{"id":3540317,"url":"https://alion.io/job/lloydsadd-client-coordinator-wealth","title":"Client Coordinator, Wealth","company":{"id":2673796,"name":"Lloydsadd","domain":"lloydsadd.com","url":"https://alion.io/company/lloydsadd","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Dayforce","truth_index":null},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Edmonton, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":30000,"max_usd":47000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":439},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-10-30T06:00:00Z","employer_posted_date":"2026-10-30","last_verified_at":"2026-10-31T18:30:42Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Client Coordinator, Wealth\nNavacord Alberta | Wealth | Reporting to: Unit Manager\nTHE 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.\n\nAs a Client Coordinator, you are an Artisan, accommodating and analytical while producing highly precise and accurate work. You are;\nRespecting and seeking direction\nRequiring strong structure and adherence to the rules\nAn eye for managing detail-work and always following through.\nWHAT YOU’LL DO:\nMost importantly, you will lead by example, live our values, and drive business relationships for the company by providing exceptional customer service.\nDevelop and maintain strong relationships with clients, sureties, and internal stakeholders, ensuring a high level of trust and long-term partnership.\nPro-active administrative support to the Financial Advisor in the delivery of client investment needs. \nPreparing client onboarding of accounts\nProcessing investment trades and client transactions in a timely manner\nStrong knowledge of regulatory policies around client account management and taxation of different products\nUnderstanding of investment products and account types TFSA, RRSP, RRIF, LIRA etc\nKnowledge around Segregated funds and insurance products considered an asset\nMaintaining client files and records\nKnowledge around Locked-in account unlocking and pension legislation.\nAssist Advisor with booking client meetings, and organizing client reviews\nOther duties as required.\nWHAT WE REQUIRE:\nSecurities licensed completed or in progress.\nLLQP designation or ability and willingness to obtain required licensing.\nSecurities licensed or ability and willingness to obtain required licensing.\nCommitment to maintaining all licensing requirements in good standing.\nAn academic background consisting of post secondary education, certificates, industry programs, etc. is preferred.\n1-2 years experience in the investment industry working with private clients\nPost-secondary degree or diploma preferred.\nComfort and ability to work with a high level of detail/accuracy.\nExperience working in a fast-paced environment\nProficient use of Microsoft Office Suite (Word, Excel, Outlook), Zoom, DocuSign and Salesforce CRM\nDetailed oriented and ability to work 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