Overview
Mutual Fund Associate Supporting Wealth Advisors in Member Services Jobs in Winnipeg, Canada at Steinbach Credit Union
Enhance member experiences as a Mutual Fund Associate. Provide top-notch support to Wealth Advisors while managing financial accounts and ensuring compliance with investment regulations.
This role focuses on delivering exceptional service and requires interaction with members regarding their investment needs. You will collaborate closely with Wealth Advisors to prepare appointments, process documents, and resolve member inquiries. Attention to detail is essential for maintaining account accuracy and efficiency.
Key Responsibilities:
• Assist in preparing correspondence for Wealth Advisors
• Handle member inquiries about investment products
• Follow up on documentation and transactions
• Process requests for account updates and closures
• Maintain records and generate activity reports
Requirements:
• Grade 12 diploma plus Investment Funds in Canada (IFC) course
• 1-3 years relevant experience in the financial sector
• Basic knowledge of investment strategies and regulations
• Proficiency in Dataphile and Excel
• Ability to lift up to 20 pounds occasionally
Elevate your career by providing exceptional service and support to clients and advisors in the thriving investment sector.
#J-18808-Ljbffr
Title: Mutual Fund Associate Supporting Wealth Advisors in Member Services
Company: Steinbach Credit Union
Location: Winnipeg, Canada
Category:
