Wealth Support Officer

In 2025, Prosperity Credit Union emerged as an economic force and community partner in rural Saskatchewan, born from the merger of three trusted credit unions: Cypress, Diamond North, and Prairie Centre. Built on a foundation of collaboration and community spirit, Prosperity Credit Union embodies the heart of rural Saskatchewan. With a deep understanding of the unique needs of our members, we are committed to delivering exceptional service and tailored financial solutions.

At Prosperity Credit Union, you'll find a workplace that values innovation, connection, and a shared commitment to enriching the lives of our members and communities. Join us in shaping the future of financial services in rural Saskatchewan while building a career you can truly take pride in.

**Role and Responsibilities**:
We are looking for a motivated and reliable individual to join our Wealth team as a **Wealth Support Officer - Mutual Funds**. Reporting to the Manager, Wealth Services, this administrative support position plays a key role in delivering seamless back-end support for our Wealth Specialists and ensuring an excellent experience for our members.

Play a key role within the team as you provide:
**Comprehensive Administrative Support for our Wealth Specialists**:
Provide day-to-day administrative assistance to Wealth Specialists, including preparing and organizing documents, managing appointment scheduling, coordinating follow-ups, and ensuring smooth operational workflows.

**Record Management & Member File Maintenance**:
Maintain timely and precise record-keeping. Ensure all investment-related activities are documented in alignment with regulatory and internal standards. Maintain accurate and compliant member records by updating files regularly and adhering to MFDA and internal compliance requirements.

**Regulatory Compliance**:
Assist in audits and ensure all required documentation is complete and properly stored.

**Reporting, Documentation & Internal Liaison**:
Prepare member reports, investment summaries, and related documentation as needed. Act as a key point of contact for internal teams regarding mutual fund processes, providing timely and helpful responses to inquiries.

**Exceptional Member Service & Experience**:
Deliver professional, courteous, and timely service to members by responding to inquiries, supporting related needs, and ensuring a positive experience throughout all interactions related to wealth services.

**Qualifications**:

- Experience in an administrative, financial services, or credit union environment.
- Strong organizational and time-management skills with the ability to prioritize tasks effectively.
- High attention to detail and accuracy, especially when handling sensitive member and financial information.
- Excellent communication and interpersonal skills.
- A working knowledge of mutual fund operations or willingness to learn.
- Proficiency with Microsoft Office Suite and comfort with financial systems and databases.

**Perks and Benefits**:

- Comprehensive benefits package
- Generous paid vacation and sick days to support employee health and well-being
- Collaborative work environment
- Generous matched pension plan
- Planned retirement for targeted management and specialist positions
- Paid days off for volunteering and professional development courses
- Professional development incentive program
- Preferred loan/deposit rates and service packages
- Relocation bonuses and reimbursement for eligible employees
- Staff and corporate events

**Job Types**: Full-time, Permanent

Pay: $25.03-$31.28 per hour

Expected hours: 37.5 per week

Additional pay:

- Bonus pay
- Overtime pay

**Benefits**:

- Company events
- Company pension
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Tuition reimbursement
- Vision care

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday
- No weekends

Application question(s):

- Are you willing to travel to provide coverage at other Prosperity branch locations?

Work Location: In person