Job Description

Position Description

The Wealth Operations team provides administrative and operational support to mutual fund registered advisors. The team handles registrations including on-boarding and off-boarding of advisors and timely reporting of all material changes. The team also assists with issue management, client reassignments, sales and commission reporting, tracking and projects as required. This is a full-time 4-month temporary role from beginning of May to the end of August, offering hands on experience, professional skill development, and the chance to build a strong network across First West Credit Union. 

Accountabilities

  • Departmental Support: Provides administrative assistance and support to your assigned department, ensuring tasks are completed accurately and on time. Prepares ad hoc data and reports as required. 
  • Content & Documentation: Updates existing documents and create new content and documentation to support depart...

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