Job Posting Details

Investment Assistant, Rocky Credit Union

Location:Rocky Mountain House, Alberta
Posting Date:April 9, 2018
Closing Date:May 4, 2018
Web Site:www.rockycreditunion.com
Employment Type:Full-time / Permanent

The Credit Union:

Rocky Credit Union is the largest single branch Credit Union in Canada. Rocky Credit Union is committed to maintaining their high level standard of member service.  This is your opportunity to join a dynamic team of financial professionals in a vibrant organization. Rocky Credit Union is currently recruiting for a Permanent, Full-time Investment Assistant.

The Position:

  • Provides administrative support for Wealth Management and Member Services departments such as booking appointments, preparing member information packages, preparing and distributing member communication packages, and preparation of correspondence.

  • Processes all administrative and transactional processing. These include: opening, closing and changing accounts related to registered, non-registered products and mutual fund transactions.

  • Maintains a thorough knowledge of applicable credit union policies, products, services and government legislation, particularly as it pertains to tax-deferred plans, estates, investments, mutual funds and account opening, closing, and maintenance

  • Basic estate processing activities

The Person:

  • Mutual funds license or working towards

  • Related post-secondary education

  • Requires an understanding of investments and financial planning

  • Overall understanding of banking and accounting systems is an asset

  • Time management and detailed oriented

Compensation:

  • Salary commensurate with experience and in accordance with Rocky Credit Rewards & Motivation program.
  • Comprehensive benefits package