Financial Assistant

R&R Solution is proud to recruit for one of our outstanding clients!
Located in Moncton, NB, this leading financial services company is expanding its in-person team. They are seeking a Financial Assistant to support their growing business.The Financial Assistant is responsible for daily administrative tasks and client-facing operations, working closely with Financial Advisors to provide value-added sales support, client service, and marketing assistance. Candidates must obtain Insurance and Mutual Fund licensing within six months.Key Responsibilities:

• Deliver exceptional customer service and sales support to advisors and management to help achieve sales goals.
• Support advisors in the sales process, including data mining to identify new opportunities.
• Assist senior advisors with scheduling, email correspondence, client communication, and business growth initiatives.
• Follow administrative processes and guidelines to ensure deadlines are met.
• Provide knowledgeable sales and service support to drive new business and retain existing clients.
• Review applications and supporting documentation for accuracy and completeness.
• Communicate with advisors regarding incomplete or missing applications, requiring tact and diplomacy through multiple follow-ups.
• Prepare and review financial (purchases, deposits, switches, transfers, redemptions) and non-financial (beneficiary changes, banking, address, name updates) request documentation.
• Schedule client appointments for advisors and prepare paperwork for meetings in advance.
• Maintain compliance standards in collaboration with advisors.

Qualifications and Competencies:

• Previous experience in the financial industry is required.
• Tech-savvy with strong proficiency in MS Office tools.
• Adaptable to change and able to quickly adjust priorities in a positive manner.
• Strong team player, capable of collaborating effectively to set goals, resolve issues, and make decisions.
• Able to prioritize multiple tasks and manage competing deadlines.
• Strong organizational skills with the ability to monitor progress and track details independently.
• Experience in business development, market analysis, and strategic planning is an asset.
• Bilingual ability is a plus.

About the Company: Our client is a growing financial services corporation providing investment, insurance, mortgage, and planning services to clients across Canada.What We Offer:

• Competitive compensation
• Opportunities for career growth and skill development
• Collaborative and supportive team environment

Job Details:

• Job Type: Full-time
• Salary: $48,000 – $55,000 per year
• Experience Required:
• Financial Administration: 2 years (required)
• Life Insurance License (preferred, must obtain within 6 months)

If you’re ready to join a dynamic team and grow your career in financial services, submit your application online and introduce yourself today!