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 solid 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
Solid attention to detail and accuracy in tasks

Your adaptability and professionalism will enhance our team's effectiveness in client service.

📌 Administrative Support In Investment Sector Winnipeg
🏢 Heidi Headhunting
📍 Winnipeg