Hybrid Financial Associate at Coast Capital

5 days ago

Richmond BC, Greater Vancouver Regional District, BC; British Columbia, Canada Coast Capital Savings Full-time

Become a Financial Associate with Coast Capital in the Richmond Centre Branch. This full-time hybrid position involves supporting Financial Planners and boosting member satisfaction. As a Financial Associate, you will assist with day-to-day operations for Financial Planners. Your role will include managing calendars and making regular outbound calls to members. By delivering high-quality service, you will play a vital role in helping members improve their financial health, contributing to Coast Capital's profitability. Key Responsibilities:

  • Provide administrative support to Financial Planners
  • Manage scheduling and outbound communications
  • Enhance new business development efforts with proactive support
  • Establish strong member relationships for a positive experience
  • Collaborate with other teams to ensure excellent service delivery
Requirements:
  • Background in administrative support or customer service
  • Ability to build and maintain relationships effectively
  • Strong communication and organizational skills
  • Financial knowledge is advantageous
  • Must successfully undergo background checks
Support members' financial journeys while advancing your professional career at Coast Capital. #J-18808-Ljbffr