Financial Administrative Assistant

• 

  Location

  (CANADA) and Winnipeg

• 

  Job Reference

  20944

• 

  Functional Area/Experience

  Business, Accounting & Finance / Fresh Graduate

Job Description & Qualifications

Seeking a Financial Administrative Assistant that is accountable for providing complete administrative support in the execution of a wealth management practice business plan while operating in a fast paced, confidential, multi-tasking environment.

Responsibilities

• Working closely with the advisors and other team members, contributing to the success of the practice by providing sales support, client service and administrative duties
• Strategically working with the advisor to prepare for client meetings, and to follow through with execution of changes made during the meetings with the objective to move the business forward
• Processing and executing all investment and insurance transactions and paperwork with a high degree of accuracy and completeness
• Review and prepare financial (deposits, switches, transfers, redemptions, etc.) and non-financial (change of beneficiary, banking, address, name, etc.) change request documentation
• Maintain, improve, and innovate efficient administrative processes and systems for transaction processing, client data collection, and file maintenance to effectively support planning and sales activities
• Communicate concisely and efficiently with all stakeholders (advisors, para-planners, clients, back office, product suppliers, etc.) to advance understanding, complete tasks, and resolve issues as quickly as possible
• Interact positively and cheerfully with clients and back-office staff while proactively anticipating and meeting client’s needs and questions
• Enjoy providing good support and service to all stakeholders

Qualifications

• Business Administration Diploma or other Post-secondary Degree in a relevant business discipline, or equivalent experience
• Good computer skills in MS Office Suite (Outlook, Excel, Word, PowerPoint)
• The ability to assess, strategize, simplify, and communicate complicated matters in both oral and written form, engaging others to make and act on needed decisions quickly
• Licensed, or the ability to become licensed for Life and Accident & Sickness Insurance and Mutual Funds
• Experience in the investment, insurance or financial planning industry (optional, but preferred)
• Experience with a CRM system (optional, but preferred)
• Experience with financial planning software (optional, but preferred)

Skills And Abilities

• Excellent communication skills, both verbal and written
• Demonstrate tidiness/neatness and commitment to being organized
• Have clear, easy-to-read handwriting
• Have strong analytical, research, and problem-solving skills
• Enjoy working independently and autonomously
• Be curious and have a strong self-learning mindset
• Demonstrate initiative and ability to anticipate advisor/client needs
• The ability to assess administrative processes and find efficiencies
• Excellent time management skills with the ability to quickly adapt to ever-changing priorities/time restrictions
• Maintain staff and client confidentiality
• Organized but flexible to take on a new task of greater urgency

Additional Notes

You will be working as part of a mutual team of interdisciplinary professionals. We foster a creative atmosphere that encourages growth and personal development. All resources are provided, and the working environment is highly professional.

Please attach PDF copies of your resume.

We thank all applicants for their interest; only those selected for an interview will be contacted.

Company Description

You will be working as part of a mutual team of interdisciplinary professionals. We foster a creative atmosphere that encourages growth and personal development. All resources are provided, and the working environment is highly professional.