Wealth Client Coordinator: Precision Admin & Client Trust

Navacord Inc.; Edmonton; On-site; CAD 42,000 - 66,000; Full time

Job summary

Navacord Alberta – Wealth is seeking a Client Coordinator who will provide centralized administrative support to our production and service teams, ensuring a seamless execution of our service strategy. This role emphasizes accuracy, strong organization, and adherence to regulatory policies in managing client accounts.

You will build relationships with clients and internal stakeholders, support the Financial Advisor with onboarding and investment needs, and help coordinate client meetings and

Qualifications

• Post-secondary degree or diploma is preferred.
• LLQP designation or ability to obtain licensing is preferred.
• Securities licensing completed or in progress is preferred.

Responsibilities

• Provide centralized administrative support to production and service teams.
• Develop and maintain relationships with clients, sureties and internal stakeholders.
• Proactively support the Financial Advisor in delivering client investment needs.
• Prepare client onboarding of accounts.
• Process investment trades and client transactions promptly.
• Maintain client files and records.
• Assist Advisor with scheduling client meetings and reviews.

Skills

Attention to detail

Customer service

Structured workflow

Proactive administration

Education

Post-secondary degree or diploma

LLQP designation or ability to obtain

Securities licensing (completed or in progress)

Tools

Microsoft Office Suite

Zoom

DocuSign

Salesforce CRM

Job description

Navacord Alberta – Wealth is seeking a Client Coordinator who will provide centralized administrative support to our production and service teams, ensuring a seamless execution of our service strategy. This role emphasizes accuracy, strong organization, and adherence to regulatory policies in managing client accounts.

You will build relationships with clients and internal stakeholders, support the Financial Advisor with onboarding and investment needs, and help coordinate client meetings and