Client Coordinator, WealthNavacord Alberta | Wealth | Reporting to: Unit ManagerTHE ROLEThe 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 andseeking directionRequiring strong structure and adherence to the rulesAn 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 solid 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 accountsProcessing investment trades and client transactions in a timely mannerStrong knowledge of regulatory policies around client account management and taxation of different productsUnderstanding of investment products and account types TFSA, RRSP, RRIF, LIRA etcKnowledge around Segregated funds and insurance products considered an assetMaintaining client files and recordsKnowledge around Locked-in account unlocking and pension legislation.Assist Advisor with booking client meetings, and organizing client reviewsOther 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 clientsPost-secondary degree or diploma preferred.Comfort and ability to work with a high level of detail/accuracy.Experience working in a quick-paced environmentProficient use of Microsoft Office Suite (Word, Excel, Outlook), Zoom, DocuSign and Salesforce CRMDetailed oriented and ability to work independently#J-18808-Ljbffr

📌 Client Coordinator, Wealth (Winnipeg)
🏢 Navacord Alberta
📍 Winnipeg