Wealth Services Assistant at Woodgrove

Join First West in Nanaimo as a Wealth Services Assistant, providing crucial support to Senior Wealth Advisors and engaging with clients. This role involves administrative assistance and marketing outreach while working in a vibrant team environment.

At the Woodgrove branch, you will support advisors by preparing documentation for transactions, organizing seminars, and responding to member inquiries. The ideal candidate will bring two years of experience in a financial setting and a strong understanding of administrative tasks. Additionally, your organizational skills will help maintain accurate member files and ensure compliance with policies.

Key Responsibilities:

• Answer member inquiries via phone and email

• Complete documentation for transactions promptly

• Organize and promote on-site seminars

• Monitor advisor appointments and reviews

• Process trades for members as required

Requirements:

• High School Diploma required

• 2 years as investment advisor assistant in finance

• 1 year in administrative or marketing preferred

• Strong communication and organizational skills

• Proficient in Microsoft Office and CRM software

Bring your expertise to enhance client engagements and support First West's wealth management services in Nanaimo.
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