Sales Account Assistant

2 weeks ago

Winnipeg, Manitoba, Canada Assiniboine Credit Union Ltd Full time

Role Overview


Reporting to the Wealth Compliance and Operations Manager, the Sales Account Assistant is responsible for providing timely and accurate administrative and project support to the Aviso Adviser Team within ACU Wealth Management.

The Sales Account Assistant ensures that the team is in compliance with legislative regulations and internal policies and procedures.

KEY ACCOUNTABILITIES

  • Accurately update information onto the Dataphile online systems

This includes:

setting up new client information, properly directing documentation to Aviso for the Member's file and setting the new client up on the contact management system.


  • Follow up on trades to ensure that they are settled as per the clients wishes.
  • Provide administrative services to the advisors as it relates to member meetings such as, scheduling meetings, preparing client files prior to their scheduled appointments.
  • Develop and maintain relationships with fund companies and external providers as applicable.
  • Responsible for processing and followup on documentation (completed by the Advisers), and sending it off to the appropriate address.
  • Prepare daily deposits of incoming cheques from various sources and process deposits to the correct Trust/sweep accounts.
  • Generate daily production and commission reports.
  • Greet clients, mail pickup, file construction and maintenance, reception duties and projects as assigned.
  • Reconcile the Trust/sweep accounts daily and prepare a monthly report for Aviso.
  • Investigate member account issues as requested.
  • Responsible and accountable for maintaining/followingup on items in the applicable administrative logs.
  • Responsible for preparing various client correspondences.
  • Employees are required to keep strictly confidential the affairs of anyone whose private information becomes available to them in the course of their duties.

QUALIFICATIONS

Education and experience


This position requires a grade twelve diploma supplemented by post secondary education and one year of job related experience or an equivalent combination of education and experience.

Completion of the Canadian Securities Course or Mutual Funds License is an asset.

Key Occupational Skills

  • Strong written and verbal communication skills
  • Ability to work in a team setting
  • Proficient in MS Office (Word, Excel, PowerPoint, Outlook, etc)
  • Effective listening skills
  • Effective time management skills
  • Ability to make sound decisions based on policies, procedures and experience
  • Proficient keyboard skills and knowledge of Eroworks and or banking software

WHO WE ARE?
ACU is a financial co-operative with over $6 billion in assets.

We offer a full suite of personal and commercial banking products and services, and a team of financial and wealth advisors to help our members succeed.

We have sixteen branch locations in Winnipeg, two northern branches in Thompson and Gillam, and we're owned collectively by over 140,000 Manitobans who use our services today.


  • Money doing more_ is the guiding statement that represents the way we do business, and conveys our ongoing commitment to the economic, social and environmental health of our communities. Over the last 80 years, we have helped our memberowners achieve their dreams, and we'd like to help you achieve yours.
Choosing to work at Assiniboine Credit Union means that you'll be working for an organization that:

  • puts people, planet and prosperity first,
- values diversity and inclusion,
- is focused on social and environmental responsibility,
- supports employees through training programs and long-term career development,
- offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits.


If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.


  • We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process._

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