Executive Assistant

3 months ago


Saskatoon, Canada Briske Financial Group - Assante Wealth Management Full time

Job description

Executive Administrative Assistant:

- **The Briske Financial Group**_ **- Assante Financial Management Ltd. - Spadina Crescent Saskatoon Location**
- **The Briske Financial Group**_ continues to grow, and we are looking for an exceptional individual experienced in the financial services industry to become part of our team. We are a full-service financial planning team offering wealth & estate planning, insurance and all aspects of financial management for high-net worth individuals and business owners.

We are seeking an individual with Life Insurance, Financial Management, and Wealth Planning experience to join our team. We have reached #1 status within our firm and seek an individual who can keep up with our fast-paced environment and is willing to grow as we do.

We offer a competitive salary, benefits, performance-based bonuses, and other incentives to our valued employees. At The Briske Financial Group, we believe in delivering outstanding experiences for our clients.

The job duties and expectations are as follows:
**Main Responsibilities**:

- Working with the team to gather information from clients
- Maintaining Life Insurance records
- Develop & maintain relationships with our clients - with confidentiality
- Preparing proper documents for Advisor-Client meetings
- Support our clients with day-to-day administration
- General clerical duties including photocopying, fax, and mailing
- Resolve administrative problems and inquiries
- Prepare written responses to routine inquiries with the utmost professionality
- Schedule & coordinate meetings and appointments
- Execute financial transactions and trades on our proprietary software system
- Enter data into excel spreadsheets and troubleshoot discrepancies
- Maintain electronic and hard copy filing system
- Maintaining our CRM including data entry
- Other duties as assigned

**Education and Experience**:

- 2 years minimum experience within the wealth management industry
- Post-secondary education in business/office administration or equivalent combination of education & experience
- Knowledge in the financial industry and processing (wealth planning, life insurance, mutual funds, segregated funds, and processing procedures)
- Efficiency in all Microsoft Office programs
- Salesforce CRM
- Calendly
- Mailchimp

**Key Competencies**
- Experience in the financial services industry is mandatory
- Background in Insurance & Estate Planning is preferred
- Attention to detail and accuracy**:

- Communications skills - written and verbal
- Planning and organizing
- Prioritizing
- Problem assessment and problem solving
- Information gathering and monitoring
- Adaptability
- Customer service orientation
- Teamwork

If you have the sills above and want to join a team that strives for excellence, please forward your resume to:
Crystal Dawson

or

Kelli Giesbrecht

Fax #306-665-6691

We look forward to hearing from you

**Job Types**: Full-time, Part-time, Permanent

Expected hours: 40 per week

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

**Education**:

- Secondary School (preferred)

Work Location: In person


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