Financial Services Assistant On behalf of one of our Yellowknife Clients, Khione Resources is recruiting for a Financial Service Associate that will support the team with financial planning, wealth management and employee benefits services. The Organization For over 40 years Adapt Financial (Formally NWT Financial Services) has provided investment advice and financial planning services, solutions and products to individuals and groups. Adapt Financial is seeking a qualified Financial Services Assistant to work in our modern Yellowknife office. Adapt Financial is one of Yellowknife\xe2\x80\x99s leading full service investment and financial planning companies, offering high quality insurance and investment products to northerners seeking customized solutions to their insurance and wealth management needs. Role Description We are looking for an experienced candidate who can complement our team and provide client and advisor support to ensure the office runs smoothly on a day-to-day basis. As a Financial Service Assistant, you will work closely and effectively in a team setting with all Adapt Financial advisors. Main Responsibilities
Provide exceptional customer service to existing and prospective clients
Prepare detailed and high-quality proposals and illustrations for group benefit plans, group retirement plans, insurance and investment information and packages for new business meetings and client review meetings
Manage, maintain, and enhance established regulatory compliance processes and procedures
Handle client requests professionally and proactively referring them to advisors for additional services or financial planning, where appropriate
Manage client relationships using our customer database, Maximizer and Manulife propriety software
Support advisors\xe2\x80\x99 time management by scheduling appointments, crafting client communications, preparing client files, tracking tasks, and preparing meeting summaries
Process transactions and ensure the client onboarding functions are completed in a timely fashion
Continuous follow-up for all new investment, insurance, group benefits and group retirement business
Prepare client campaigns and written communications from our various databases
Ideal Candidate Qualifications
3-5 years office administration experience in a professional, client-facing environment
Strong computer skills, highly proficient with Microsoft Office suite of applications and PDF software
Ability to learn new programs, i.e., DocuSign, proprietary client management systems
Experience with NaviPlan or other financial planning software is a benefit but not required
Previous experience with Morningstar is an asset
LLQP and CFP are assets but not required
Strong organizational skills with high attention to detail and accuracy
Excellent verbal and written communication skills
Exceptional interpersonal skills, independent with a strong sense of initiative
Strong work ethic with a team-first mindset
Ability to receive and integrate performance feedback in a continuous improvement culture
Demonstrated ability to learn quickly, results-driven, thrives within a fast-paced environment
Compensation and Benefits Compensation will be based on the suitable candidate\xe2\x80\x99s experience, licensing, and professional industry accreditation, with an opportunity for performance-related incentives. Group benefits are provided following a 3- month waiting period. We thank all applicants for their interest, however only those selected for an interview will be contacted. Job Type: Full-time Salary: $24.00-$35.00 per hour Schedule:
8 hour shift
Experience:
Accounting: 1 year (preferred)
Bookkeeping: 1 year (preferred)
Work Location: In person
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