Job Description
Be a key player at RGF Integrated Wealth Management in Vancouver as a Client Services Associate. Provide exceptional administrative support to elevate client experiences in a hybrid model.
This position is perfect for candidates seeking to make an impact in the financial planning industry. Your organizational prowess and attention to detail will ensure efficient client service while working collaboratively within a supportive team.
Key Responsibilities:
• Deliver administrative support for the Financial Advisory Team
• Facilitate client meetings and inquiries with precision
• Maintain client databases and assist with financial analysis
• Process insurance and investment product applications
• Contribute to comprehensive product reporting
Requirements:
• Post-secondary education or equivalent experience in finance
• Understanding of financial products and related regulations
• Proficient in MS Office and databases
• Outstanding communication and organ...
This position is perfect for candidates seeking to make an impact in the financial planning industry. Your organizational prowess and attention to detail will ensure efficient client service while working collaboratively within a supportive team.
Key Responsibilities:
• Deliver administrative support for the Financial Advisory Team
• Facilitate client meetings and inquiries with precision
• Maintain client databases and assist with financial analysis
• Process insurance and investment product applications
• Contribute to comprehensive product reporting
Requirements:
• Post-secondary education or equivalent experience in finance
• Understanding of financial products and related regulations
• Proficient in MS Office and databases
• Outstanding communication and organ...
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