Join Keystone Private Wealth Inc as a Financial Advisor Assistant in Lethbridge, AB. Support clients through inquiries, scheduling, and documentation in this full-time on-site role.

Keystone Private Wealth

Inc is seeking a dedicated Financial Advisor Assistant for its Lethbridge office. This permanent position focuses on providing client support, managing the advisor’s calendar, and ensuring accurate financial documentation. You will execute transactions, process account changes, and assist with operational tasks in a collaborative workplace. Key Responsibilities:

- Handle client inquiries through phone and email
- Manage the advisor’s schedule and book appointments
- Prepare and review financial documents for compliance
- Execute trades and process account transactions
- Maintain client databases and support marketing efforts Requirements:
- High school diploma or GED; bachelor's degree preferred
- 1-3 years in financial services or related roles
- Familiarity with financial software and compliance regulations
- Strong communication and attention to detail
- Must pass criminal and credit checks Support financial advising and enhance client experiences at Keystone Private Wealth Inc in Lethbridge.

📌 Financial Advisor Assistant in Lethbridge
🏢 Keystone Private Wealth
📍 Lethbridge