Operational Associate, Rawluk & Associates Private Wealth Management - Victoria, BC

The Operational Associate Opportunity

As an Operational Associate, you will provide client servicing and practice management support to Rawluk & Associates Private Wealth Management.

We are a diverse, vibrant, driven, and award-winning financial planning team. In 2022, our practice was honoured with the Jeff Carney Award for Financial Planning Excellence which recognized us as the top Financial Planning team in the country for IG Private Wealth Management.

This is a great opportunity for a highly-organized and motivated individual that would like take charge of the day-to-day operations of our financial services practice. The individual must be detail and service-oriented, and have experience with workflow and processes ideally within the financial services industry.

As the role is mastered, there will be the opportunity to take on greater leadership within the team and have complete financial planning responsibilities with our clients.

Your responsibilities will include, but not be limited to:

• Receiving client inquiries on behalf of the Advisor and determining appropriate course of action
• Proactively resolving client issues and fulfilling client requests
• Processing new business including completing and submitting applications
• Assisting in the preparation of a prospect or client file prior to meetings
• Tracking active tasks or projects and bringing them to completion
• Maintaining updated financial plans and client databases
• Keeping track of client life events and changes

To qualify for this opportunity, you should possess:

• Business Administration Diploma or other Postsecondary degree in a relevant business discipline or equivalent experience
• Ideally, having relevant experience in the financial services industry
• CIFIC or CSC completion, or willing to obtain
• Strong computer skills in the MS Office Suite (Outlook, Word, Excel, Power Point)
• Strong verbal and written communication skills
• Customer service orientation, with a demonstrated ability to professionally interact with clients, both on the phone and face-to-face
• Excellent organizational and time management skills, with the ability to quickly adapt to changing priorities

You should also have the following attributes:

• Self-starter who takes initiative and can work independently
• Good listener and possesses a proactive service-oriented mindset
• Problem solver with an ability to anticipate and understand future steps necessary to accomplish important tasks
• Flexible and willing to adapt and evolve into roles with greater responsibilities over time

About Rawluk & Associates Private Wealth Management
Rawluk & Associates is a leading Victoria-based Private Wealth Management practice providing a full range of financial products and services to high-net-worth families, entrepreneurs, and professionals. For more information, please visit us at: www.rawlukprivatewealth.com