Administrative Assistant

3 weeks ago

Winnipeg, Canada Lawton Partners Full time

**About Lawton Partners Wealth Management**: Established in 1974, Lawton Partners Wealth Management has become a premier destination for wealth management services in Western Canada, thanks to our reputation and strong client referrals. Recognized as one of Canada's Top 100 Small and Medium Employers by MediaCorp Canada Inc., we offer a dynamic and professional work environment. Our commitment to personal and professional growth for our employees is at the core of our operations, ensuring a harmonious balance between career advancement and family life.

**Position Overview**: Joining our team as a Marketing/Administrative Assistant, you will play a crucial role in supporting our advisors and enhancing our clients' experience. This position is pivotal for someone looking to thrive in a supportive, team-oriented environment while helping clients achieve their financial goals. The role is highly interactive, requiring a proactive approach to client service, marketing support, and administrative responsibilities. With opportunities for growth and development in a continuously evolving industry, this entry-level position is both challenging and rewarding.

**Key Responsibilities**:

- Support marketing initiatives to promote advisor services, manage social media presence, and engage in direct client communication.
- Prepare and analyze weekly, monthly, and ad-hoc reports while ensuring the CRM and client files are up-to-date.
- Assist in the coordination and preparation of client meetings, including agenda setting, document preparation, and post-meeting follow-ups.
- Handle investment transactions and paperwork related to new insurance business, 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.
- 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. Industry-specific courses or certifications are a plus.

**Physical Demands and Working Conditions**:

- Office environment with occasional lifting required.
- Standard working hours, day shift.

**Career Benefits**:

- Personalized training and development opportunities.
- Group Health and Dental Benefits after a 6-month probation period.
- Group RSP matching program
- An entrepreneurial environment fostering growth.

**Join us at Lawton Partners Wealth Management and embark on a rewarding career in wealth management, where your growth is our priority.**

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- RRSP match
- Wellness program

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- Administrative experience: 2 years (preferred)

Work Location: In person

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