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 robust 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
- Strong attention to detail and accuracy in tasks

Your adaptability and professionalism will enhance our team's effectiveness in client service. #J-18808-Ljbffr

📌 Administrative Support in Investment Sector (Canada)
🏢 Heidi Headhunting
📍 Canada