Wealth Services Assistant

at  Envision Financial a Division of First West Credit Union

We are currently seeking a Wealth Services Assistant to join our team at our South Point Envision Financial branch in Surrey, BC.
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.

REQUIRED SKILLS, EXPERIENCE & 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
• Demonstrated interpersonal and written communication skills
• Proven organizational skills with attention to detail
• Ability to multi-task and prioritize tasks to meet deadlines
• Proficient in computer software programs, e.g. Microsoft Office, banking software and customer relationship management programs.
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

Please refer the Job description for details