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Express Employment Professionals, on behalf of our client, is in search for Saskatoon's Best Independent Financial Services Executive Assistant.
Based in Saskatoon, but with offices across Saskatchewan, our client is highly respected, and has an excellent reputation for exceptional service, knowledge and support. They are looking for an Executive Assistant with equal reputation and qualities to complement their team.
This position will be vacant and available April 1, 2021 due to a Maternity Leave. The intention is that the successful candidate will continue in a permanent capacity, even after completion of the maternity leave, as the organization continues to grow.
The Role Description:
Provide Financial Planning Support to Senior Financial Planning Team
Support investment professionals to cultivate client relationships, prepare financial plans and check their accuracy, respond to client queries regarding investments and everyday financial needs.
Insurance Administration
Working with team to gather information from clients, maintain insurance records, prepare documentation, and handle client correspondence.
Office Management
Smooth running and organization of the office on a day-to-day basis. Manage team of administrative support staff. Creating office budgets, liaising with staff, suppliers, and clients.
Qualifications:
Attention to detail and problem-solving skills. Being the best EA, means ensuring the work is done accurately and properly.
Mutual Fund Licensed (preferred) and/or over 3- 5 years experience within the mutual fund industry
MFDA designation is a huge asset
Life Licensed not required however experience within the insurance industry preferred. 3-5 years preferred
LLQP designation is a huge asset
Strong written and verbal communication skills
Proficient with Microsoft Office
For a full job description, please visit our website at www.expresspros.com/saskatoonsk
We adhere to COVID-19 protocols
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
Work Conditions and Physical Capabilities
- Fast-paced environment
- Tight deadlines
- Attention to detail
Security and Safety
- Bondable
Business Equipment and Computer Applications
- Windows
- Word processing software
- Spreadsheet software
- Electronic Mail
- Electronic scheduler
- Database software
- Presentation software
- General office equipment
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