Wealth Management Assistant

1 week ago

Nanaimo, British Columbia, Canada Coastal Community Full time

About Us


At Coastal Community, we're dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all.


We value every individual's unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.


We take pride in offering a comprehensive total rewards package and a workplace culture that's second to none. This includes a commitment to work/life balance, a substantial extended benefits package, an impressive 11.50% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more.


Job Summary


We're seeking a Client Relations Assistant to join our team of Consultants and clients in developing, building, maintaining, attracting, and expanding relationships.


This role is ideal for a self-motivated individual who can identify and resolve situations independently or with limited guidance, multitask within a high-functioning team, and provide friendly, professional service in an efficient, financially responsible manner.


Responsibilities


You will be responsible for:



  • Following up on security transactions, transfers, periodic plans, and all other transactional paperwork as required.
  • Handling and resolving all aspects of client service-related issues, including follow-up on transactional issues, booking appointments, and other related tasks as required.
  • Working with Consultants and Senior Client Relations Assistants to complete complex documentation, such as estate documentation with Executors/Beneficiaries/Accountants/Lawyers, Stock Certificates, Swaps, Trust & Estate, etc.
  • Meeting existing and prospective clients' needs by actively listening, promoting, and cross-selling all Wealth Management products as well as Coastal Community's full product and services offerings.
  • Pursuing business development opportunities by identifying and acting upon leads through sales and marketing campaigns, telemarketing, networking, community, and business-related endeavors.
  • Preparing professional correspondence and reports, including meeting preparation documents and input into financial planning software.
  • Supporting a paperless office environment by imaging and storing documents as per processing standards.
  • Inputting and maintaining CRM software.
  • Once licensed and within departmental guidelines, processing security-related transactions with written authorization from the Consultant/Manager.
  • Actively participating in team meetings.
  • Performing reception duties as required.
  • Performing related duties as required.

Requirements


To be successful in this role, you will need:



  • A minimum of 2 years investment industry experience and 1 year financial services experience.
  • Proficiency with MS Office (Word, Excel, PowerPoint, and Outlook) is required, as well as CRM software.
  • The ability to thrive in an energetic, ambitious, results-oriented sales environment.
  • A proven track record of achieving superior results.

Preferred Qualifications


Familiarity with all Credit Union products and services, a proven track record of identifying and acting upon opportunities, and the ability to refer business to other Credit Union business lines to build client relationships are highly desirable.


Excellent communication skills and the ability to articulate in a clear, concise manner are required to transfer information and understanding to members and influence non-members to join Coastal Community Credit Union.


About You


We're looking for a flexible, collaborative team player who enjoys working with the public, is professional in appearance, and capable of providing on-the-job guidance to others.


Salary Range


The salary range for this role is $46,021.44 to $55,782.48 annually.

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