Wealth Services Assistant

2 weeks ago

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

The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include: assisting in the preparation of client meetings, transaction documentation and participating in campaigns or special projects. Please note, this role may be required to work out of a wealth management centre.

**Here’s what would be included as a part of your typical day**
- **Member Transactions**: Completes required documentation for the Senior Wealth Advisor and forwards for processing; follows up within established timeframe to ensure transaction has been processed.
- **Marketing Support**: Organizes on or off-site seminars; prepares invitations and follows up with members to confirm attendance; identifies potential new members/prospects.
- **Administrative Support**: Monitors the advisor’s diary and ensures annual review letters are prepared, as required; identifies upcoming reviews and ensures appointment is made; prepares queries on member data; starts the financial plan for the Senior Wealth Advisor to complete; completes any required documentation as instructed by advisor; maintains up to date and accurate member files.
- **Trades**: Discusses and process trades when required on behalf of the member.
- **Risk Management**: Maintains a professional standard of conduct at all times while promoting a positive image of the organization. Ensures compliance with all audit and risk management requirements and all other internal policies.

**Required Skills, Experience & Qualifications**
- High School Diploma required
- May require completion of CSI Canadian Securities Course & CPH and/or IIROC licensed
- **Note**: Some employees in this role will be required to become licensed depending on the Wealth Specialist they are assigned to support.
- 2 years in a financial institution or brokerage firm as an investment advisor assistant required
- 1 year of experience in an administrative or marketing role preferred
- Demonstrated interpersonal and written communication skills
- Proven organizational skills with attention to detail
- Ability to multi-task and prioritize tasks to meet deadlines
- Proficient in computer software programs, e.g. Microsoft Office, banking software and customer relationship management programs.
- 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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