More jobs:
Senior Wealth Associate
Job Description & How to Apply Below
Support wealth advisors with client service, CRM systems, and compliant administration in an on-site Senior Wealth Associate role in Regina.
Thrive Wealth Management is seeking a Wealth Associate or Senior Wealth Associate to support Advisor practices. You will manage client files, prepare meetings, generate reports, assist research, and help execute business plans. The work serves members and communities through trusted wealth guidance.
Key Responsibilities:- Manage client files and accounts accurately
- Prepare meetings and generate client reports
- Provide research assistance for Advisors
- Navigate CRM and Analytic systems proficiently
- Maintain compliant client information and interactions
- Customer service or administrative support experience
- Finance, business, commerce, or related education is an asset
- Financial, insurance, or wealth industry experience is an asset
- CIRO license required for Senior Wealth Associate
- Demonstrated proactive business partnership and building activities
Bring detail-oriented administration, communication, and client relationship skills to Thrive Wealth Management’s Regina advisory practices.
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×