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Financial Advisor Administrative Assistant
Move your career forward into a Financial Planner 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 minimum wage is $50k, higher pay if you have a mutual fund certificate and have experience. If you come with a book of business and are a CFP pay is higher
- 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.
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