Overview

We are seeking a professional, organized and dependable Administrative Assistant – Financial Services to join our team at CI Assante Wealth Management.

This is a full-time, in-office position supporting our financial advisory team. The role includes investment trade entry, client administration, reception coverage, scheduling and general office support.

The successful candidate will be detail-oriented, comfortable working with confidential financial information, and committed to providing excellent client service.

Responsibilities

- Enter and process investment trades accurately and efficiently
- Prepare and process client forms and account documentation
- Maintain accurate client records and files
- Assist with new account openings and account updates
- Answer incoming telephone calls and direct inquiries appropriately
- Greet clients and provide reception coverage
- Schedule appointments and maintain advisor calendars
- Prepare documents and correspondence for client meetings
- Follow up on outstanding paperwork and client requests
- Scan, copy, file and maintain confidential client documentation
- Work closely with advisors and other team members to ensure administrative tasks are completed accurately and on time
- Perform general office and administrative duties as required

Requirements

- Previous administrative experience




- Strong attention to detail and accuracy
- Excellent organizational and time-management skills
- Professional written and verbal communication skills
- Strong client service skills and professional telephone manner
- Comfortable using Microsoft Office, including Outlook, Word and Excel
- Ability to learn financial-services software and internal systems
- Ability to manage multiple priorities in a professional office environment
- Comfortable handling confidential client and financial information

Previous experience in banking, investments, insurance or financial services would be considered an asset. Experience with investment trade entry or investment account administration would also be considered an asset.

Position Details

- Full time, permanent
- Monday to Friday
- 8:30 a.m. to 4:30 p.m.
- Salary: $49,000 to $55,000 per year, depending on experience
- This position is 100% in-office and is not a remote or hybrid position

We are looking for someone who takes pride in being accurate, dependable and professional, and who enjoys working as part of a client-focused financial-services team. Pay: $49,000.00-$55,000.00 per year

Benefits

- Company events
- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Work Location: In person

📌 Administrative Assistant – Financial Services (Winnipeg)
🏢 Gamble Advisory Services
📍 Winnipeg