Moose Jaw, Sk Administrative assistant investment services Jobs – 2 Openings This Week

Administrative Assistant-Investment Services
Blue Whale Financial Solutions Inc. —Moose Jaw, SK
- $40,000–$60,000 a year
- Full-time
- Salesforce
- Microsoft Office
- Databases
- Disability insurance
- Dental care
Quick apply

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Administrative Assistant-Investment Services

Blue Whale Financial Solutions Inc.
Moose Jaw, SK

Quick apply

Job details

Full-time

Benefits

Extended health care
RRSP match
Disability insurance
Dental care
Paid time off
Company events
Employee assistance program
Vision care
Life insurance
On-site parking

Skills

Investment
Salesforce Platform
Salesforce
Post-secondary education
Administrative support experience
Filing
Microsoft Office
Databases
Administrative experience
Bachelor's
Customer service orientation
Front desk
Cleaning
Financial services
CSC
Communication skills
Client interaction

Full job description

Who we are

Blue Whale Financial is a company and a destination that helps people with their financial planning needs. The team is looking for an administration professional who would appreciate an opportunity for growth. This role is in our Moose Jaw location.

We are a friendly, grateful, understanding team of people who offer a family-oriented culture and open door policy (when you need help we are here for you). We provide a group benefits plan and RRSP matching after 3 months of service.

Who you are

You enjoy providing both administrative assistance to a team and uncompromising service to clients. You are great at organizing and prioritizing workload, as well as ensuring client satisfaction by providing quick and efficient responses to their needs. Note that this is an in-office position 5 days per week. As a successful candidate for this career, you will have:

3+ years of working as an Administrative Assistant in an office
2+ years of financial services and/or banking experience
Openness to obtaining a mutual funds registration (IFIC or CSC) in the future
Post-Secondary education
Desire to grow
Excellent verbal and written communication skills
Attention to detail in everything
Advanced knowledge of technology, tools and software – including Microsoft Office Suite and CRM databases (we use Salesforce)
Ability to work well independently but also be a strong results-oriented team player
Ability to adapt to changes

What you will do

Provide exceptional day to day support to clients and advisors, solving problems and communicating with clients as to where they are in the service process.
Process investment transactions and follow-up on outstanding requirements with clients, advisors, dealer and external venders.
Pre-client meeting preparation including gathering investment/insurance summaries and financial information for client meetings/reviews; create the client meeting agenda; prepare and distribute supporting information for scheduled meetings.
Post-client meeting follow-up including reviewing meeting notes with the Advisor(s) as they pertain to investments and executing applicable actions; make sure tasks and notes are being updated and completed in a timely manner.
Keep the CRM (Salesforce) up to date with meeting notes, phone conversations etc.
Handle administration such as address and bank account changes, filing and scanning.
Provide reception services such as greeting clients upon arrival, answering phones and e-mails, sending faxes, preparing deliveries as well as general office cleaning. (Back-up only)
Support other team members by pitching in where/when needed.

Compensation

The annual salary for this role will be between $40,000 and $60,000 depending on experience and licensing.

Next Step
Please respond with a cover letter expressing your interest in joining this team. Note that Kim Poulin of The Personal Coach, is assisting us with this hire.

Job Type: Full-time

Pay: $40,000.00-$60,000.00 per year

Benefits:

Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match
Vision care

Application question(s):

Can you reliably commute to the office 5 days per week?
Do you require sponsorship at any time in the future to work in Canada?
How many years have you worked as an Administrative Assistant?

Education:

Bachelor's Degree (preferred)

Experience:

Investment, Life Insurance or banking: 2 years (preferred)

Licence/Certification:

CSC or IFIC (preferred)

Work Location: In person

Quick apply

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