ADMIN ASSISTANT
We are a financial advisory firm seeking a highly motivated and organized individual to join our team as an Administrative Assistant. Primary responsibilities include day-to-day administration while providing exceptional client service. The ideal candidate will have a passion for the financial industry and a desire to assist our clients in achieving their financial goals.

Responsibilities:

• Assisting with client communication and relationship management.
• Handling client requests and general account administration.
• Assisting the advisory team in preparing for client meetings, including scheduling appointments.
• Maintaining client account information and files.
• Adhere to strict compliance, privacy and confidentiality requirements.
• Performing various administrative tasks as needed.

Qualifications:

• Minimum 5 years of relevant administrative work experience required.
• Related financial services experience considered an asset.
• Education in finance, insurance, or related field considered an asset.
• Strong organizational and time-management skills.
• Excellent communication (written and verbal) and interpersonal skills.
• Ability to work well under pressure and multitask.
• Proficiency in Microsoft Office Suite.
• Strong attention to detail and ability to work independently.
• Strong interpersonal and emotional intelligence skills.
• Willing to undergo a background check.

Compensation package includes benefits, pension and health/wellness days.
Job Type: Full-time or Part-time
Schedule: Monday to Friday
Work Location: Altona

We thank all applicants for their interest; however only candidates selected for an interview will be contacted.

Job Types: Full-time, Part-time

Benefits:

• Dental care
• Extended health care
• On-site parking
• Paid time off
• RRSP match

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• ALTONA, MB: reliably commute or plan to relocate before starting work (required)

Education:

• Secondary School (preferred)

Experience:

• Administrative experience (preferred)
• Front desk (preferred)

Work Location: One location

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