Administrative Assistant Team Lead - Mutual Funds

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  • Winnipeg, MB
  • Permanent
  • Temps-plein
  • Il y a 1 mois
Administrative Assistant Team Lead - Mutual Funds
Winnipeg, ManitobaThe Wealth Planning Group Inc. (WPG) is seeking an organized and detail-oriented Administrator to support their Wealth Planning Division, focused on individual investments and insurance.The successful candidate will provide administrative support for investment transactions, policy servicing, and client communication while working closely with advisors in a collaborative team setting.
As the Administrative Assistant, you will:
  • Process investment and insurance transactions (e.g., RRSP withdrawals, trades, beneficiary changes)
  • Oversee and coordinate the day-to-day activities of the Administrative Assistants, providing guidance, support, and quality oversight to ensure efficient operations and consistent administrative standards across the team.
  • Prepare and submit documentation to carriers within required timelines
  • Send documents via DocuSign and ensure proper client signatures
  • Prepare client files and documentation for meetings
  • Support client servicing through centralized service queue management
  • Document client interactions accurately in Salesforce CRM
  • Handle inbound calls and client inquiries professionally
  • Track and follow up on service requests to completion
  • Assist with year-over-year investment statements and reporting
  • Provide general administrative and clerical support
You and Your Experience:
  • Strong computer skills and fast, accurate typing
  • Excel proficiency (charts, formulas, tracking)
  • Strong PowerPoint and professional email communication skills
  • Ability to multitask and reprioritize in a fast-paced environment
  • High attention to detail and accuracy
  • Strong customer service skills (pleasant, professional phone demeanor)
  • Ability to work independently and collaboratively
  • Post-secondary education is considered an asset
  • Experience in investments, insurance, mutual funds, or securities administration is an asset but not required
Benefits of the organization:
  • Competitive compensation
  • Group benefits
  • Group RRSP with employer matching plan
About Wealth Planning Group:W.P.G. - The Wealth Planning Group Inc. is an independent insurance and investment brokerage firm based in Winnipeg, with additional offices in Brandon, Deloraine, and the Greater Toronto Area. They provide personalized investment and insurance solutions supported by proactive, client-focused service. Working alongside Benefits Planning Group (BPG), they deliver integrated financial and benefits solutions through a collaborative team approach.To submit your candidacy:
Please apply online or email your resume in confidence to Brittney Frias at bfrias@peoplefirsthr.com.We thank all applicants for their interest; only those selected for an interview will be contacted.Privacy Notice:
By applying, you consent to People First HR retaining your resume for up to seven (7) years to consider you for current and future opportunities. If you do not wish for your information to be kept on file, please email bfrias@peoplefirsthr.com.#IND1

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