We are a full-service financial planning firm providing solutions to individuals and businesses locally and across Canada. We offer expert service in the field of wealth management and an extensive line of financial products including insurance and investments.
The Opportunity
Our firm is hiring an Administrative and Marketing Assistantfor a full time permanent position for our office located in Winnipeg.
The Administrative and Marketing Assistant is responsible for managing the client experience and delivering high quality service including:
In-office reception and hosting services.
Contacting clients and prospects to schedule and confirm appointments.
Preparing client files and documents for service and meetings.
Processing financial transactions and follow-up with clients and suppliers.
Managing regular contact with clients including letters, e-mails, newsletters, events and social media.
The Qualifications
A self-motivated,
mature individual with robust organizational and interpersonal skills.
A desire to learn and grow professionally.
Strong computer skills with working knowledge of the full Microsoft Office suite (Word, Excel, Outlook, Teams, etc.).
Experience and knowledge of the investment and insurance industry would be an asset.
Experience working with Univeris and Maximizer is a bonus.
Goodwealth Financial – IPC offers a competitive salary, benefits, and the opportunity to learn and develop current skills in the financial industry. Join our knowledgeable team and help clients realize their dreams – and have fun while doing it! We thank all who apply. Only those selected for an interview will be contacted.
Job Type: Full-time
Pay: From $40,000.00 per year
Benefits
Dental care
Extended health care
Life insurance
Paid time off
RRSP match