Coordinator - Partner - Prosperity Credit Union

Aviso Insurance Inc. is seeking a Coordinator to join our fast-growing organization.

The successful candidate will work out of our Aviso Insurance office located in Rosetown, SK. This is a permanent full-time position.

The successful candidate is a motivated self-starter who demonstrates a high level of professionalism and a strong desire to build and expand a successful financial practice. The ideal individual will possess a strong work ethic, a positive client-first mindset, and a genuine passion for delivering an exceptional and empowering client experience.

In this role you will provide key administrative and client service support.

We are seeking a team-oriented individual who thrives in a relationship-based environment.

Key Responsibilities:

• Provide administrative and operational support to advisors

• Schedule and coordinate client appointments and maintain organized client records

• Assist with client file setup and ensure all documentation is properly maintained

• Support the team by managing appointments and coordinating meeting logistics

• Greet clients professionally and provide a welcoming environment during visits

• Address client inquiries and concerns, ensuring timely and accurate responses

• Follow up on referrals and maintain communication with clients

• Provide general information and assistance to clients and members of the public

Qualifications:

• High school dip