Administrative Assistant

24 hours ago

Moose Jaw, Canada Blue Whale Financial Solutions Inc. Full time

**Who we are**

Blue Whale Financial is a company and a destination that helps people with their financial planning needs. The team is looking for an administration professional who would appreciate an opportunity for growth. This role is in our Moose Jaw location.

We are a friendly, grateful, understanding team of people who offer a family-oriented culture and open door policy (when you need help we are here for you).

**Who you are**
- 3+ years of working as an Administrative Assistant in an office
- 2+ years of financial services and/or banking experience
- Openness to obtaining a mutual funds registration (IFIC or CSC) in the future
- Post-Secondary education
- Desire to grow
- Excellent verbal and written communication skills
- Attention to detail in everything
- Advanced knowledge of technology, tools and software - including Microsoft Office Suite and CRM databases (we use Salesforce)
- Ability to work well independently but also be a strong results-oriented team player
- Ability to adapt to changes

**What you will do**

1. Provide exceptional day to day support to clients and advisors, solving problems and communicating with clients as to where they are in the service process.

2. Process investment transactions and follow-up on outstanding requirements with clients, advisors, dealer and external venders.

3. Pre-client meeting preparation including gathering investment/insurance summaries and financial information for client meetings/reviews; create the client meeting agenda; prepare and distribute supporting information for scheduled meetings.

4. Post-client meeting follow-up including reviewing meeting notes with the Advisor(s) as they pertain to investments and executing applicable actions; make sure tasks and notes are being updated and completed in a timely manner.

5. Keep the CRM (Salesforce) up to date with meeting notes, phone conversations etc.

6. Handle administration such as address and bank account changes, filing and scanning.

8. Support other team members by pitching in where/when needed.

Pay: $35,000.00-$40,000.00 per year

**Benefits**:

- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- RRSP match

Schedule:

- Monday to Friday

Work Location: In person

Application deadline: 2025-01-17

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