Navacord is one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations across Canada, we take pride in our ability to attract exceptional talent and build top performing teams who deliver the best results for our clients. Navacord invests time to understand our clients, reducing their total cost of risk, and helping them build stronger organizations.
Client Coordinator, Wealth
Navacord Alberta | Wealth | Reporting to: Unit Manager
THE ROLEThe Client Coordinator provides centralized administrative support to our production and service teams to allow a seamless execution of our service strategy. Client Coordinator are passionate administrative professionals who can effectively manage their workflow around competing priorities without sacrificing service quality, and deliver consistent, high-end results on schedule.
As a Client Coordinator, you are an Artisan, accommodating and analytical while producing highly precise and accurate work. You are;
- Respecting and seeking direction
- Requiring strong structure and adherence to the rules
An eye for managing detail-work and always following through.
WHAT YOU’LL DO:- Most importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service.
- Develop and maintain strong relationships with clients, sureties, and internal stakeholders, ensuring a high level of trust and long-term partnership.
- Pro-active administrative support to the Financial Advisor in the delivery of client investment needs.
- Preparing client onboarding of accounts
- Processing investment trades and client transactions in a timely manner
- Strong knowledge of regulatory policies around client account management and taxation of different products
- Understanding of investment products and account types TFSA, RRSP, RRIF, LIRA etc
- Knowledge around Segregated funds and insurance products considered an asset
- Maintaining client files and records
- Knowledge around Locked-in account unlocking and pension legislation.
- Assist Advisor with booking client meetings, and organizing client reviews
- Other duties as required.
- Securities licensed completed or in progress.
- LLQP designation or ability and willingness to obtain required licensing.
- Securities licensed or ability and willingness to obtain required licensing.
- Commitment to maintaining all licensing requirements in good standing.
- An academic background consisting of post secondary education, certificates, industry programs, etc. is preferred.
- 1-2 years experience in the investment industry working with private clients
- Post-secondary degree or diploma preferred.
- Comfort and ability to work with a high level of detail/accuracy.
- Experience working in a fast-paced environment
- Proficient use of Microsoft Office Suite (Word, Excel, Outlook), Zoom, DocuSign and Salesforce CRM
- Detailed oriented and ability to work independently
Navacord is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.
Skills Required
- Securities licensing completed, in progress, or willingness to obtain required licensing
- LLQP designation or willingness to obtain required licensing
- Maintain all licensing requirements in good standing
- 1-2 years of investment industry experience working with private clients
- High level of detail and accuracy
- Experience working in a fast-paced environment
- Proficiency with Microsoft Office Suite, Zoom, DocuSign, and Salesforce CRM
- Ability to work independently
- Post-secondary education, degree, diploma, certificate, or industry program
- Knowledge of segregated funds and insurance products
What We Do
Lloyd Sadd is a Western Canadian insurance brokerage and Navacord broker partner serving clients across Alberta and British Columbia. The company provides expert advice and solutions in commercial insurance, risk management, employee wellbeing, group benefits and pensions. It works to understand clients’ risks, reduce their total cost of risk, and help organizations become stronger through specialized guidance, coverage, and service.
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