Administrative Assistant

4 weeks ago


Winnipeg, Canada Madison Financial Services Full time

**Administrative Assistant**

The administrative assistant contributes to the success of the business by providing administrative support directly to the financial advisors and clients.

Working both independently and within a small team, the administrative assistant is responsible for assisting with insurance and investment administrative processes.

**Qualifications and Competencies**
- Knowledge of, or an understanding of, the Financial Insurance & Investment industry would be highly beneficial in this role. Specifically, knowledge in processing investment trades would be ideal.
- Superior written and verbal communication skills with an ability to respond promptly to requests; effective telephone techniques; tact, courtesy, and patience.
- Able to contribute to a team atmosphere as well as on an individual basis with the ability to effectively prioritize time sensitive tasks
- Ability to prioritize multiple tasks and handle continuous interruptions while working in a fast-paced environment.
- Proficient in using Outlook, Word and Excel; aptitude for learning new technology.
- Excellent organizational and time management skills.

**Responsibilities/Accountabilities**

**Client Service**
- Fulfill client service requests such as banking, beneficiary, or address changes etc.
- Track client information and changes on the advisor’s Customer Relationship Management tool.
- Ensure privacy and confidentiality of client information at all times.

**Advisor Support Services**
- Prepare file for advisor meetings with clients, prospects, and group renewals.
- Maintain filing systems and ensure client files are compliant.
- Professionally represent the company
- Track advisors’ Continuing Education credits for licensing requirements.
- Update and restock all forms as required.
- Understand the need for change and responding in a positive, collaborative manner.

**Training and Continuous Development**
- Develop expertise on all lines of business, and excellence in service from both a product and process perspective.
- Develop expertise on all systems required to support the advisors.
- Keep current on all compliance and market conduct regulations and expectations, in an ever-changing environment.
- Provide updates to advisors on process changes and implications.

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

**Salary**: $40,000.00-$60,000.00 per year

**Benefits**:

- Company pension
- Disability insurance
- Employee assistance program
- Extended health care
- Flexible schedule
- On-site childcare
- On-site gym
- Paid time off
- Profit sharing
- RRSP match

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay
- Overtime pay

**Experience**:

- Front desk: 1 year (preferred)
- Administrative experience: 1 year (preferred)

Work Location: One location

Expected start date: 2023-05-01



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