Job Description

R&R Solution is proud to recruit for one of our outstanding clients!

-------------------------------------------------------------------------



Located in

Moncton, NB

, this leading financial services company is expanding its in-person team. They are seeking a

Financial Assistant

to support their growing business.The Financial Assistant is responsible for

daily administrative tasks and client-facing operations

, working closely with Financial Advisors to provide value-added sales support, client service, and marketing assistance. Candidates must obtain Insurance and Mutual Fund licensing within six months.###

Key Responsibilities:

Deliver exceptional customer service and sales support to advisors and management to help achieve sales goals. Support advisors in the sales process, including data mining to identify new opportunities. Assist senior advisors with scheduling, email correspondence, client communication, and business growth initiatives. Follow administrative processes and guidelines to ensure deadlines are met. Provide knowledgeable sales and service support to drive new business and retain existing clients. Review applications and supporting documentation for accuracy and completeness. Communicate with advisors regarding incomplete or missing applications, requiring tact and diplomacy through multiple follow-ups. Prepare and review financial (purchases, deposits, switches, transfers, redemptions) and non-financial (beneficiary changes, banking, address, name updates) request documentation. Schedule client appointments for advisors and prepare paperwork for meetings in advance. Maintain compliance standards in collaboration with advisors.
###

Qualifications and Competencies:

Previous experience in the financial industry is required. Tech-savvy with strong proficiency in MS Office tools. Adaptable to change and able to quickly adjust priorities in a positive manner. Strong team player, capable of collaborating effectively to set goals, resolve issues, and make decisions. Able to prioritize multiple tasks and manage competing deadlines. Strong organizational skills with the ability to monitor progress and track details independently. Experience in business development, market analysis, and strategic planning is an asset. Bilingual ability is a plus.
###

About the Company:

Our client is a growing financial services corporation providing

investment, insurance, mortgage, and planning services

to clients across Canada.###

What We Offer:

Competitive compensation Opportunities for career growth and skill development Collaborative and supportive team environment
###

Job Details:

Job Type:

Full-time

Salary:

$48,000 - $55,000 per year

Experience Required:

Financial Administration: 2 years (required) Life Insurance License (preferred, must obtain within 6 months)


If you're ready to join a dynamic team and grow your career in financial services,

submit your application online and introduce yourself today!