Financial Planning Administrative Assistant

3 days ago

Winnipeg, Canada von Stackelberg Insurance Agency and Financial Services LTD Full time

**Job Summary**

We are a dedicated financial advisory firm in Winnipeg, Manitoba, consisting of a Financial Planner that is geared to help our clients meet their Financial goals. We pride ourselves on our high level of service, and expertise on risk management, estate planning, tax planning, Insurance as well as Investment planning.

We are seeking a dedicated and knowledgeable Financial Administrative Assistant to provide specialized administrative services and support, as well as play an active role in our growing business.

**Key Responsibilities**:

- Client Coordination and Communication
- Serve as a liaison between the Financial Planner and clients, maintaining a high level of service and communication
- Research and prepare account documentation for client meetings and requests
- Collaborate with the Investment Dealer and various Investment Companies to ensure timely execution of client and advisor requests.
- Maintain a professional and welcoming atmosphere for clients visiting the office
- Document Management and Record Keeping.
- Organize, manage and maintain client files, ensuring accuracy and regulatory compliance.
- Handle confidential financial documents with discretion and adhere to privacy standards.
- Maintain filing systems for documents, ensuring easy access and retrieval of information
- Input and update client information on CRM systems and databases.
- Stay up to date on changing regulations and industry practices.

**Qualifications**:

- Minimum of 3 years of administrative experience, preferably in Financial Services Industry
- Post secondary education
- Proficiency in Microsoft Office Suite ( Word, Excel, PowerPoint) and experience with CRM software is a plus.
- Hold a mutual fund license is an asset but not mandatory.
- Ability to prioritize and manage multiple tasks in a time sensitive manner.

**Benefits**:
Life Insurance

Disability

Extended Health Benefits

Dental

Paid Parking spot

Pay: $45,000.00-$60,000.00 per year

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- Front desk: 1 year (preferred)
- Administrative experience: 3 years (preferred)

**Language**:

- Mandarin (preferred)

Work Location: In person

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