Financial Administrative Assistant
Functional Area: Administration – Financial Services Coordinator
Our client in Winnipeg is seeking a Financial Administrative Assistant (Financial Services Coordinator) to join their team. This is a excellent entry-level opportunity within the financial services sector, supporting advisors in delivering an excellent client experience.
The ideal candidate is organized, proactive, and eager to build a long-term career in a professional, client-focused environment that supports growth and development.
As a Financial Services Coordinator, you will support financial advisors and assist in daily administrative and client service operations. Respond to client inquiries via phone and email in a professional and timely manner

Ensure CRM systems and client records are accurate and up to date

Assist in scheduling and coordinating client meetings, including documentation and follow-ups





Support processing of investment and insurance-related paperwork while ensuring compliance standards are met

Perform general administrative duties including filing, scanning, and maintaining client marketing lists

Strong customer service experience required

Proficient in Microsoft Office Suite

Experience in banking, credit unions, or insurance considered an asset

Post-secondary education (college/university) or equivalent experience preferred

Mutual fund license is an asset

Office-based role in Winnipeg (Central)

Standard weekday hours (day shift)

Training and development opportunities

Group health and dental benefits

This role is best suited for someone looking for stability and growth within the financial services sector, particularly candidates with exposure to banking, credit unions, or client service environments.

📌 Administrative Assistant and Finance Support (Winnipeg)
🏢 Staffmax Staffing & Recruiting
📍 Winnipeg