Job Description

Financial Advisor Administrative Assistant
Move your career forward into mutual funds by taking this first step.
Our downtown Winnipeg client is seeking a Financial Advisor Administrative Assistant for a partner with the firm.
Our client is seeking someone looking to thrive in a supportive, team-oriented environment while helping clients achieve their financial goals. The role is client-facing, requiring a proactive approach to client service, and administrative responsibilities.
Pay and Benefits:

• Depending on experience, $50-55k, higher pay if you have a mutual fund certificate and have experience.
• Personalized training and development opportunities.
• Group Health and Dental Benefits
• Group RSP matching program 4% after 1 year.
• An entrepreneurial environment fostering growth.
• Flexibility in hours dependant on partners agreement
• Free parking

Key Responsibilities:

• Within 6 months obtain your Mutual Funds license to better assist the partner.
• Professionally handle inquiries from clients via phone and email
• Prepare and analyze weekly, monthly, and ad-hoc reports while ensuring the CRM and client files are up-to-date and in compliance
• Assist in the coordination and preparation of client meetings, including agenda setting, document preparation, and meeting follow-ups.
• Handle investment transactions, ensuring compliance with industry standards.
• Maintain office efficiency through various administrative tasks, including electronic scanning, filing, and managing client marketing lists.

Attributes:

• Independent self-starter with the ability to manage multiple priorities in a fast-paced environment.
• Potential if desired, to be groomed and trained to become a partner
• Exceptional interpersonal skills for effective communication across all organization levels.
• Strong organizational and time-management skills.
• A team player who thrives in a diverse and collaborative workplace.
• Fluency in English; bilingualism is an asset.

Required Experience and Education:

• Experience in the insurance/financial services industry preferred.
• Customer service experience and proficiency in Microsoft Office Suite.
• Familiarity with CRM systems and a sound understanding of insurance and investment products.
• A college diploma, university degree, or equivalent experience. CFP or Mutual Fund certifications are a plus.

Company:
Staffmax Staffing & Recruiting
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Skills Required