of people with a passion for investing into a diverse and inclusive workplace of over 70 people by seeking out and hiring the most qualified, talented, and experienced people. 

 

We are seeking an Investment Administrative Assistant, based in our Vancouver office. This role will work in office 3-4 times per week, based on the needs of the team and be working with multiple departments, including marketing, retail, institutional, legal and compliance. The successful candidate will be a collaborative team player who has excellent communication skills, strong attention to detail and the ability to manage competing priorities.  

 

This opportunity provides a great entry point into the financial services industry. This is a wide-ranging role that directly supports the Investment team and the Executive Assistant to the CEO, the successful candidate will be joining a fast-growing investment firm with potential opportunities for future career growth. 

 

Responsibilities will include:  

  • Working directly with the Pender Investment team with business-as-usual responsibilities as well as special projects.  
  • Key responsibilities include general administrative support, expenses, meeting and calendar management, and providing support and back up to the administrative team.  
  • Booking Investment team travel and liaising with Sales teams around roadshow meeting schedule and logistics.  
  • Managing client material preparation with Portfolio Managers, coordinating timelines, deadlines, and communications across departments. 
  • Supporting internal and external Investment meetings (online and in person); managing logistics and providing technical support. 
  • Building strong relationships with internal and external stakeholders. 
  • Event planning and support for both internal and external events, which includes but is not limited to, managing activities and coordinating logistics. 

 

Core Competencies 

  • Self-starting attitude; motivated and hardworking with the ability to prioritize, multitask and work within time constraints. 
  • Focus on details; complete tasks thoroughly and accurately. 
  • Team orientation and enjoy working in a fast paced environment. 
  • Strong customer service skills, communication, administrative and organizational skills. 
  • Excellent interpersonal, judgment and decision-making skills. 
  • The ability to receive direction from multiple individuals and deliver concurrent projects. 
  • A resourceful, conscientious approach with the initiative to identify areas for attention. 

 

The successful candidate must have:

  • Three (3) years administrative experience.  
  • Post-secondary education, ideally in Business Administration or Commerce.  
  • Excellent proficiency with MS Office, particularly in excel, PowerPoint and SharePoint. 
  • Knowledge of Zoom, Slack, DocuSign and Certify an asset. 
  • Strong communication skills, both written and verbal. 
  • Experience with booking corporate travel within North America and International. 
  • Experience and an interest in event planning.
  • Flexibility to work outside of regular office hours on occasion.  

 

What’s in it for you?  

  • Competitive salary, bonus and benefits package.  
  • Opportunity to be part of a talented, collaborative and growing team.  
  • Potential for career advancement. 

 

We are sharing that the estimated salary range for this position is $55,000 - $65,000 per year. In determining final salary, Pender considers many factors including the candidate’s qualifications, relevant experience, job responsibilities, market conditions, position location and internal equity. Our aim is to ensure fair compensation practices that align with industry standards while acknowledging the unique value and expertise each individual brings to the role. The final base salary for the offer will be presented as part of a competitive compensation package. 

 

Our commitment to equity, diversity and inclusion:

Pender is committed to creating and maintaining a workplace that recognizes and values differences. It is a core principle at Pender that an equitable, diverse, and inclusive workplace simply makes us better. A diverse team with a range of knowledge and experience makes better decisions, which means better results for our stakeholders. We do not discriminate on any basis and welcome applications from all qualified individuals. When selecting candidates for employment, promotion, training, or any other benefits, it is on the basis of aptitude and ability. Should you require any accommodation or have questions, please let us know. 

Salary : $55,000 - $65,000

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Job openings at Penderfund Capital Management

Penderfund Capital Management
Hired Organization Address Vancouver, WA Full Time
PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned, value-based investment firm founded in 2...
Penderfund Capital Management
Hired Organization Address Vancouver, WA Full Time
PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned, value-based investment firm founded in 2...
Penderfund Capital Management
Hired Organization Address Vancouver, WA Full Time
PenderFund Capital Management Ltd (“Pender”) is an independent, employee-owned, value- based investment firm founded in ...

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