Wealth Management Administrator

3 weeks ago


Brandon, Canada Sunrise Credit Union Limited Full time
  • Ensure members are introduced to, and educated on, Sunrise Wealth financial products and services
  • Contribute to the annual sales plan through consistent, professional service with clients

Provide administrative support for specialized wealth services to advisors and clients

Preparation of documents

  • Tracking information for Advisors
  • Open and update client files
  • Diligently carry out transactions related to investment accounts
  • Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
  • Ensure adherence to compliance and risk management rules
  • Ensure effective communication among all parties (clients, advisors, and various collaborators)
  • Collaborate with non-wealth branch staff
  • Exemplify strong self-management, time-management and organizational aptitude
  • Collaborate with non-wealth branch staff to ensure member needs are delivered in a seamless manner between servicesEducational Requirements

Post-secondary education in a related discipline

  • Salesforce CRM education and experience preferred
  • Certification in financial planning, investment and/or insurance preferred
  • Current enrolment in or completion of the Mutual Funds Course
  • Experience
    • A practical knowledge of the various financial products, investment markets and insurance products accessible to an investor.
    • Proven self-starter with demonstrated organizational and relationship building skills within the financial services industry
    • Effective communicator with strong interpersonal skills and the ability to build collaborative relationships
    • Demonstrated ability to work collaboratively with other roles to ensure member needs are delivered in a seamless manner
    • Experience in business office activities and operations to secure efficiency and compliance to regulatory industries
    • Strong computer skills including office applications, investment software and product applications.
    • Ability to analyze and evaluate complex information from a number of sources
    • Solid decision-making skills – ability to make reasoned and timely decisions
    • Demonstrated organizational skills and ability to manage time and priorities in a fast-paced environment Sunrise isproud to offerone of the most comprehensive benefit programs; individualized training and development programs and incentive pay plan. We thank all applicants, but only those selected for an interview will be contacted.
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