Client Service Administrator

Step into a Client Service Administrator role where you’ll serve as a friendly point of contact for clients and provide day-to-day support to advisors across different teams. If you’re an organized, approachable, and service-oriented professional who enjoys keeping things running smoothly, apply with your resume today!

## WHY WORK WITH THIS COMPANY?

A Winnipeg-based financial services organization offering financial planning, investment services, and group benefits. The organization values collaboration, professional development, and employee growth, with a supportive team environment, group benefits, an RRSP plan, and exposure to both financial planning and group benefits.

## YOUR RESPONSIBILITIES

- Manage incoming phone calls, emails and client inquiries, providing professional and timely service
- Schedule and confirm client appointments and meetings
- Prepare client documents, reports, presentations and life insurance quotes in accordance with compliance requirements
- Process, track and follow up on investment trades and insurance paperwork
- Maintain and update client records within the CRM system
- Generate reports and assist with advisor projects and initiatives
- Scan, organize and electronically file documentation
- Assist with social media management, office supplies, mail and general administrative tasks

## WHAT WE’RE LOOKING FOR

- Proficiency in Microsoft Office, particularly Word, Excel and Outlook
- Strong organizational skills with the ability to manage competing priorities and deadlines
- Excellent written and verbal communication skills
- Strong attention to detail and the ability to handle confidential information appropriately
- Willingness and ability to learn new systems and processes
- Post-secondary education in Business Administration, Finance or a related field is preferred
- Previous experience in administration, client service, financial services or insurance is an asset

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