Wealth Focused Administrative 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) administrative professional 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: Life Insurance, Investments, and Group Insurance and Benefits

Assist with mutual fund processing and follow up

Maintain a record of client interactions via CRM

Perform all general office duties such as mail, scanning, filing, supply maintenance, and computer updates

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 meetings

Engage in projects to enhance client experiences such as event planning

Must have administrative experience in an office environment

Post-secondary education or an equivalent combination of experience and education

Preference will be given to those that hold a mutual fund license or are willing to obtain

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

**Salary is $45,000 - $50,000/yr, but is negotiable based on experience.**

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

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

Pay: $45,000.00-$50,000.00 per year

Start date: ASAP

Additional pay:

- Bonus pay

**Benefits**:

- Company events
- Dental care
- Life insurance
- On-site parking
- Paid time off

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

Application question(s):

- When are you available to start work?

**Education**:

- Secondary School (required)

**Experience**:

- Administrative: 1 year (required)

License /Certification:

- mutual fund license or are willing to obtain one (preferred)
- CSC Canadian Security Course or;
- IFIC Investment Funds in Canada

Work Location: In person

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