Take on a rewarding role as an Administrative Assistant in the investment and insurance field. Support financial advisors while managing client service requests and administrative tasks.
We seek an individual with a background in investment and insurance administration to join our team. You will handle client inquiries, assist with transaction processing, and maintain organized records. The role requires robust communication skills and a minimum of 2 years of experience.
Key Responsibilities:
• Fulfill client requests and ensure confidentiality
• Track and follow up on investments and client documents
• Assist in preparing for advisor meetings and renewals
• Maintain organized filing systems for compliance
• Update advisors on essential process changes
Requirements:
• Minimum 2 years of administrative experience in finance
• Knowledge of financial products and compliance regulations
• Superior communication and organizational abilities
• Proficient in MS Office, focusing on Excel and Word
• Strong attention to detail and accuracy in tasks
Your adaptability and professionalism will enhance our team's effectiveness in client service.
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📌 Administrative Support in Investment Sector (Winnipeg)
🏢 Heidi Headhunting
📍 Winnipeg