Financial Assistant

1 month ago


Winnipeg, Canada Desjardins Full time

The Financial Assistant is responsible for supporting advisors and branch personnel in the servicing of current clients and the development of new clients. We are looking for a master multi-tasker with excellent communication skills and an upbeat attitude to fill this position. To be successful, the Financial Assistant must be attentive and accurate. They should be prepared and responsive, willing to meet each challenge directly. The Financial Assistant must be comfortable with mutual fund, segregated fund, GIC, and Insurance products, confident with technology, and strong verbal and written communication. Most importantly, somebody who is willing to go the extra mile for the company and the client, taking pride in one’s work.


Main responsibilities

  • Ensure satisfactory resolution of client inquiries, coordinating responses with other departments as necessary.
  • Answer and respond to phone calls and e-mail communications.
  • Prepare documentation for investment transactions such as Purchase, Redemption, Switch, and Transfers for mutual fund, segregated fund, and GIC products.
  • Responsible for the completion of mutual fund, segregated Fund, and GIC processing by branch cut-off time.
  • New business support for insurance, including Life, DI, and CI.
  • In force policy administration. Obtain in-force insurance policy information and statements as needed by advisors and clients.
  • Conduct a regular review of pending activity and outstanding business and escalate as required.
  • Regular meetings with advisor and review client records for client meeting preparation.
  • Prioritize and organize workflow. Maintain and review documents for accuracy.
  • Adhere to a high service level standard.
  • Work in conjunction with compliance department to ensure compliance regulations are followed.


Qualifications

  • High School diploma
  • Experience in the Financial Service industry
  • Hold the CIFC and LLQP (an asset, not necessary)



Specific knowledge

A strong knowledge of Investments products required. Have solid computer skills, including Microsoft Office. The position requires excellent communication skills, organization skills, and a capacity to manage several tasks simultaneously.



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