Student; Wealth Job Surrey area,BC Canada,Finance & Banking

Position: Student (Wealth)

Position Description

At First West our First West Wealth Management team of Senior Wealth Advisors and their support team work with our most valued families. They provide complex financial planning and advice with the industries widest selection of solutions and products. The support team assists our advisors with all aspects of the relationship including onboarding, account maintenance, inquiries, coordination of meetings and tracking of business results.

This is a full time 4-month temporary role from the beginning of May to the end of August, offering hands on experience, professional skill development, and the chance to build a strong network across First West Credit Union.

Accountabilities

Departmental Support: Provides administrative assistance and support to your assigned department, ensuring tasks are completed accurately and on time. Prepares ad hoc data and reports as required.

Content & Documentation: Updates existing documents and create new content and documentation to support departmental initiatives.

Project Work: Participates in project assignments, collaborating with team members to achieve project goals.

Professional Development: Connects regularly with your leader, and build your professional network in a supportive, collaborative environment.

Community Engagement: Connects with the First West student community and take part in activities designed to enhance your experience.

Relationship Building: Liaises and builds trusted working relationships with internal stakeholders across various departments. Collaborates with team members and leaders to support projects and initiatives, while developing your professional network within First West Credit Union.

Required Skills, Experience & Qualifications

Currently enrolled in an undergraduate degree program or post-secondary education

Committed to developing skills and making an impact across multiple functions within a credit union, including finance, administration, and community programs

Experience with one or more Microsoft Office applications (Word, PowerPoint, Excel, Outlook)

Strong problem-solving and analytical skills.

Ability to work independently and collaboratively.

Eagerness to learn new concepts, systems, and software quickly.

Excellent written and verbal communication skills.

Highly organized with strong attention to detail.

Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.


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