Coordinator - Partner - Prosperity Credit Union

Aviso; Rosetown; On-site; CAD 42,000 - 55,000; Full time

Benefits offered by this job

Benefits

Matched pension plan

Job summary

Aviso Insurance Inc. seeks a Coordinator to join our Rosetown, SK office in a permanent full-time role that supports advisors with administrative and client service tasks.

The successful candidate will maintain organized client records, coordinate appointments, greet clients, and assist with file setup and documentation management. Proficiency in Microsoft 365 and strong interpersonal skills are essential; prior experience in financial services is a plus.

Qualifications

• Proficiency in Microsoft 365 required.
• Excellent interpersonal communication, telephone and organizational skills with high attention to detail.
• 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

Skills

Microsoft 365

Interpersonal communication

Organizational skills

Education

High school diploma

Office Administration (asset)

Job description

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.

Key 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

Qualifications:

• High school diploma: post-secondary education in Office Administration is an asset
• 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

Flexible and/or extended work hours may be required. Minimal travel may be required for learning and development opportunities.

The successful candidate will have opportunities for personal and professional growth within an environment that promotes continuous learning and cooperative values.

Salary will be proportionate with qualifications, experience and education. Upon qualifying, we offer excellent employee benefits and a matched pension plan.

For more information on this position, you are invited to contact Elan Kidd, Wealth Protection Specialist, at 306-882-4365.

We will be reviewing all applications during the week of August 24; however, this position will remain posted until successfully filled.

While we thank all applicants for their interest, only those considered for an interview will be contacted.

Aviso Insurance Inc. is an indirect wholly-owned subsidiary of Aviso Wealth Inc., offering financial planning, life Insurance and investments to members of credit unions and their communities