Junior Investment Support Administration

Job Description

Job title: Junior Investment Support Administration

Company: Spirit Omega

Job description: Junior Investment Support AdministrationFull time Perm opportunity$40,000 to startSaskatoon, SaskatchewanAre you interested in a career with huge growth potential? Working with a fantastic company learning about individual investments? Are you driven and love networking? Our client is looking for a highly organized and motivated Individual to Support their team. If you thrive in a fast-paced, collaborative environment and are passionate about administrative support in the insurance industry, this could be the perfect role for you. You will play a key role in managing client accounts, assisting with documentation, and supporting individual account executives. With a clear path for growth, this position offers opportunities to develop your skills and advance toward becoming licensed in time, specializing in individual investment products.Job Duties and Tasks

• Pre-fill and review individual investment forms to ensure accuracy and completeness of client information.

• Proactively follow up with clients to gather missing documentation and provide updates on account status.

• Collaborate with individual account executives to ensure efficient account management and smooth processing.

• Handle client inquiries related to individual investments and products, both via phone and email.

• Assist in resolving discrepancies in investment accounts and work with clients and account executives to reconcile issues.

• Identify and implement process improvements to streamline documentation and enhance client communication.

Skills

• Detail-oriented with the ability to manage multiple tasks and priorities

• Strong organizational and communication skills

• A natural relationship builder

• Knowledgeable of Indigenous Culture and Communities

• Knowledge in Individual Investment Products is an asset

Qualifications

• You are a team player, client focused and willing to try new things.

• You have experience working with client documentation, data entry, and handling sensitive information with confidentiality.

Other

• Group Benefits and Pension

• Growth and Training

• Education covered for certification

Indigenous candidates preferred**We thank all applicants for applying, however only those considered for an interview will be contacted directly**Spirit Omega is committed to a diverse and inclusive workplace. We welcome applications from anyone, including members of visible minorities, women, Indigenous peoples, persons with disabilities, persons of minority sexual orientations and gender identities, and others with the skills and knowledge to productively engage with diverse communities.Looking for more opportunities? Check out our website at www.spiritomega.org#INDSPO

Location: Saskatoon, SK

Job date: Fri, 20 Dec 2024 23:10:18 GMT