Financial Assistant

R&R Solution; Moncton; On-site; CAD 48,000 - 55,000; Full time

Job summary

A growing financial services company located in Moncton, Canada is seeking a Financial Assistant. The role involves supporting financial advisors with client service, documentation, and administrative tasks. Candidates should have experience in the financial industry and strong communication skills. Join this dynamic team for a great career opportunity.

Benefits

Competitive compensation

Opportunities for improvement

Qualifications

• Work experience in the financial industry is required.
• Tech savvy with proven ability to maximize MS Office tools.
• Experience in business development preferred.

Responsibilities

• Provide customer service and sales support to financial advisors.
• Support advisors in client communications and documentation.
• Ensure compliance standards are met.

Skills

Customer Service

Sales Support

Data Mining

Team Collaboration

Decision-Making

Bilingual Ability

Tools

MS Office

Job description

Direct message the job poster from R&R Solution

R&R Solution is excited to be recruiting for one of our incredible clients. Located in Moncton, NB this financial services company is a true leader in the sector. It is time to expand their team in person in Moncton NB.

The Financial Assistant is responsible for the daily administrative and client contact operations. This includes working closely with Financial Advisors providing value-added sales support, client service and marketing support to help them grow their business. Insurance and Mutual Fund licensing required to obtain within 6 months.

Accountabilities :

• Provide a high level of customer service and sales support to advisors and management to help them attain their sales goals.
• Involved in advisors sales processes including data mining to help uncover new opportunities.
• Support senior advisor in coordination of schedule, emails, client communication and company growth.
• Follow specific administrative processes & guidelines to ensure deadlines are met.
• Provide professional, knowledgeable sales and service support thus contributing to new sales and conservation of existing business.
• Review new applications and all supporting forms and documentation for accuracy and completeness.
• Communicate with advisors regarding incomplete / missing applications, forms and information requirements. This may involve multiple follow-ups with advisors and requires utmost tact and diplomacy.
• Review / prepare financial (purchases, deposits, switches, transfers, redemptions, etc.) and non-financial (change of beneficiary, banking, address, name, etc.) change request documentation.
• Book client appointments for advisors and prep paperwork in advance for meetings.
• Maintain and ensure compliance standards are met with advisors.

Qualifications and Competencies :

• Work experience in the financial industry is required.
• Tech savvy with the proven ability to maximize the use of MS office tools
• Adaptable to change, with an understanding of the need to quickly change priorities and respond in a positive manner
• Work in a collaborative and effective team environment to set goals, resolve issues and make decisions.
• Decision-maker with the ability to prioritize multiple tasks
• Ability to organize and develop a work schedule; independently monitors progress towards goals, and track details / data / information / activities.
• Experience in business development, market analysis, and strategic planning is a plus.
• Bilingual ability is an asset

Our client is a growing financial services corporation that provides investment, insurance, mortgage and planning services to clients across Canada.

We offer competitive compensation and opportunity for improvement to all team members. If you’d like to join our team submit your information online and introduce yourself.

Job Type : Full-time

Pay : $48,000.00-$55,000.00 per year

Experience :

• Financial Admin. : 2 years (required)
• Life Insurance Licence (preferred) must obtain within 6 months

Seniority level

Seniority level

Entry level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Business Consulting and Services

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Financial Assistant • Moncton, Moncton Parish, Canada