Financial Services Coordinator

2 weeks ago


Surrey, British Columbia, Canada Prospera Credit Union Full time
Job Description

We are seeking a Financial Services Coordinator to join our team at Prospera Credit Union. As a key member of our team, you will be responsible for providing exceptional support to our Investment Advisors and wealth customers.

Key Responsibilities:
  • Respond to customer requests and inquiries in a timely and efficient manner.
  • Assist with client meeting preparation, including preparing statements, paperwork, and onboarding documents.
  • Maintain comprehensive knowledge of CSI policies and procedures.
  • Process trades with written instructions from Investment Advisors.
  • Provide excellent customer service and support to internal teams and partners.
Requirements:
  • 2 years' experience in financial services, preferably with wealth experience.
  • Nice to have: Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), IIROC registration.
  • Effective verbal and written communication skills.
  • Ability to anticipate needs of and provide superior service to customers and IAs.
Benefits:
  • Total compensation package of base pay plus incentives that is market competitive.
  • Starting salary around the middle of the posted salary range, determined based on knowledge, experience, and internal equity.

Prospera offers a collaborative and inclusive work environment, where every employee feels valued, respected, and heard. We prioritize diversity, equity, and inclusion and strive to create an environment where everyone can thrive.

In this role, you will have opportunities to develop your skills and advance your career. We offer comprehensive training and support to ensure your success. Our team is passionate about making a positive impact in the communities we serve.



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