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Wealth Protection Assistant

4 weeks ago

Langley, Canada Envision Financial, a division of First West Credit Union Full time

The Wealth Protection Assistant provides administrative and marketing support to assigned Life Insurance Specialist and responds to routine member/client inquiries.

**Here’s what would be included as a part of your typical day**
- **Marketing Support**:Organizes and assists in the preparation of presentation materials for internal and external meetings, functions, and seminars; prepares invitations and follows up with members to confirm attendance.
- **Administrative Support**:Monitors the specialist’s diary and ensures annual review letters and/or any other cards/documentation are prepared, as required; identifies upcoming reviews and ensures appointment is made; prepares queries on member data; completes any required documentation as instructed by advisor; maintains up to date and accurate member files. Assists specialist in reconciling monthly commission reporting.

**Required Skills, Experience & Qualifications**
- High School Diploma required
- Completion of LLQP or previous LifeA&S Insurance License, Advocis courses, or CLU,CFP, PFP an asset but not required
- 2 years of experience in a financial institution or equivalent experience required
- Demonstrated strong interpersonal and written communication skills
- Good organizational skills with strong attention to detail and ability to prioritize tasks
- Proficient in computer software programs, e.g. Microsoft Office
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

**Why work for us?**

We offer a total rewards package that recognizes the meaningful work you do to support our members and our communities, which includes:

- A competitive base salary plus performance-based incentive compensation
- Annual merit pay increases
- Flexible benefits as well as support for retirement benefits
- Vacation time, a flexible “Day4U” and the option to purchase up to five additional vacation days
- Other financial perks such as our Employee Banking Advantages which includes waived or reduced financial service fees, reduced rates on personal loans, mortgages and no-interest loans on lifestyle-related items that promote health, wellness, learning and business aptitude

In addition, you can enjoy socially conscious perks, like three paid days off every year, to volunteer for causes you care about.

**Diversity & Inclusion**:

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