Administrative Assistant - Financial Services

Winnipeg

Permanent

  • Office Professionals
  • Job Code: 9S651825911
  • Posted: November 06, 2018
David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client to recruit an Administrative Assistant based in Winnipeg. Our client has been providing financial planning solutions for decades. This is an ideal opportunity for a customer-service driven individual to take their career to the next level.

The Administrative Assistant will be responsible for providing support for administration and management of client account information and transaction flow. This position provides the opportunity to work in a dynamic and team-orientated environment with exposure to a variety of situations.
 
The Role: 
  • Providing Preparation and follow up on new client account documentation 
  • Processing of client deposits, withdrawals, and asset transfers 
  • Processing insurance applications and policy changes 
  • Acting as a liaison between advisor and client regarding requests and support 
  • Analysis and follow-up of un-reconciled items, ensuring their resolution 
  • Assisting with quarterly billings, statements, and client reporting 
  • Maintenance of client databases and spreadsheets 
  • Communicating with clients and booking meetings
The Ideal Candidate: 
  • 2+ years related work experience in client administration with an investment counsel firm, broker, financial planner or mutual fund company. 
  • Completion of a Business Administration program or related post-secondary education would be an asset 
  • Completion of financial planning courses or a Life license would be an asset but not required
  • Proficiency with technology including Excel and client databases
  • Excellent verbal and written communication skills
  • Proven ability to deliver a high level of customer service 
  • Strong mathematical acumen with an ability to analyze, investigate, and problem solve as needed
  • Ability to meet deadlines without compromising accuracy and attention to detail
Compensation: 
A competitive salary range, group benefits, and free parking 

If you are interested in this position and meet the above criteria, please click the Apply button to send your resume in confidence directly to Stacey Danley, Partner, Office Personnel. Visit our website at www.aplin.com to view our job opportunities, career tips and tools. We thank all applicants; however, only those selected for an interview will be contacted.

WE APPRECIATE YOUR INTEREST IN DAVID APLIN GROUP.

If this is your first introduction to us, we invite you to become one of our satisfied candidates. David Aplin Group has been Canadian owned since 1975. Our professional consultants are passionate about helping you find a fulfilling job or career and ensuring your complete satisfaction with our process. Our proven track record, nearly four decades long, is largely due to our team of highly skilled and successful specialists. Through superior service and a commitment to long-term relationships, we provide deep specialization in core areas for complete recruiting and HR solutions across Canada - all from one source. We look forward to exceeding your expectations!


Learn more about David Aplin Group and view all of our current job opportunities, career tips, and tools at www.aplin.com.




Recruiter:

Profile

Stacey Danley

Office & Legal Professionals / Human Resources

Winnipeg

Partner

  • 204.201.4006
  • sdanley@aplin.com

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