Financial Services Administrator

David Aplin Recruiting; Winnipeg; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A prominent recruitment agency is seeking an experienced Financial Services Administrator in Winnipeg. This full-time role offers a competitive salary and benefits, including hybrid work options. Ideal candidates will have prior experience in the investment sector, strong communication abilities, and technical proficiency with Microsoft Excel. Applicants must be legally entitled to work in Canada.

Benefits

Competitive Salary – Based on experience

Comprehensive Employer-Paid Benefits and RRSP Contributions

Four weeks of paid vacation

Educational Support & Professional Development

Free Parking

Hybrid Work Option – 20% work-from-home

Qualifications

• Previous experience in the investment industry is required (bank, credit union, or investment firm).
• Ability to analyze, investigate, and resolve issues efficiently.
• Must have attention to detail to meet deadlines without compromising accuracy.

Responsibilities

• Prepare and follow up on new client account documentation.
• Correspond with clients regarding their accounts and inquiries.
• Process deposits, withdrawals, and asset transfers.
• Reconcile accounts and troubleshoot discrepancies.
• Maintain client databases and spreadsheets.
• Assist with additional administrative tasks as required.

Skills

Attention to Detail

Strong verbal and written communication skills

Problem-Solving

Proficiency with Microsoft Excel

Education

Related post-secondary education

Job description

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Stacey Danley at Aplin has partnered with our client, a leader in the investment industry, to recruit an experienced Financial Services Administrator. This is an excellent opportunity for a detail-oriented administrative professional who is passionate about the financial industry and thrives in a collaborative team. Please note this is a full-time permanent location based on the west side of Winnipeg.

Benefits and perks:

• Competitive Salary – Based on experience
• Comprehensive Employer-Paid Benefits and RRSP Contributions
• Four weeks of paid vacation
• Educational Support & Professional Development
• Free Parking
• Hybrid Work Option – 20% work-from-home

Responsibilities:

• Prepare and follow up on new client account documentation
• Correspond with clients regarding their accounts and inquiries
• Process deposits, withdrawals, and asset transfers
• Reconcile accounts and troubleshoot discrepancies
• Maintain client databases and spreadsheets
• Assist with additional administrative tasks as required

Qualifications:

• Education – Related post-secondary education
• Experience – Previous experience in the investment industry is required (bank, credit union, or investment firm)
• Technical Skills – Proficiency with Microsoft Excel and other relevant technology
• Communication – Strong verbal and written communication skills
• Problem-Solving – Ability to analyze, investigate, and resolve issues efficiently
• Attention to Detail – Ability to meet deadlines without compromising accuracy
• Asset – Canadian Securities Course

If you are a proactive and detail-oriented professional looking to grow in the financial sector, we’d love to hear from you!

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.