Are you a highly organized, detail-oriented professional who thrives on providing exceptional client service?

Taylor Jackson Financial Services

Inc is looking for an Administrative Assistant to support our Financial Planner and wealth management team. Competitive wage/salary, based on experience Regular Monday-Friday business hours Act as a professional and welcoming first point of contact for clients, in person and by phone. Schedule, confirm, and coordinate client meetings for the Financial Planner, and prepare meeting rooms, materials, and documentation in advance.

Track outstanding tasks and follow-ups and help manage the advisor's workflow by flagging outstanding items. Initiate, monitor, and follow up on investment account transfers and other client transactions with financial institutions and investment companies. Verify that forms and documentation are complete, accurate, and properly authorized before submission.

Provide general administrative support to the Financial Planner and office as required. Previous experience in financial services, banking, wealth management, insurance, investment administration, or a qualified office environment is preferred.



Previous administrative or client-service experience.

Strong Microsoft

Office skills; comfortable working with CRM/database systems and electronic document management systems. Financial services licensing or industry experience is an asset but not required. Professional, confident telephone and written communication skills.

A satisfactory Criminal Record Check will be required as a condition of employment Taylor Jackson Financial Services Inc. is a well-established, locally rooted financial services practice based in Brandon, Manitoba, helping individuals, families, and business owners across Western Manitoba plan for retirement, protect their assets, and reach their financial goals. Backed by Sun Life and led by a team of experienced advisors and Certified Financial Planners, the practice is known for its close ties to the Brandon community and its collaborative, family-oriented team culture. Joining this team means becoming part of a group that genuinely values long-term client relationships and giving back locally.

For more information, visit their website: advisor.sunlife.

📌 Administrative Assistants-Temp-Legal (Brandon)
🏢 Wchrs
📍 Brandon