Wealth Management Assistant
Rocky Mountain House, AB, CA, Canada
Job Description
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About the Role
West of the 5th Financial is seeking a highly motivated and detail-oriented
Mutual Fund Assistant
to join our Wealth team. In this role, you will execute instructions from the team lead with precision, urgency, and a commitment to accuracy. You will work both independently and collaboratively, supporting the preparation, organization, and filing of documents and contributing to the overall efficiency of the team.
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Key Responsibilities
Execute assigned tasks and instructions from the team lead with due diligence and timeliness Accurately prepare, organize, and file financial and administrative documents Maintain document organization systems to ensure ease of access and compliance Support team members in delivering exceptional client service Demonstrate a proactive and accountable work ethic in both team and independent settings
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Qualifications & Skills
Proficiency in Microsoft Word and Excel Willingness to learn and adapt to new software systems Exceptional attention to detail and accuracy Strong organizational and time management skills Effective problem-solving abilities Positive attitude and professional demeanor Ability to work both independently and collaboratively * Self-motivated with a strong sense of urgency
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Job Detail
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Job IdJD2991199
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationRocky Mountain House, AB, CA, Canada
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EducationNot mentioned