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FINANCIAL SERVICES ASSISTANT

Assist advisors in their day-to-day administrative tasks (i.e. processing investment transactions, updating client files, obtaining electronic signatures), ensuring process protocols and service standards are consistently maintain...

CompanySummit Financial Planners
AddressVernon, BC
CategoryAccounting
Salary$20 an hour
Job typePermanent | Part-time
Date Posted a month ago See detail

Financial Services Assistant

Summit Financial Planners

Vernon, BC

$20 an hour

Assist advisors in their day-to-day administrative tasks (i.e. processing investment transactions, updating client files, obtaining electronic signatures), ensuring process protocols and service standards are consistently maintain...