Hybrid Financial Associate At Coast Capital (Richmond)

Hybrid Financial Associate At Coast Capital (Richmond)

31 Oct
|
Coast Capital Savings
|
Richmond

31 Oct

Coast Capital Savings

Richmond

Become a Financial Associate with Coast Capital in the Richmond Centre Branch. This full-time hybrid position involves supporting Financial Planners and boosting member satisfaction.As a Financial Associate, you will assist with day-to-day operations for Financial Planners. Your role will include managing calendars and making regular outbound calls to members. By delivering high-quality service, you will play a vital role in helping members improve their financial health, contributing to Coast Capital's profitability.Key Responsibilities:Provide administrative support to Financial PlannersManage scheduling and outbound communicationsEnhance current business development efforts with proactive supportEstablish strong member relationships for a positive experienceCollaborate with other teams to ensure excellent service deliveryRequirements:Background in administrative support or customer serviceAbility to build and maintain relationships effectivelyStrong communication and organizational skillsFinancial knowledge is advantageousMust successfully undergo background checksSupport members' financial journeys while advancing your professional career at Coast Capital.

📌 Hybrid Financial Associate At Coast Capital (Richmond)
🏢 Coast Capital Savings
📍 Richmond

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