Job Description

Position Description

At First West our First West Wealth Management team of Senior Wealth Advisors and their support team work with our most valued families. They provide complex financial planning and advice with the industries widest selection of solutions and products. The support team assists our advisors with all aspects of the relationship including onboarding, account maintenance, inquiries, coordination of meetings and tracking of business results. This is a full time 4-month temporary role from the 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 existin...

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