Financial Administrative Assistant
Full-time
Staffmax Staffing & Recruiting
Position Title: Financial Administrative Assistant
Location: Winnipeg (Central)
Functional Area: Administration – Financial Services Coordinator
Pay: 50-55k
About the Opportunity
Our client in Winnipeg is seeking a Financial Administrative Assistant (Financial Services Coordinator) to join their team. This is a great entry-level opportunity within the financial services sector, supporting advisors in delivering an excellent client experience.
The ideal candidate is organized, proactive, and eager to build a long-term career in a professional, client-focused environment that supports growth and development.
Position Overview
As a Financial Services Coordinator, you will support financial advisors and assist in daily administrative and client service operations. This role is highly interactive and requires strong attention to detail, communication skills, and the ability to manage multiple priorities in a fast-paced setting.
Key Responsibilities
- Respond to client inquiries via phone and email in a professional and timely manner
- Prepare, update, and maintain weekly, monthly, and ad-hoc reports
- Ensure CRM systems and client records are accurate and up to date
- Assist in scheduling and coordinating client meetings, including documentation and follow-ups
- Support processing of investment and insurance-related paperwork while ensuring compliance standards are met
- Perform general administrative duties including filing, scanning, and maintaining client marketing lists
Requirements & Attributes
- Strong customer service experience required
- Excellent communication skills (written and verbal)
- Strong organizational and time-management abilities
- Proficient in Microsoft Office Suite
- Self-motivated and able to manage multiple priorities independently
- Experience in banking, credit unions, or insurance considered an asset
- Post-secondary education (college/university) or equivalent experience preferred
- Mutual fund license is an asset
Working Conditions
- Office-based role in Winnipeg (Central)
- Standard weekday hours (day shift)
Benefits
- Training and development opportunities
- Group health and dental benefits
- Group RSP matching program
- Supportive, growth-focused environment
Ideal Candidate Fit
This role is best suited for someone looking for stability and growth within the financial services sector, particularly candidates with exposure to banking, credit unions, or client service environments.
Vacancy posted 5 hours ago
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