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Client Coordinator, Wealth
Navacord
Source: Headcount Labs · original listing ↗
Job data: Headcount Labs, ODbL 1.0. Job descriptions belong to their employers.
Source date: 10/30/2026
About this role
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. WHAT WE REQUIRE: 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