Wealth Management Administrative Advisor
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Build wealth management expertise in Edmonton by combining administrative support, client records, and life insurance business development on-site.
This Financial Advisor Assistant provides approximately four to five hours of daily administrative support to a Senior Wealth Advisor. Responsibilities span insurance and investment administration, practice operations, and client engagement. The role also supports building a life insurance practice for existing and new clients.
Key Responsibilities:
- Maintain accurate records under licensing and dealer compliance requirements
- Complete life insurance applications and investment transaction documentation
- Maintain calendars, account records, and internal systems
- Ensure outstanding paperwork receives timely monitoring and follow-up
- Assist marketing initiatives, events, and relationship-building campaigns
Requirements:
- Alberta Life and Accident & Sickness LLQP license
- Experience in wealth management, banking, insurance, or finance
- Working knowledge of financial-services compliance and documentation
- Experience with CRM systems such as Maximizer
- Ability to learn technologies and programs quickly
Apply financial administration, compliance awareness, and life insurance capability while supporting wealth advisors and client relationships in Edmonton.
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