Student (Operations - Mutual Funds & Wealth)

6 days ago

Kelowna, British Columbia, Canada First West Credit Union Full time
Description

Position Description

The Wealth Operations team provides administrative and operational support to mutual fund registered advisors.  The team handles registrations including on-boarding and off-boarding of advisors and timely reporting of all material changes. The team also assists with issue management, client reassignments, sales and commission reporting, tracking and projects as required. This is a full-time 4-month temporary role from beginning of May to the end of August, offering hands on experience, professional skill development, and the chance to build a strong network across First West Credit Union. 

Accountabilities

  1. Departmental Support: Provides administrative assistance and support to your assigned department, ensuring tasks are completed accurately and on time. Prepares ad hoc data and reports as required. 
  2. Content & Documentation: Updates existing documents and create new content and documentation to support departmental initiatives. 
  3. Project Work: Participates in project assignments, collaborating with team members to achieve project goals. 
  4. Professional Development: Connects regularly with your leader, and build your professional network in a supportive, collaborative environment. 
  5. Community Engagement: Connects with the First West student community and take part in activities designed to enhance your experience. 
  6. Relationship Building: Liaises and builds trusted working relationships with internal stakeholders across various departments. Collaborates with team members and leaders to support projects and initiatives, while developing your professional network within First West Credit Union. 

Required Skills, Experience & Qualifications

  • Currently enrolled in an undergraduate degree program or post-secondary education
  • Committed to developing skills and making an impact across multiple functions within a credit union, including finance, administration, and community programs
  • Experience with one or more Microsoft Office applications (Word, PowerPoint, Excel, Outlook)
  • Strong problem-solving and analytical skills. 
  • Ability to work independently and collaboratively. 
  • Eagerness to learn new concepts, systems, and software quickly. 
  • Excellent written and verbal communication skills. 
  • Highly organized with strong attention to detail. 
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

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