Job Order Detail

Description

Thrive Wealth Management, a credit union company, is looking for a Wealth Associate to join our team. You will give administrative support to the Wealth team. The ideal candidate is highly detail oriented, profession and enjoys working with a team.

Our team wakes up every day focused on helping to improve our clients financial security. We do this by understanding their current financial situation and helping them build wealth plans that allow them to achieve their wealth goals and dreams.

Duties:
Office administration and reception duties
Provide time-sensitive administrative support to wealth team including creating and maintaining member/client files, meeting preparation, report generation as well as research assistance.
Ensure all sales, services and activities meet legislative, regulator and compliance requirements
Complete member transactions, registrations, data entry, schedule appointments and make appropriate referrals to subject matter experts
Proactively identify and uncover member/client needs including accepting transaction and trade requests (within scope of position)

Qualifications:
Experience in administrative support is required
Exceptional attention to detail
Excellent communications skills via phone and email

Functions well in a team environment
Grade 12 diploma; minimum of 1 year post-secondary education (preferably in business).
Sales and Services Training
Commitment to continuous learning and development
Please submit your application by December 30th, 2017.

All responses are appreciated, however only those invited for an interview will be contacted.
Conexus and Cornerstone offers investment products through the Credential Group of Companies. Credential is a registered mark owned by Credential Financial Inc. and is used under license.