Client Service Administrator

Client Service Administrator

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Winnipeg, Manitoba

Office Professionals




Join a top employer and advance your career. Stacey Danley, Senior Partner with Aplin, is currently recruiting on behalf of a growing wealth management firm. Located on the west-side of Winnipeg, this is an ideal opportunity to work with an accomplished administrative team.

Benefits and Perks
  • A highly competitive starting salary
  • 4 weeks of vacation
  • Group benefits and RSP matching
  • Paid parking
  • Education support and professional development opportunities
  • Work-from-home options one day per week.
  • Preparation and follow-up on new client account documentation
  • Corresponding with clients
  • Processing of deposits, withdrawals, and asset transfers
  • Fielding calls from advisors
  • Account reconciliations and troubleshooting
  • Maintenance of client databases and spreadsheets
  • Scheduling and confirming meetings, arranging travel, and assisting with events
  • 2+ years of related work experience with an investment counselling firm or broker, portfolio manager, or financial planning organization
  • Strong understanding of investment operations, account types, and transaction processing
  • Completion of the CSC or IFIC would be an asset but is not required.
  • Proficiency with technology
  • Excellent verbal and written communication skills
  • ability to analyze, investigate, and problem-solve as needed
  • ability to meet deadlines without compromising accuracy and attention to detail
  • Looking for an ambitious self-starter who is eager to grow their career in the industry

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