Administrative Assistant

2 weeks ago

Winnipeg, Manitoba, Canada Independent Financial Advisor Full time $45,000 - $65,000 per year

About the job

Job Opportunity: Assistant to Independent Financial Advisors

Location: Winnipeg, Manitoba

Position: PART-TIME

Are you looking to join a dynamic, experienced team of financial professionals? We are seeking a highly organized and detail-oriented Assistant to support two Independent Financial Advisors with over 20 years of experience. This is an excellent opportunity for someone with a
background
in financial services.

Responsibilities

  • Assist with client onboarding and maintenance of client files. Maintain and update client databases and information.
  • Provide administrative support; some client interactions, preparing & following up on documentation, processing trades, prepare and process financial reports.
  • Communication with insurance / investment companies
  • Must be familiar with CIRO regulations and industry standards.
  • Managing day-to-day internal operations

Qualifications

  • Experience in Financial Services
    – A
    minimum
    of 2-3 years in the investment/financial field, with a strong understanding of financial products, services, and industry terminology.
  • Familiarity with Computer Programs
    – Proficiency with Microsoft Office Suite (Excel, Word, Outlook) is required.
  • Candidates with
    Univeris
    experience will get priority.
  • MFDA platform experience preferred
  • Strong attention to detail and accuracy.
  • Ability to manage multiple tasks and prioritize effectively.
  • Excellent written and verbal communication skills.
  • Highly organized with a proactive, solutions-oriented approach.

What We Offer:

  • Opportunity to work with experienced professionals in the financial industry.
  • A supportive and collaborative work environment.
  • Competitive salary and potential for flexible hours.
  • Professional development opportunities.

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