New job Client Service Associate in Manitoba

Client Service Associate

Company : Paul Craft Financial Inc.
Salary : $15 - $25 an hour
Location : Manitoba

Full Description

About us

Paul Craft Financial Inc.

Company description

Paul Craft Financial is a boutique Financial Services firm, specializing in the areas of insurance and financial planning

Job description

As part of a Dynamic Team at our Boutique Financial Firm, you will be responsible for administrative support to our Financial Advisors and client service in areas of insurance and financial planning.

- Client relations: Communication with clients by phone, email and in person

- Assisting with service requests and processing documentation for new and existing clients

- A more comprehensive role description will be provided to those selected for an interview

Education: Post Secondary Education is an Asset
Experience: Previous experience in an office environment, particularly financial services, is an asset
A good sense of humour is an asset

Proficient with Microsoft Office, especially Word, Excel, Outlook. Excellent verbal and written English communication skills. Accuracy & attention to detail. Ability to prioritize tasks and meet deadlines. Ability to work well with others. Demonstrated problem solving skills. Strong interpersonal skills. Must maintain strict confidentiality.

Reference ID: ADMIN 2021

Application deadline: 2021-09-30

Job Types: Full-time, Permanent

Salary: $15.00-$25.00 per hour


  • Company pension
  • Dental care
  • Disability insurance
  • Extended health care
  • Life insurance
  • On-site parking


  • 8 hour shift

COVID-19 considerations:
We follow the public health orders set out by the Manitoba Provincial Government


  • Secondary School (preferred)


  • administrative: 1 year (preferred)

Work remotely:

  • No

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