Financial Administrative Assistant

Staffmax is assisting our long-term, amazing wealth management client in finding the perfect complement to their team.

Banking background, with a Mutual Fund experience is a strong asset.

If you are someone who enjoys organization, client interaction, and contributing to a professional team environment, this opportunity may be the perfect place to build your career in financial services.

As a Financial Services Advisor Assistant, you will support advisors while helping ensure clients receive attentive, responsive, and well-organized service. This role provides exposure to many aspects of a financial practice, including client communication, reporting, transaction coordination, and marketing support.

It is a great entry point for someone who wants to learn the industry while working closely with experienced professionals.

This position plays an important role in keeping daily operations running smoothly and ensuring every client interaction reflects a high level of professionalism. The work is varied, fast-paced, and rewarding, offering the chance to develop valuable skills while contributing to a collaborative and supportive team.

Pay and Benefits

• Depending on experience, minimum wage is up to $50k, higher pay if you have a financial banking background.
• Personalized training and development opportunities.
• Group Health and Dental Benefits
• Group RSP matching program 4% after 1 year.
• An entrepreneurial environment fostering growth.
• Free parking
• Reason for hiring - growth
• Located Downtown Winnipeg, bus route walking distance to Main St and Canada Life Centre

Core Responsibilities

• Respond to client inquiries by phone and email, providing timely, professional assistance and ensuring a positive client experience
• Maintain and update client information within the CRM system to ensure records are accurate and well organized
• Produce regular business reports, including weekly and monthly updates, along with additional reports as needed to support advisors
• Assist advisors with the planning and coordination of client meetings, including preparing materials, organizing documentation, and arranging follow-up communication
• Process investment transactions and assist with documentation related to new insurance business while maintaining regulatory and compliance standards
• Support marketing initiatives by organizing and maintaining client communication lists and assisting with outreach efforts
• Help maintain organized digital records through document scanning, electronic filing, and general office coordination tasks

What Makes You Successful in This Role

• A motivated self-starter who can take initiative and manage responsibilities independently
• The ability to remain organized while balancing multiple tasks and deadlines
• Strong interpersonal skills with a friendly, professional approach to client and team communication
• Attention to detail and the ability to maintain accuracy in documentation and reporting
• Clear written and verbal communication skills in English

Qualifications

• Previous exposure in the financial services/banking industry - Mutual fund exprience a strong asset
• Customer service experience with a strong focus on professionalism and responsiveness
• Comfortable working with Microsoft Office applications and basic business software
• A college diploma, university degree, or comparable experience in a related field

Work Environment

• Professional office setting with a collaborative team atmosphere
• On-site daily in office role full time permanent
• Winner of one of Canada’s Top Employers