Administrative Assistant

Wchrs; Brandon; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive compensation

Mon-Fri hours

Benefits package

Growth opportunities

Supportive team environment

Job summary

Taylor Jackson Financial Services Inc. in Brandon, Manitoba, is seeking an Administrative Assistant to support a Financial Planner and wealth management team.

You’ll be the friendly first point of contact for clients, keep calendars, prepare meeting rooms, and ensure that meetings and transactions move smoothly from prep to final documentation. The role emphasizes discretion, attention to detail, and the ability to manage multiple tasks across client files, transfers, and compliance paperwork.

Qualifications

• Strong Microsoft Office skills; comfortable working with CRM/database systems and electronic document management systems.
• Exceptional attention to detail, accuracy, and organizational skills.
• Professional telephone and written communication skills.
• Experience in financial services, banking, wealth management, insurance, investment administration is preferred.
• Previous administrative or client-service experience.

Responsibilities

• Act as a professional and welcoming first point of contact for clients, in person and by phone.
• Schedule, confirm, and coordinate client meetings for the Financial Planner, and prepare meeting rooms, materials, and documentation in advance.
• Send meeting confirmations, reminders, and follow-up communications.
• Maintain the Financial Planner's calendar and coordinate appointments.
• Prepare client files, forms, and paperwork for meetings, signatures, and processing.
• Track outstanding tasks and follow-ups and help manage the advisor's workflow by flagging outstanding items.
• Initiate, monitor, and follow up on investment account transfers and other client transactions with financial institutions and investment companies.
• Verify that forms and documentation are complete, accurate, and properly authorized before submission.
• Maintain appropriate records of client communications, instructions, and completed activities, and protect confidential client and financial information.
• Provide general administrative support to the Financial Planner and office as required.

Skills

Strong Microsoft Office skills

Client-service orientation

Organizational skills

Experience in financial services/Weath

Calendar management

Tools

CRM systems

Electronic document management

Job description

Are you a highly organized, detail-oriented professional who thrives on providing exceptional client service? Taylor Jackson Financial Services Inc is looking for an Administrative Assistant to support our Financial Planner and wealth management team.

In this role, you’ll be the friendly first point of contact for our clients, keep our advisor’s day running smoothly, and make sure nothing falls through the cracks from meeting prep to transfers to compliance documentation. If you’re proactive, discreet, and take pride in getting the details right, we’d love to hear from you.

What We Can Offer You

• Competitive wage/salary, based on experience
• Regular Monday-Friday business hours
• Comprehensive employee benefit package
• A supportive, close-knit team environment
• Opportunities for professional growth and development

What You Will Do

• Act as a professional and welcoming first point of contact for clients, in person and by phone.
• Schedule, confirm, and coordinate client meetings for the Financial Planner, and prepare meeting rooms, materials, and documentation in advance.
• Send meeting confirmations, reminders, and follow-up communications.
• Maintain the Financial Planner's calendar and coordinate appointments.
• Prepare client files, forms, and paperwork for meetings, signatures, and processing.
• Track outstanding tasks and follow-ups and help manage the advisor's workflow by flagging outstanding items.
• Initiate, monitor, and follow up on investment account transfers and other client transactions with financial institutions and investment companies.
• Verify that forms and documentation are complete, accurate, and properly authorized before submission.
• Maintain appropriate records of client communications, instructions, and completed activities, and protect confidential client and financial information.
• Provide general administrative support to the Financial Planner and office as required.

What You Will Need

• Previous experience in financial services, banking, wealth management, insurance, investment administration, or a professional office environment is preferred.
• Previous administrative or client-service experience.
• Strong Microsoft Office skills; comfortable working with CRM/database systems and electronic document management systems.
• Financial services licensing or industry experience is an asset but not required.
• Exceptional attention to detail, accuracy, and organizational skills, with the ability to manage multiple priorities and follow through to completion.
• Professional, confident telephone and written communication skills.
• A satisfactory Criminal Record Check will be required as a condition of employment

Why Should You Work For Our Client?

Taylor Jackson Financial Services Inc. is a well-established, locally rooted financial services practice based in Brandon, Manitoba, helping individuals, families, and business owners across Western Manitoba plan for retirement, protect their assets, and reach their financial goals. Backed by Sun Life and led by a team of experienced advisors and Certified Financial Planners, the practice is known for its close ties to the Brandon community and its collaborative, family-oriented team culture. Joining this team means becoming part of a group that genuinely values long-term client relationships and giving back locally.

For more information, visit their website: advisor.sunlife.ca/taylor.jackson.financial