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Cfs Part-Time Coordinator - Partner - Raymore Credit Union
Company | Aviso Wealth |
Address | Humboldt, Saskatchewan, Canada |
Employment type | PART_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-06-22 |
Posted at | 11 months ago |
Description
- Strong interpersonal and verbal communication skills combined with exceptional telephone and organizational skills, typing and grammar skills.
- Performing other related duties, as required.
- Creating and maintaining member files, inputting financial plan information, formatting proposals, and processing product applications.
- Knowledge of Microsoft Office products (i.e. Outlook, Word, Excel, and PowerPoint).
- General investment and insurance industry knowledge and awareness of the Canadian Credit Union System is highly desirable.
- Ideally, interest in achieving industry related courses is an asset (i.e. MFDA, IFIC, Life Licensing)
- Setting appointments, preparing for client interviews, following up on referrals, processing mail and bill payments, handling concerns, and providing information on CFS.
- Post-secondary education in an office careers program, plus a minimum two years related experience in an office environment, or combination of education and experience.
- Preparing and processing a variety of activity reports for credit union management, as well as the CFS Representative(s).
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