About the Role

Winvest Financial is seeking an organized, detail-oriented Client Service Specialist to support client service and the day-to-day administration of its financial advisory team. This role combines client communication, appointment and travel coordination, document management, and account follow-up. The successful candidate will help keep client requests moving, maintain accurate records, and provide professional, responsive administrative support.

Key Responsibilities

- Serve as a point of contact for clients, answer incoming calls, manage email correspondence, and direct inquiries to the appropriate team member.

- Book and confirm client appointments, manage advisor calendars, coordinate meetings, and prepare meeting materials and follow-up reminders.

- Arrange business travel, including flights, accommodations, transportation, and itineraries; assist with expense documentation.

- Coordinate client onboarding by collecting required information, preparing administrative forms, checking documents for completeness, and tracking outstanding items.

- Follow up on account openings, transfers, insurance applications, policy changes, and other service requests with clients, advisors, and service providers.

- Maintain accurate client information, contact notes, task lists, and service records in the client relationship management system.

- File, scan, save, and organize electronic and physical records, using consistent naming conventions and secure document handling practices.

- Prepare correspondence, routine reports, spreadsheets,



and client service documents; proofread for accuracy and completeness.

- Track deadlines and outstanding requests, provide status updates, and escalate delays or issues to the appropriate advisor or team member.

- Support office operations, including incoming and outgoing mail, courier arrangements, supplies, and coordination with vendors.

- Handle confidential client information with discretion and follow company procedures for privacy, record retention, and document processing.

- Identify opportunities to improve administrative workflows and assist with other duties that support client service and team operations.

Required Qualifications

- Previous experience in administration, office coordination, client service, or a similar support role.

- Strong organizational skills and the ability to manage appointments, competing priorities, and follow-up deadlines.

- Skilled telephone manner and clear written communication, with attention to spelling, grammar, and tone.

- Accurate data entry, document preparation, and filing skills, with consistent attention to detail.

- Sound judgment when handling sensitive information and a commitment to confidentiality.

- Comfort learning office software and new systems,



working independently, and collaborating with a team.

- A dependable, proactive approach to resolving routine administrative issues and keeping clients informed.

Preferred Qualifications

- Administrative experience in insurance, financial advisory services, wealth management, or another financial services setting.

- Experience using Salesforce to maintain client records, track activities, and manage follow-up tasks.

- Experience using Microsoft SharePoint to organize, save, retrieve, and share documents.

- Proficiency in Microsoft Word and Excel, including document formatting, spreadsheets, sorting, filtering, and basic formulas.

- Experience using Microsoft Outlook, Teams, and other Microsoft 365 applications.

- Familiarity with client onboarding, account administration, insurance documentation, and communication with financial institutions or insurance providers.

- Post-secondary education in office administration, business administration, or a related field is an asset.

Pay: $35,000.00-$55,000.00 per year

Benefits

- Casual dress

- Dental care

- Employee assistance program

- Extended health care

- Life insurance

- On-site parking

- Paid time off

- RRSP match

Ability to commute/relocate

- Winnipeg, MB R3P 2P2: reliably commute or plan to relocate before starting work (preferred)

Education

- Secondary School (required)

Experience

- Administration: 3 years (preferred)

Language

- English (required)

Work Location: In person

📌 Client Service Specialist (Winnipeg)
🏢 Winvest Financial
📍 Winnipeg