Wealth Services Assistant (DCC)

First West Credit Union View all jobs

  • Duncan, BC
  • Permanent
  • Full-time
  • 30 days ago
Job Category: FW Wealth ManagementJob Description: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.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.About Us:What's in it for you:First, we strive to make our team members feel genuinely rewarded. You'll have:
  • Mental health coverage and resources
  • Customizable health benefits, as well as topped-up parental leave
  • Performance-based compensation, employee banking advantages and group RRSP matching
  • Vacation time and flexible work arrangements to support your lifestyle
We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual's skills and experience, and may correlate with performance in the role.We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we're powered by giving back-in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.By joining our team, you'll be able to elevate your potential. Wherever your own purpose leads, we're here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.Take the next step in your career as part of our team. Apply for this opportunity!Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.Diversity, Equity, Inclusion & BelongingAt First West Credit Union, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it's preparing materials in an alternate format, booking an accessible meeting room or other arrangement.Your individuality is welcome here.About UsWe're a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on First West Credit Union.Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

First West Credit Union