Wealth Focused Assistant

2 weeks ago

Regina, Canada MKS Financial Services Inc. Full time

MKS Financial Services, located in Regina, Saskatchewan, is known for helping protect the financial well-being of families, businesses, and employees. We are looking to add one (1) Wealth Focused Assistant to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. We are looking for someone proactive and detail-oriented with great communication skills and a drive for delivering an exceptional client experience. As a member of the team, you will need to have strong relationship-building skills, and a drive for continual improvement for yourself and client services.

**The key responsibilities for this role include**

**Administrative Duties**:

- Assist with paperwork in the following areas: Investments and Group Benefits
- Assist with mutual fund processing and follow up
- Maintain a record of client interactions via CRM
- Prepare monthly reports
- Other duties as assigned

**Client Services**:

- Keep the CRM up to date with meeting notes, phone conversations, and actions taken
- Complete beneficiary changes, policy changes, redemptions, deposits, etc.
- Book and/or confirm client appointments, send appointment reminders, and prepare client files for meeting
- Engage in projects to enhance client experiences such as event planning
- Have experience as an assistant in an office, a post-secondary education or an equivalent combination of experience and education
- Have strong project management skills with prioritization and anticipation of needs
- Have strong verbal and written communication skills
- Is patient and composed under pressure
- Has strong attention to detail, thoroughness, and accuracy
- Be proficient in Microsoft Office Suite of Tools, Internet usage and a Contact Management System
- Knowledge of segregated funds/mutual funds, insurance, employee benefits would be an asset
- Ideally have experience in Financial Services, but lack thereof can be overcome with a strong willingness to learn and develop

We thank all applicants for their interest in this opportunity; however, only those selected for an interview will be contacted.

**Job Types**: Full-time, Internship / Co-op
Contract length: 4 months

Pay: $15.00-$18.00 per hour

Expected hours: 40 per week

**Benefits**:

- Company events
- On-site parking

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- Administrative: 1 year (required)

**Language**:

- English (required)

Work Location: In person

Application deadline: 2025-03-03
Expected start date: 2025-05-05

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