We are seeking a professional, detail-oriented, and client-focused Administrative Assistant to join our growing private wealth management team.Key Responsibilities
Administrative & Investment Support
Open recent investment accounts and prepare all required documentationProcess account updates, transfers, and maintenance requestsEnsure all documentation is complete, accurate, and compliantMaintain client records and filesMinimum 2 years of experience in the financial services industryExperience in opening investment accounts is essentialCanadian Securities Course (CSC) Parts I & II completed or in progress preferredExperience with Dataphile is strongly preferredStrong understanding of investment administration and client documentationExceptional attention to detail and organizational skillsExcellent verbal and written communication skillsProfessional, polished,



and client-focused demeanorProficiency with Microsoft Office applicationsWhat We Offer
Competitive compensation packageProfessional and collaborative team environmentOpportunity to work within a successful private wealth management practiceOngoing learning and professional development opportunitiesIf you are passionate about client service and have experience supporting investment advisors and opening client accounts, we would welcome the opportunity to speak with you.Please submit your resume in confidence.Pay: $65,000.00-$90,000.00 per yearBenefits
Dental careExtended health careLife insuranceIn office parkingPaid time offVision careApplication question(s)
Do you have your CSC 1 & 2 certification?Experience
Dataphile: 1 year (preferred)Work Location
In person

📌 Licensed Administrative Assistant (Winnipeg)
🏢 Rosen Group Private Wealth Management
📍 Winnipeg