Financial Planning Administration Assistant - Partner - GIM
Cranbrook, BC$47k–$65k/yr
Aviso Wealth: As a trusted partner, Aviso Wealth provides credit unions with access to a comprehensive range of high-quality, innovative investing and wealth…
3+ YOECandidates need at least 3 years of experience at a financial institution or investment firm and must be willing to obtain investment industry licensing. Microsoft Office skills (Excel, Word, Outlook) are required, and post-secondary study in financial planning or business administration, life insurance administration experience and CRM experience are preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook