Wealth Coordinator, Wealth Management

BDO Canada

Red Deer, AB

Putting people first, every day

BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth.

Your Opportunity

Responsibilities:
• Assist the Wealth Advisor with daily administrative needs;
• Assist Wealth Advisor to prepare meeting packages for clients;
• Assist with coordinating the financial planning process, along with gathering the required information;
• Follow up on daily client requests in a timely manner;
• Coordinate the account opening process for new and current clients;
• Responsible for client data integrity and system updates;
• Responsible for ensuring client packages, materials, and meetings are prepared/scheduled;
• Other Financial Planning tasks including, but not limited to... More Detail

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