Wealth Services Assistant

at  Valley First a Division of First West Credit Union

We are currently seeking a Wealth Services Assistant to join our team.
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. This position requires occasional travel to the Oliver Branch.

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