Administrative Assistant

David Aplin Job Details

Administrative Assistant

Winnipeg, MB

Permanent

Posted Date: 12/04/2022

Job ID: 9S560009412

Office Professionals

Stacey Danley at the David Aplin Group has partnered with a growing Winnipeg-based financial services firm on the hunt for a talented administrative professional. If you love helping clients and take pride in the accurate administration of documents, this is the role for you!

Perks & Benefits:
  • Competitive starting salary
  • Comprehensive benefits
  • Convenient location on the south-side of Winnipeg
  • Free parking
  • Small office environment 
  • Opportunity for professional development and learning

Responsibilities:

  • Scheduling appointments with clients and managing Advisor schedules
  • Tracking important deliverables for client policies and investments
  • Preparing client paperwork and documentation
  • Tracking and managing the insurance underwriting process
  • Tracking the investment documentation process
  • Developing and maintaining manual and computerized client files
  • Database maintenance
  • Preparation of presentations
  • Compiling weekly and monthly sales and commission reports
  • Organizing marketing initiatives

Qualifications:
  • Excellent organization and time management skills
  • A high degree of business professionalism
  • Excellent written and verbal communication skills
  • Experience in the Financial Services and/or Insurance Industry is considered an asset but not required
  • Excellent customer service skills
  • Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook)
  • Proficient at data entry with keen attention to detail
  • Ability to perform individually and as a team member

Job ID: 9S560009412

If you are interested in this position and meet the qualifications, apply today! We thank all applicants; however, only those who are authorized to work in Canada or are selected for an interview will be contacted.

David Aplin Group, one of Canada’s Best Managed Companies, is an employment agency specializing in finding top talent for exceptional organizations across North America. There are no fees to apply to our jobs or engage with our recruiters to find a new career. Companies hire us to help them grow their teams. Visit our website to learn more: www.aplin.com

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