Career Opportunities
Financial Assistant
Moncton, NB
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)
Do you have a passion for teaching English to international students? Help us deliver top-quality online and in-person courses designed to introduce students to the marvels of Atlantic Canada.
Our client, Atlantic Canada Language Academy, is a privately owned language school located in Lunenburg, NS and is currently seeking qualified, experienced ESL/EAL teacher. The successful candidates will work alongside our existing team to provide an immersive language experience that follows the ethos of the school – “Study. Work. Live. in Atlantic Canada.
ESL/EAL Teacher, Lunenburg NS
Finding your dream job or jumpstarting your new careers just got easier! Check out these opportunities with R&R Solution’s great clients. We work with companies and organizations that offer a great work environment, growth and training. We are proud to represent these companies in finding the right people to join their teams.
Please send your resume and cover letter to:
Careers@rnrsolution.com
Client and Candidate Careers Testimonials
I have had the wonderful opportunity to work with Michelle Alcorn of R&R Solution on several occasions since 2012. She was highly recommended as a career consultant by an industry peer and that recommendation was very well placed. Our organization has benefited from Michelle’s candid and professional assessment and feedback and she continues to be a tremendous resource person for our succession strategy.
We have worked with Michelle and R&R since 2013. She adds value to our organization through a combination of training, development, and coaching for our leadership team and front line staff. She delivers the training and support that MCW Maricor needs, customized to our company and industry; supporting our 4 offices in Atlantic Canada. Michelle brings positive energy, a straightforward approach and good solutions.
I first met Michelle when I was just out of college and entering the workforce. I had applied for a position that she was helping an employer to fill. My first contact with her was by telephone to discuss my qualifications for the position. I was very excited to speak with her and we had a great conversation. She was so friendly and professional. I met her in person a short time later, during my interview, and was immediately intrigued by her upbeat, positive personality. She seemed very passionate about her role. I was thrilled to hear I got the position and have now been here for over four years. Michelle continues to play a supportive role in my career and is always available to offer advice and guidance whenever I need her.