Job Opportunities in Canada

Revelstoke Credit Union is seeking a full-time Administrative Assistant to join our team. The successful candidate will be apart of a small team of individuals responsible for wealth management. The ideal candidate will have a background in administration, experience in a fast-paced environment, and must be detail-oriented and organized.
Administrator
This position provides administrative support to the Wealth Management team and members; deals with routine investment transactions, referring clients with more complex needs to an Investment Specialist or Financial Planner.
Key Areas of Accountability

• Provides administrative and member service support for the Wealth Management team such as maintaining appointment systems, preparing member information packages, preparing and distributing member communication packages, coordinating member seminars, maintaining tracking, record-keeping and file systems, preparation of correspondence.
• Services the financial product/service needs of Wealth Management members by carrying out activities such as opening and maintaining product accounts.
• Processes all administrative, transactional processing, which may include: opening, closing, and changing accounts related to registered and non-registered products, mutual fund transactions, basic estates processing activities, and term deposits.
• Develops and maintains a thorough knowledge of applicable credit union policies, products, services and government legislation, particularly as it pertains to tax-deferred plans, estates, investments, mutual funds and account opening, closing, and maintenance.

Job Type: Part-time
Pay: $22.00-$24.00 per hour
Expected hours: 20 – 30 per week
Benefits:

• Casual dress
• Company events
• Employee assistance program
• Extended health care
• Life insurance
• Profit sharing
• RRSP match
• Vision care
• Wellness program

Experience:

• Administrative experience: 1 year (required)

Work Location: In person