Wealth Focused Administrative Assistant – Financial Services - Jobs in Regina, Saskatchewan, S4V 3A4

Job Description

MKS Financial Services, located in Regina, Saskatchewan, is known for helping protect the financial well-being of families, businesses, and employees. We are looking to add one (1) administrative professional to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. We are looking for someone proactive and detail-oriented with great communication skills and a drive for delivering an exceptional client experience. As a member of the team, you will need to have strong relationship-building skills, and a drive for continual improvement for yourself and client services.The key responsibilities for this role includeAdministrative Duties:Assist with paperwork in the following areas: Life Insurance, Investments, and Group Insurance and BenefitsAssist with mutual fund processing and follow upAssist with insurance application processing and follow upMaintain a record of client interactions via CRMPerform all general office duties such as mail, scanning, filing, supply maintenance, and computer updatesPrepare monthly reportsOther duties as assignedClient Services:Keep the client up to date during the application process and follow up with the client as neededKeep the CRM up to date with meeting notes, phone conversations, and actions takenComplete beneficiary changes, policy changes, redemptions, deposits, etc.Professionally respondamp; assist clients who inquire via phone call and/or e-mailBook and/or confirm client appointments, send appointment reminders, and prepare client files for meetingsEngage in projects to enhance client experiences such as event planningThe ideal candidate:Must have administrative experience in an office environmentPost-secondary education or an equivalent combination of experience and educationPreference will be given to those that hold a mutual fund license or are willing to obtainHave strong project management skills with prioritization and anticipation of needsHave strong verbal and written communication skillsIs patient and composed under pressureHas strong attention to detail, thoroughness, and accuracyBe proficient in Microsoft Office Suite of Tools, Internet usage and a Contact Management SystemHave strong knowledge of technology systems and applications, and a familiarity with social mediaKnowledge of segregated funds/mutual funds, insurance, employee benefits would be an assetIdeally have experience in Financial Services, but lack thereof can be overcome with a strong willingness to learn and developSalary is $45,000 - $50,000/yr, but is negotiable based on experience. If you are interested in becoming an Administrative Assistant at MKS Financial Services, please apply with a cover letter and resume by January 31, 2025. We look forward to working with you!We thank all applicants for their interest in this opportunity; however, only those selected for an interview will be contacted.Job Types: Full-time, PermanentPay: $45,000.00-$50,000.00 per yearStart date: ASAPAdditional pay:

• Bonus pay

Benefits:

• Company events
• Dental care
• Life insurance
• On-site parking
• Paid time off

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Application question(s):

• When are you available to start work

Education:

• Secondary School (required)

Experience:

• Administrative: 1 year (required)

License /Certification:

• mutual fund license or are willing to obtain one (preferred)
• CSC Canadian Security Course or;
• IFIC Investment Funds in Canada

Work Location: In person