Financial Advisor Assistant
Keystone Private Wealth Inc

Job Details

Location Lethbridge , AB

Location Lethbridge, AB

Work location On site

Salary $ 49,428.68 YEAR annually

Terms of employment Permanent employment Full time

Starts as soon as possible

vacancies 1 vacancy

Financial Advisor Assistant Responsibilities

Client Support : Handling client inquiries via phone or email, providing first-level support, and escalating complex issues to the advisor.

Scheduling and Coordination : Managing the advisor's calendar, booking appointments, and coordinating meetings with clients, tax teams, and estate planners.

Documentation and Reporting : Preparing, organizing, and reviewing client financial documents, investment updates, and account paperwork to ensure accuracy and compliance.

Transaction Processing : Executing trades, processing deposits, withdrawals, and account transfers under advisor instructions while adhering to compliance regulations.





Operational Support : Maintaining client databases, managing multiple computer systems, and assisting with marketing efforts such as newsletters or seminar invitations.

Required Skills and Qualifications

Education : A high school diploma or GED is the minimum; a bachelor's degree in finance, business, or a related field is preferred.

Experience : 1-3 years in financial services, banking, or customer-facing roles

Technical Skills : Familiarity with financial planning software, investment terminology, and compliance regulations.

Soft Skills : Solid communication, attention to detail, multitasking, and client service skills are essential.

Credit/Security Check: The successful candidate must pass a criminal and credit check.

Advertised until 2026-08-26

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📌 financial analyst (Alberta)
🏢 Keystone Private Wealth
📍 Alberta