We are currently seeking a Wealth Services Assistant to join our Woodgrove branch in Nanaimo.
The Wealth Services Assistant provides administrative and marketing support to assigned Senior Wealth Advisors and responds to routine member/client inquiries. Responsibilities include assisting in the preparation of client meetings, transaction documentation and participating in campaigns or special projects. Please note, this role may be required to work out of a wealth management centre.
Here’s what would be included as a part of your typical day
Required Skills, Experience & Qualifications
Why work for us?
We offer a total rewards package that recognizes the meaningful work you do to support our members and our communities, which includes:
In addition, you can enjoy socially conscious perks, like three paid days off every year, to volunteer for causes you care about.
What’s your place in the First West story? Apply now and let’s find out together!
First West regrets that only candidates selected for an interview will be contacted.
Wealth Services Assistant (Woodgrove Branch) • Nanaimo, BC, Canada
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