Staffmax is assisting our Wealth management client in finding an Office Coordinator/ Wealth Management Assistant
Location: North East Winnipeg - Henderson Hwy.
Salary Range: $41,800 - $50,000
Benefits:
- Health and dental
- RRSP Match 6%
- Education reimbursement in related field
- Casual dress code and work environment
Schedule: Monday to Friday, 8:30am - 4:30pm or 8-4pm
Responsibilities:
- Assist in creating a positive experience for clients
- Manage implementation of all transactions and account changes
- Follow up on processed transactions
- Maintain client files and run reports
- Analyze data and complete/process electronic documents for clients
- Maintain accurate and comprehensive client files in accordance with regulatory bodies
- Have high attention to detail and ability to multitask
- Problem-solving skills and organization skills
- Technological abilities
- Confident using Outlook, Adobe, and Excel
- Be the "office Coordinator" to help the team
- Good at communication and able to develop into a role that learns more industry knowledge
- Additional duties will be added when appropriate
- Opportunity for growth within the company
Requirements:
- Experience in wealth management or a related field preferred
- Excellent organizational and communication skills
- Strong problem-solving abilities
- Ability to multitask and pay attention to detail
- Strong technological abilities, including proficiency in Outlook, Adobe, and Excel
- Interest in learning and education in PMR or MB Securities Courses
- Ability to work in a team-oriented environment
If this is of interest, please send resume ASAP - only those who qualify will be called for an interview.