Administrator

2 weeks ago


Revelstoke, Canada Revelstoke Credit Union Full time

**Administrator**

This position provides administrative support to the Wealth Management team and members; deals with routine investment transactions, referring clients with more complex needs to an Investment Specialist or Financial Planner. Requires a basic understanding of investments and financial planning and has the opportunity to receive a Mutual Funds or Insurance license.

Key Areas of Accountability
- Provides administrative and member service support for the Wealth Management team such as maintaining appointment systems, preparing member information packages, preparing and distributing member communication packages, coordinating member seminars, maintaining tracking, record-keeping and file systems, preparation of correspondence.
- Services the financial product/service needs of Wealth Management members by carrying out activities such as opening and maintaining product accounts.
- Processes all administrative, transactional processing, which may include: opening, closing, and changing accounts related to registered and non-registered products, mutual fund transactions, basic estates processing activities, and term deposits.
- Develops and maintains a thorough knowledge of applicable credit union policies, products, services and government legislation, particularly as it pertains to tax-deferred plans, estates, investments, mutual funds and account opening, closing, and maintenance.

**Salary**: $22.00-$25.00 per hour

Expected hours: 35.50 per week

**Benefits**:

- Casual dress
- Company events
- Employee assistance program
- Extended health care
- Life insurance
- Profit sharing
- RRSP match
- Vision care
- Wellness program

Ability to commute/relocate:

- Revelstoke, BC V0E 2S1: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (required)

**Experience**:

- Administrative experience: 1 year (required)

Work Location: In person


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