Wealth Experience Associate for Advisors
A
ATB Financial
📍 calgary, ab, Canada
Job Description
Support Financial Advisors as a Wealth Experience Associate with ATB Wealth. Engage in a collaborative environment that demands exceptional organization and attention to detail amid a high-volume task flow.
In this role, you’ll be integral to the Financial Advisor Support Team, providing administrative support while managing client account requests. You’ll ensure flawless task execution, uphold compliance, and actively contribute to team projects and training. Your commitment to delivering high-quality results will directly impact the success of our Advisors and clients.
Key Responsibilities:
• Coordinate administrative tasks for Financial Advisors efficiently
• Maintain up-to-date client information and records accurately
• Facilitate onboarding and training processes for new Associates
• Identify and pursue process improvements within the team
• Work with cross-functional teams to elevate service quality
Requirements:
• Path to becoming CIRO Registered as a...
In this role, you’ll be integral to the Financial Advisor Support Team, providing administrative support while managing client account requests. You’ll ensure flawless task execution, uphold compliance, and actively contribute to team projects and training. Your commitment to delivering high-quality results will directly impact the success of our Advisors and clients.
Key Responsibilities:
• Coordinate administrative tasks for Financial Advisors efficiently
• Maintain up-to-date client information and records accurately
• Facilitate onboarding and training processes for new Associates
• Identify and pursue process improvements within the team
• Work with cross-functional teams to elevate service quality
Requirements:
• Path to becoming CIRO Registered as a...