MKS Financial Services, located in Regina, Saskatchewan, is known for helping protect the financial well-being of families, businesses, and employees. We are looking to add one (1) Administrative Assistant to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. We are looking for someone proactive and detail-oriented with great communication skills and a drive for delivering an exceptional client experience. As a member of the team, you will need to have robust relationship-building skills, and a drive for continual improvement for yourself and client services. If you love paper, processes and attention to detail, this is the role for you!

- The administrative assistant is a key member of our team as we seek to help our clients achieve lifetime financial security. You will have three critical areas of focus on my / our team:

- 1. delivering an exceptional client experience for current and potential clients who call or come into our office

- 1. support the team by anticipating needs and taking initiative to enhance processes

- 1. helping to create a smooth, efficient and compliant office

KEY ACCOUNTABILITIES: Appointment making / client follow-up calls

Providing fast, personalized client administrative services

Completing and shepherding paperwork through Head Office as permitted

Managing the administrative side of the advisor's practice conscientiously and reliably to help ensure and maintain compliance

Managing advisor's workflow (preparation for client meetings, follow up, etc.)





Anticipating the needs of the team by maintaining a long term calendar and working proactively to be ahead of the game.

Client management software - utilizing databases to organize and plan marketing activities, client relationships

REQUIRED SKILLS AND COMPETENCIES: Interpersonal & Team Relationship Skills

Strong relationship-building skills - strong communicator, wants to be part of team, willing to receive and provide constructive feedback to make things better

Loyalty to the advisor and the team and clients.

Administrative Skills

Attention to detail, Thoroughness, Accuracy

Strong Priority Setting: Prioritization and anticipation

Strong Keyboarding & Computer skills - is familiar with basic word processing & office systems; is comfortable with computer programs and accessing computer systems

Can use client relationship software such as Salesforce, Outlook, Excel, Word,

Client Service Skills

Pleasant / cheerful / happy - enjoys customer service in a sales environment

Strong verbal and written communication skills

Is patient and composed under pressure

Resilient, able to handle objections and challenges from clients

Personal Reliability

Action Oriented - is proactive, takes initiative, self-starter

Good judgment and common sense

High Integrity and Trustworthy

Dependable and Conscientious

Loyalty

Experience in Financial services is an asset but can be overcome with a strong willingness to learn and develop. Preference to those with either life license or mutual fund license or willingness to pursue licensing.

SALARY

📌 Administrative Assistant (Regina)
🏢 MKS FINANCIAL SERVICES
📍 Regina