Wealth & Estate Planning Associate Vancouver

Join our dynamic team in Vancouver as a Wealth & Estate Planning Associate. Provide crucial support to Specialists and develop financial plans while enhancing your administrative skills.

We are seeking an energetic and organized professional to assist our Wealth & Estate Planning Specialists. This role requires exceptional multi-tasking and interpersonal skills to input client data, prepare illustrations, and maintain meticulous records. With a focus on accuracy, you'll ensure compliance with all audit requirements while supporting Investment Advisors and participating in team training initiatives.

Key Responsibilities:
• Create financial plans for Wealth & Estate Planning Specialists
• Provide detailed administrative support to the team
• Input client data efficiently into our systems
• Prepare client insurance applications and illustrations
• Assist with team projects and meetings

Requirements:
• 1-3 years of ...