Coordinator - Partner - Prosperity Credit Union
About The Position
Aviso Insurance Inc. is seeking a Coordinator to join our fast-growing organization. The successful candidate will work out of our Aviso Insurance office located in Rosetown, SK. This is a permanent full-time position. The successful candidate is a motivated self-starter who demonstrates a high level of professionalism and a strong desire to build and expand a successful financial practice. The ideal individual will possess a strong work ethic, a positive client-first mindset, and a genuine passion for delivering an exceptional and empowering client experience. In this role you will provide key administrative and client service support. We are seeking a team-oriented individual who thrives in a relationship-based environment.
Requirements
- High school diploma
- Previous education or experience in the financial services industry is desirable, but not required
- Proficiency in Microsoft 365 required
- Excellent interpersonal communication, telephone and organizational skills with high attention to detail
Nice To Haves
- post-secondary education in Office Administration is an asset
Responsibilities
- Provide administrative and operational support to advisors
- Schedule and coordinate client appointments and maintain organized client records
- Assist with client file setup and ensure all documentation is properly maintained
- Support the team by managing appointments and coordinating meeting logistics
- Greet clients professionally and provide a welcoming environment during visits
- Address client inquiries and concerns, ensuring timely and accurate responses
- Follow up on referrals and maintain communication with clients
- Provide general information and assistance to clients and members of the public
Benefits
- matched pension plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
