Senior Associate, Client Experience (The Osachoff Wealth Advisory Group)
Vancouver, BCFull Time
WA
Wellington Altus Branding
5+ YOECandidates need at least 5 years of wealth management or financial services experience, a bachelor's degree or equivalent, and strong organization and attention to detail. Industry licences such as RR, IR, CIRE or CIM are required or in progress, and proficiency with Microsoft Office is needed. Experience with Croesus and Salesforce is an asset.
Salesforce, Croesus, DocuSign, Microsoft Office, Excel, Word