Support wealth customers and Investment Advisors at ProsperaCredit Union's New Westminster Advice Centre through detailed administration and service. Full-time work focuses on financial products, customer requests, and sales support.

As a Wealth Planning Assistant, you will manage daily administrative activities for Investment Advisors and wealth customers. The position includes meeting preparation, account reviews, transaction processing, and referral support. You will also use Client Relationship Management tools while following CSI procedures, corporate policies, and regulatory requirements.

Key Responsibilities:

- Respond to administrative customer requests and account inquiries
- Prepare statements, paperwork, onboarding documents, and meeting reminders
- Review accounts, transactions, debits, cash balances, and trades




- Process trades using written Investment Advisor instructions
- Support referrals, customer segmentation, and service matrix activities

Requirements:

- Two years' financial services experience, preferably in wealth
- Thorough understanding of financial products and services
- Effective verbal and written communication skills
- Exceptional attention to detail and task prioritization
- Knowledge of industry products and services

Bring financial services knowledge, administrative precision, and customer support skills to ProsperaCredit Union's wealth team in Recent Westminster.

📌 Wealth Planning Assistant New Westminster
🏢 Prospera
📍 New Westminster