Administrative Assistant - Financial Services

IA Private Wealth/WealthCare Financial Services Winnipeg, MB Monday-Friday | 6 hours per day

Salary : $35,000-$40,000 annually to start

About the Role

We are looking for a reliable, detail-oriented Administrative Assistant to support a growing financial advisory practice. This role is ideal for someone who is organized, comfortable working with multiple systems, and enjoys supporting advisors and clients in a professional office environment.

You will be responsible for day-to-day administrative tasks related to insurance, investment paperwork, client service, and office operations.

Key Responsibilities Insurance & Investment Administration

- Follow up on transaction confirmations
- Track and follow up on underwriting requirements
- Review iA Financial Group Advisor Centre daily for important advisor notifications

Client Account Maintenance

- Banking Changes
- Access carrier portals to determine required change procedures
- Prepare and send documents for electronic (DocuSign) or wet signatures
- Submit completed documents via carrier-specific methods (portal, fax, etc.)
- Follow up to confirm changes have been completed successfully
- Beneficiary Changes
- Access appropriate carrier portals
- Prepare and send required documents for signature
- Submit completed documents and follow up for confirmation
- Address Changes
- Update client information through carrier portals where permitted
- Prepare documentation for signatures when required
- Follow up to ensure updates are processed

Client Communication





- Prepare and send client correspondence, including letters and required forms
- Maintain a professional and friendly tone in all client interactions

CRM, Outlook & Document Management

- Maintain and update CRM and Outlook systems
- Update client profiles and contact information
- Upload and organize signed client documents
- Assist with assessing CRM functionality and suggesting improvements based on advisor needs

Office Administration

- Monitor incoming and outgoing mail daily
- Coordinate FedEx pickups and drop-offs
- Drop off outgoing mail to Canada Post
- Answer main phone lines using an approved greeting and direct calls appropriately
- Maintain record keeping and physical filing
- Create and label physical client files
- File documents in correct alphabetical order

What We’re Looking For

- Strong organizational and time-management skills
- High attention to detail and accuracy
- Comfortable working with multiple online portals and systems
- Ability to follow processes while managing multiple tasks
- Self-motivated and dependable
- Experience in financial services, insurance, or administrative roles is an asset (but not required)

What We Offer

- Stable, Monday-Friday schedule (no evenings or weekends)
- Supportive, professional work workplace
- Training provided for industry-specific systems and processes
- Opportunity to grow with a busy and expanding financial services practice

Pay: $35,000.00-$40,000.00 per year

Benefits :

- Company events
- On-site parking
- Paid time off

Work Location: In person

📌 Administrative Assistant (Winnipeg)
🏢 iA Private Wealth
📍 Winnipeg