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Overall Description of the Role
The Operations Team Member is a key role that is responsible for client service, processing financial transactions, providing administrative support and helping to create an efficient, effective and enjoyable environment. Operations Team Members take an active role in supporting the financial advisors and serving clients directly.
The successful candidate will demonstrate the following:
A high ability to handle multiple priorities of concurrent tasks/projects
Excellent communication skills with the owner, financial advisors, team members, clients and key suppliers/carriers
Exceptional organizational and prioritization skills
A high degree of accuracy, attention to detail and the ability to process and act on information quickly
Proven ability to meet deadlines
Self-motivated and confident to take the initiative and carry out duties with minimal supervision
Excellent ability using software applications (including Office products, project management tools and CRM applications)
We suspect that an individual already working in the financial services industry or who has had experience as a legal secretary may be especially suited to this role, but this is not a requirement.
McGregor Financial is a privately owned, financial advisory firm that has been serving families and businesses for decades. This very active firm is based in Saskatoon and is in active growth mode.
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
- Significant use of memory
Specific Skills
- Store, update and retrieve financial data
- Provide information to clients
- Promote financial products and services
- Prepare customer statements
Work Setting
- Insurance
- Financial services
Work Conditions and Physical Capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Repetitive tasks
Business Equipment and Computer Applications
- Windows
- Word processing software
- Spreadsheet software
- General office equipment
- Internet browser
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