Financial planner assistant
Legacies Financial Group - Burnaby, BC

Assistant to financial advisor
Permanent position 20 - 24 hours per week
Process and complete mutual fund and insurance paperwork
Handle client investment transactions
Help prepare financial plans and annual reviews
Schedule appointments and prepare documentation
Work independently and with others
Prepare marketing pieces and presentations, and create forms
Update the web site
Oversee client service program
Oversee the marketing plan
Compensation $15 to $18 per hour depending on qualifications

Indeed - 16 months ago - save job - block
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