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
Wealth Client Coordinator: Precision Admin & Client Trust in Edmonton employer: Navacord Inc.
Navacord is an exceptional employer that fosters a dynamic and collaborative work environment, perfect for those who thrive in fast-paced settings. With a strong emphasis on employee growth, we offer comprehensive health and dental benefits, an RRSP match program, and additional paid time off, ensuring our team members feel valued and supported. Located in a vibrant office space, our culture encourages creativity and initiative, making it an ideal place for professionals looking to make a meaningful impact while advancing their careers.
