Wealth Coordinator

4 months ago


Bonnyville, Canada Lakeland Credit Union Full time

**About Lakeland Credit Union**

Lakeland Credit Union is a trusted financial institution dedicated to providing exceptional banking services to our members. With deep roots in our community, we pride ourselves on delivering personalized financial solutions that meet the unique needs of individuals and businesses alike. At Lakeland Credit Union, we prioritize integrity, community engagement, and financial excellence, ensuring that our members can achieve their financial goals with confidence.

We are committed to fostering a work environment that promotes collaboration, innovation, and professional growth. As part of our team, you'll have the opportunity to make a meaningful impact on the financial well-being of our members while advancing your career in a supportive and dynamic setting.

**About the Opportunity**

Are you a master of multi-tasking with a knack for organization and attention to detail? Do you thrive in a fast-paced environment and enjoy working with numbers? If so, we have the perfect opportunity for you

This is an opportunity to be part of a supportive team, learn about the financial industry, and make a positive impact on our clients' financial well-being. If you're read to bring your administrative skills to the table and have a bit of fun along the way, we want to hear from you

More specifically, some of your responsibilities include, but are not limited to:

- Organize and maintain accurate files, records and documentation for quick retrieval
- Schedule member meetings to maximize the advisors’ time
- Ensure all documentation is complete, accurate and in compliance with relevant legislation, regulation, policies and procedures
- Fulfil administrative duties while maintaining a high level of accuracy and professionalism

**More About You**

In order to qualify for this role, you will need **2+ years administrative support experience**, preferably in a wealth management setting.

Above all, you are motivated to make a positive impact and are dedicated to ongoing learning and growth.

**About the Benefits**

Lakeland Credit Union is dedicated to making a positive impact on their members and community. We offer great compensation, benefits, and a fun team environment. Join the team in Bonnyville and help make a difference.
- Competitive pay and comprehensive benefits.
- Flexible spending account.
- RRSP matching after 3 months.
- Discounted employee financial services benefits.
- Opportunities for personal and professional development.
- A supportive and fun team environment.

**Apply** for a role at Lakeland Credit Union today and start changing lives, one member at a time. Live. Grow. THRIVE here