Step into a rewarding role at First West in Nanaimo as a Wealth Services Assistant, focused on supporting Senior Wealth Advisors and enhancing client interactions. This position blends administrative tasks with marketing support in a dynamic branch environment.

In this role, you will assist in organizing client meetings, comprehending transaction documentation, and handling member inquiries. Successful candidates will have two years of financial institution experience and showcase solid organizational skills. You will also ensure that member files are kept up to date while promoting compliance within the organization.

Key Responsibilities:
• Answer routine phone calls and emails from members
• Assist with transaction documentation requirements




• Organize and coordinate seminars and member communications
• Ensure timely and accurate follow-up on documentation
• Process trades for members as necessary

Requirements:
• High School Diploma is mandatory
• 2 years as an investment advisor assistant
• One year in marketing or administrative roles preferred
• Strong detail-oriented and communication skills
• Familiarity with Microsoft Office and banking software

Leverage your skills to enhance member service and support First West's commitment to wealth management excellence in Nanaimo.
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📌 Wealth Services Assistant Position in Nanaimo (British Columbia)
🏢 First West Credit Union
📍 British Columbia