Job Description

Wealth Associate (Administrative) - Aviso Wealth

Permanent, Full Time, On-site

Aviso Wealth is seeking a highly organized individual with exceptional administrative skills to join our team as a Wealth Associate. The individual we are seeking should be local or within a reasonable commute to Weyburn, SK.

As a Wealth Associate, you will work behind the scenes to ensure our Aviso Wealth office operates smoothly. You will provide administrative support to the Aviso Wealth Advisors by contacting and coordinating client appointments and processing financial transactions and documentation for a variety of insurance and investment products.

The salary range for this position is $49,368 to 67,881 annually and is based on experience.

As a team member you will enjoy:

Above market compensation package including comprehensive employee benefits and a wellness balance. Work/life balance with flex work options, generous paid time off including personal time, study time, and above-industry vacation accrual. Career development and advancement opportunities. A Total Rewards Program including up to 7% matched pension and profit sharing potential.
Regular social events and discounted employee banking.

Your Spark (Qualifications):

Minimum grade 12 education with preference for post-secondary education, plus 1-3 years of related work experience.

Administrative work experience is required.

Working knowledge of computer programs including Microsoft Word and Excel.

Must have excellent time-management, organization, and interpersonal skills.

Strong attention to detail and accuracy.

Previous experience within a financial institution, wealth management or insurance is considered an asset.

WCU values continuous personal and professional development. If you do not meet all the criteria but believe that your qualifications and experience would be valuable in this position, we strongly encourage you to apply! All interested candidates should

submit a resume by email to recruitment@weyburncu.ca.

This opportunity will remain open until successfully filled.

Please note, only applicants selected for interviews will be contacted.

Job Types: Full-time, Permanent

Pay: $49,368.00-$67,881.00 per year

Benefits:

Company events Dental care Extended health care Flexible schedule Paid time off Wellness program
Education:

Secondary School (required)
Experience:

Administrative experience: 2 years (required)
Work Location: In person