Wealth Administrative Assistant - Partner - Synergy Credit Union

CAREER OPPORTUNITY

Wealth Administrative Assistant

Lloydminster, SK

We’re looking for a detail-driven Wealth Administrative Assistant to support our Senior Wealth Advisors and Insurance Specialists with precision and efficiency. If you thrive in a fast-paced environment, love managing details, and take pride in keeping operations seamless this role is for you!

Through our partnership with Synergy Credit Union, this position plays a vital role in delivering essential administrative support services. The ideal candidate is a highly organized, detail-oriented team player who is committed to accuracy, efficiency, and exceptional member service. Your ability to anticipate needs, prioritize tasks, and ensure seamless operations will contribute to the success of our wealth team.

Position Duties:

• Handle all incoming phone calls and walk-in inquiries.
• Create and maintain member investment and insurance files.
• Process bill payments and prepare activity reports.
• Follow up on insurance renewals, payments, and termination warnings for life contracts.
• Process and update client information.
• Assist with documentation signing.
• Follow up on all incoming transfers, ensuring missing documents are completed and submitted as required.
• Monitor pending files and underwriting requirements.
• Assist in building the relationship with credit union management and staff.
• Set appointments and complete reminder calls for scheduled appointments.
• Assist with referral tracking, calling, and follow ups.
• Establish and maintain effective communication and cooperation with both internal and external members.
• Other administrative duties as assigned.

Qualifications:

• High school graduate supplemented with post-secondary education in office administration.
• Minimum two years of experience as an assistant in an office environment dealing with internal and external contacts.
• General investment and insurance industry knowledge and awareness of the Canadian Credit Union System are highly desirable.
• Experience with working with all major types of office equipment and Microsoft programs.
• To apply for this position, interested candidates can submit their application via the Career Opportunities page at www.aviso.ca or email their resume directly to [email protected], by April 18, 2025.

More details:

• Permanent full-time position, 37.5 hours weekly
• Salary Grade: $45,800 to $57, 200

What do we offer?

• Competitive compensation
• Benefits and pension
• Preferred rates on our products and services
• Investment in your professional development
• Community involvement opportunities

Aviso Insurance Inc. is an indirect wholly-owned subsidiary of Aviso Wealth Inc., which is owned by Desjardins Financial Holding Inc., the five provincial Credit Union Centrals and The CUMIS Group Limited. Aviso Insurance Inc. offers financial planning, life insurance, living benefits and investments to members of credit unions and their communities. This position is in partnership with Synergy Credit Union.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

For more information about Synergy Credit Union, please visit:

https://www.youtube.com/user/SynergyCreditUnionwww.synergycu.ca

www.synergycu.ca