Administrative Assistant

1 week ago

Winnipeg, Canada Assante Wealth Management Full time

**ADMINISTRATIVE ASSISTANT**

**Company Overview**

Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions for families and businesses. Our clients are best served through a comprehensive, integrated and cooperative approach to wealth management.

**Description Overview**

We are looking for reliable and detail-oriented Administrative Assistant to join our team. Supporting a Senior Financial Planning Advisor and Associate Advisor of The Reimer Financial Group in Winnipeg, this is a diverse and client focused role for a dynamic professional.

**Key Responsibilities**:

- Provide administrative support to financial advisor and other team members.
- Manage and organize client files, correspondence, and documentation.
- Schedule and coordinate meetings, appointments, and conference calls.
- Assist with the preparation of financial reports, and documents.
- Update and maintain client databases with accurate and up-to-date information.
- Assist with client on-boarding, processing paperwork, and follow-up tasks.
- Perform general office duties including filing and scanning
- Support various team projects and perform other administrative tasks as needed.

**Education and Qualifications**:

- Previous experience as an administrative assistant or in a similar role, preferably within the financial services or professional services industry.
- Strong communication skills, both verbal and written.
- Excellent organizational and time management skills with the ability to manage multiple tasks effectively.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, One Note).
- Ability to maintain confidentiality and handle sensitive information responsibly.
- A customer service-oriented attitude with a professional demeanor.
- Ability to work effectively in a fast-paced environment and meet deadlines.
- Must be able to work on-site.
- Ability to take initiative, own processes and work independently as required
- Positive mindset, enthusiasm and energy

**What we offer**:

- Competitive hourly pay of $20 - $25 per hour.
- Paid time off and holiday benefits.
- After 3 months of employment, eligible to join group Health and Dental plan
- Supportive and collaborative work environment.

**How to Apply**:
Pay: $20.00-$25.00 per hour

**Benefits**:

- Dental care
- Extended health care
- Vision care

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday
- No weekends

Work Location: In person

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