Navacord Alberta | Wealth | Reporting to: Unit Manager
THE ROLE
The Client Coordinator provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Client Coordinator are passionate administrative professionals who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high-end results on schedule.
As a Client Coordinator, you are an Artisan, accommodating and analytical while producing highly precise and accurate work. You are;
- Respecting and seeking direction
- Requiring strong structure and adherence to the rules
An eye for managing detail-work and always following through.
WHAT YOU’LL DO:
- Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service.
- Develop and maintain strong relationships with clients, sureties, and internal stakeholders, ensuring a high level of trust and long-term partnership.
- Pro-active administrative support to the Financial Advisor in the delivery of client investment needs.
- Preparing client onboarding of accounts
- Processing investment trades and client transactions in a timely manner
- Strong knowledge of regulatory policies around client account management and taxation of different products
- Understanding of investment products and account types TFSA, RRSP, RRIF, LIRA etc
- Knowledge around Segregated funds and insurance products considered an asset
- Maintaining client files and records
- Knowledge around Locked-in account unlocking and pension legislation.
- Assist Advisor with booking client meetings, and organizing client reviews
- Other duties as required.
WHAT WE REQUIRE:
- Securities licensed completed or in progress.
- LLQP designation or ability and willingness to obtain required licensing.
- Securities licensed or ability and willingness to obtain required licensing.
- Commitment to maintaining all licensing requirements in good standing.
- An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred.
- 1-2 years experience in the investment industry working with private clients
- Post-secondary degree or diploma preferred.
- Comfort and ability to work with a high level of detail/accuracy.
- Experience working in a quick-paced environment
- Proficient use of Microsoft Office Suite (Word, Excel, Outlook), Zoom, DocuSign and Salesforce CRM
- Detailed oriented and ability to work independently