Financial assistant

 

     

    Moncton, NB – location

    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.: 3 years (required)
    • Life Insurance Licence (preferred)

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