Job Description

About LDCU Financial Management

As a subsidiary of Ladysmith & District Credit Union, LDCU Financial Management Ltd. is dedicated to providing personalized financial solutions to our clients. We pride ourselves on our exceptional service and commitment to helping our clients achieve their financial goals.

We are proud to offer our employees an extensive employer funded benefits package including:

Extended health care Vision Dental Employee & Family Assistance Program Life and Disability insurance Employee RRSP contributions Technology Assistance Program Corporate Wellness Program

About the Opportunity

As an Investment Services Assistant, you will be an integral part of our Wealth Management team providing administrative and sales support activities in order to develop, maintain, and expand client relationships.

The Investment Services Assistant will:

work with our Investment Advisors in the completion of required materials and tasks before, during and after client meetings engage clients on a regular basis by handling incoming and outgoing calls to provide client service & support serve as a support to the Investment Advisor in form preparation, statement requests and other administrative requirements maintains a strong understanding of industry regulations, policies & procedures, and compliance requirements organize data, information and files in Microsoft OneNote and Salesforce CRM maintain client tracking spreadsheets help coordinate and attend client, networking or industry events oversee front desk reception, greet clients

About the Candidate

The successful candidate will be a highly motivated individual with:

the ability to perform basic office/clerical activities including the use of the Microsoft suite of products a willingness to learn through practical, technical, and educational formats a commitment to excellent customer service excellent professional communication skills strong attention to detail an understanding of back office and compliance in a MFDA environment is preferrable previous industry experience is a strong asset

Why Join Us

Be part of a dedicated team that values innovation and community impact. Competitive compensation package with comprehensive benefits. Opportunities for professional development and growth. A collaborative and supportive work environment.
Job Type: Full-time

Pay: $25.00-$30.00 per hour

Benefits:

Company pension Dental care Disability insurance Employee assistance program Extended health care Life insurance On-site parking Paid time off Tuition reimbursement Vision care Wellness program
Work Location: In person