2 meilleures offres (investment advisor assistant, nanaimo, bc) (à pourvoir)

Wealth Services Assistant
FW Wealth Management —Nanaimo, BC
- De 49 100 $ à 57 900 $ par an
- Temps plein
- Microsoft Office
- Expérience administrative
- Diplôme d'études secondaires
il y a 9 jours
Administrative Assistant
Royal Bank of Canada —Nanaimo, BC
- De 40 000 $ à 45 000 $ par an
- Temps plein
- Bilingue
- Anglais
- Microsoft Office
il y a 7 jours

More jobs to discover

Find similar jobs that you might be interested in.

Reception-Office Assistant
CR LAWYERS LLP —Parksville, BC
Maintain filing systems, both electronic and physical, ensuring documents are organized and easily accessible. 1 year of experience working as a receptionist,.
De 20 $ à 23 $ de l’heure
Postuler rapidement
Medical Office Assistant
Medical Arts Centre —Nanaimo, BC
The MOA is responsible for providing front-line administrative support including patient reception, appointment scheduling, phone communication, EMR management,…
24 $ de l’heure
Postuler rapidement

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Licensed Assistant
Allan Small Financial Group/IA Private Wealth —Scarborough, ON
Actively sharing knowledge and experience to enhance the development of all team members. Responding to client inquiries in a professional and responsive manner…
De 50 000 $ à 70 000 $ par an
Postuler rapidement
Experienced Accident Benefit Claims Advisor- Senior
TD Bank —Markham, ON
Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement…
De 66 800 $ à 94 300 $ par an

Show more jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : investment advisor assistant (nanaimo, bc)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de SimplyHired.

Wealth Services Assistant

FW Wealth Management
Nanaimo, BC

Postuler dès maintenant

Détails du poste

Temps plein
De 49 100 $ à 57 900 $ par an
Il y a 9 jours

Profil recherché

Investissement
Microsoft Office
Expérience administrative
Diplôme d'études secondaires
Sens de l'organisation
Cours sur le commerce des valeurs mobilières au Canada (CCVM)
Compétences en communication
Marketing

Description complète du poste

We are currently seeking a Wealth Services Assistant to join our Woodgrove branch in Nanaimo.

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.

Here’s what would be included as a part of your typical day

Sales and Service Strategy : Answers and responds to routine member phone calls and/or emails; proactively contacts members and assists with updates to member information; schedules member appointment on behalf of advisor; screens members and identifies opportunities to refer to other FW lines of business.

Member Transactions : Completes required documentation for the Senior Wealth Advisor and forwards for processing; follows up within established timeframe to ensure transaction has been processed.

Marketing Support : Organizes on or off-site seminars; prepares invitations and follows up with members to confirm attendance; identifies potential new members/prospects.

Administrative Support : Monitors the advisor’s diary and ensures annual review letters are prepared, as required; identifies upcoming reviews and ensures appointment is made; prepares queries on member data; starts the financial plan for the Senior Wealth Advisor to complete; completes any required documentation as instructed by advisor; maintains up to date and accurate member files.

Trades : Discusses and process trades when required on behalf of the member.

Risk Management : Maintains a professional standard of conduct at all times while promoting a positive image of the organization. Ensures compliance with all audit and risk management requirements and all other internal policies.

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.

Why work for us?

We offer a total rewards package that recognizes the meaningful work you do to support our members and our communities, which includes:

A competitive base salary plus performance-based incentive compensation
Annual merit pay increases
Flexible benefits as well as support for retirement benefits
Vacation time, a flexible “Day4U” and the option to purchase up to five additional vacation days
Other financial perks such as our Employee Banking Advantages which includes waived or reduced financial service fees, reduced rates on personal loans, mortgages and no-interest loans on lifestyle-related items that promote health, wellness, learning and business aptitude

In addition, you can enjoy socially conscious perks, like three paid days off every year, to volunteer for causes you care about.

What’s your place in the First West story? Apply now and let’s find out together!

First West regrets that only candidates selected for an interview will be contacted.

Postuler dès maintenant

Affinez votre recherche

investment advisor assistant emplois - nanaimo, bc

Wealth Services Assistant

Administrative Assistant

More jobs to discover

Explore jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : investment advisor assistant (nanaimo, bc)

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact