Found Description
Enhance client relationships as a Wealth Planning Assistant at Prospera Credit Union in Abbotsford. Deliver exceptional service and streamline administrative functions for Investment Advisors.
In this position, you'll assist Investment Advisors at the Abbotsford Advice Centre by carrying out administrative duties and facilitating superior customer service. Your knowledge of wealth management and compliance will help ensure adherence to regulatory requirements. You will also prepare for meetings and support client onboarding processes effectively.
Key Responsibilities:
• Address customer requests and administrative inquiries promptly
• Organize meeting materials and follow-up tasks
• Review accounts and facilitate trade processes
• Utilize Client Relationship Management tools thoroughly
• Support team members and contribute to sales efforts
Requirements:
• 2 years’ experience in financial services, ideally in wealth
• Completion of the Canadian Securities C...
In this position, you'll assist Investment Advisors at the Abbotsford Advice Centre by carrying out administrative duties and facilitating superior customer service. Your knowledge of wealth management and compliance will help ensure adherence to regulatory requirements. You will also prepare for meetings and support client onboarding processes effectively.
Key Responsibilities:
• Address customer requests and administrative inquiries promptly
• Organize meeting materials and follow-up tasks
• Review accounts and facilitate trade processes
• Utilize Client Relationship Management tools thoroughly
• Support team members and contribute to sales efforts
Requirements:
• 2 years’ experience in financial services, ideally in wealth
• Completion of the Canadian Securities C...
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