Join minds a free decentralized social media. Make free money

New Job Administrative Assistant (Ft) In Saskatchewan

Administrative Assistant (ft)
Administrative Assistant (ft)

Administrative Assistant (ft)

Company : Independent Financial Services
Salary : Details not provided
Location : Saskatchewan

Full Description

Independent Financial Services with iA Private Wealth (Saskatoon) - Administrative Assistant (Finance)

Company Profile

  • Independent Financial Services with iA Private Wealth is a full-service financial consulting office that specializes in the areas of Investment, Retirement, Succession and Estate Planning as they relate to Individuals, Farms and/or Small to Medium sized Businesses.
  • Our Services extend as well, into the areas of Personal and Business Insurance, Other Risk Management Products, Employee Benefit Programs and Individual or Grouped Pensions.
  • Large enough to offer broad and comprehensive product access as well as serve a large geographical area (with over 20 Licensed Associates as part of our Team) we remain small enough to offer truly personalized service and continue to build on our 30+ year history of integrity, service and a commitment to excellence in all that we do.

Responsibilities

  • Preparing all documents related to client account opening/updating
  • Preparing all files for client meetings
  • Processing and tracking all transactions relating to client investment and insurance accounts
  • Preparing investment summaries
  • Booking client appointments – daily scheduling and confirmation phone calls
  • Booking out of town travel – client meetings and hotels
  • Ensuring all processing deadlines are met and processed with a high level of accuracy
  • Track term insurance renewals
  • Responding promptly and courteously to inquiries from clients pertaining to their investment accounts
  • Mail, answering phone calls and emails, filing and other admin tasks as assigned

Requirements

  • Work experience as an Office Assistant or a similar role
  • Previous experience within a financial investment firm would be considered an asset
  • Having obtained licensing or having passed the Canadian Securities Course (CSC), Investment Funds Institute Course (IFIC) and/or Life Insurance license, would be considered an asset
  • Willing to expand role and obtain licensing would be considered an asset
  • Excellent communication and problem-solving skills
  • Strong administrative skills and attention to detail
  • Proficient with Microsoft Office products
  • Ability to prioritize tasks involving clients’ accounts, inquiries, and office operations
  • Ability to work independently, as well as in a team setting
  • Highly organized with strong organizational and time-management skills
  • Excellent telephone etiquette
  • Ability to follow company policies
  • Background check

Job Information

  • Reporting to an Investment Advisor
  • Monday – Friday, 8:30AM – 4:30PM in the office
  • Health and Dental benefits
  • Education and Training benefits
  • Bonus Packages

Job Type: Full-time

Flexible Language Requirement:

  • French not required

Schedule:

  • 8 hour shift

Application deadline: 2022-09-20