Wealth Services Assistant

7 days ago

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

We are seeking a Wealth Services Assistant to joint our Tsawwassen Branch. **This is a 15-month maternity coverage contract position.**

**Position Description**

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.

**Accountabilities**
- **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.

**People/Thought Leadership**
- No direct supervisory responsibility

**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

**Competencies**
- Demonstrated interpersonal and written communication skills
- Proven organizational skills with attention to detail
- Ability to multi-task and prioritize tasks to meet deadlines

**Skills**
- Proficient in computer software programs, e.g. Microsoft Office, banking software and customer relationship management programs.

**Travel**
- Overnight travel may be occasionally required, up to 6 times per year

**Risk Management**
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

**Pay Transparency**

Salary Range: $45,000 - $56,200

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