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 confidentialityTrack and follow up on investments and client documentsAssist in preparing for advisor meetings and renewalsMaintain organized filing systems for complianceUpdate advisors on essential process changesRequirements:Minimum 2 years of administrative experience in financeKnowledge of financial products and compliance regulationsSuperior communication and organizational abilitiesProficient in MS Office, focusing on Excel and WordStrong attention to detail and accuracy in tasksYour adaptability and professionalism will enhance our team's effectiveness in client service.

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