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<h2>Full job description</h2><h2><strong>R&amp;R Solution is proud to recruit for one of our outstanding clients!</strong></h2><p><br></p><p>Located in&nbsp;<strong>Moncton, NB</strong>, this leading financial services company is expanding its in-person team. They are seeking a&nbsp;<strong>Financial Assistant</strong>&nbsp;to support their growing business.The Financial Assistant is responsible for&nbsp;<strong>daily administrative tasks and client-facing operations</strong>, 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.</p><h3><strong>Key Responsibilities:</strong></h3><p><br></p><ul><li>Deliver exceptional customer service and sales support to advisors and management to help achieve sales goals.</li><li>Support advisors in the sales process, including data mining to identify new opportunities.</li><li>Assist senior advisors with scheduling, email correspondence, client communication, and business growth initiatives.</li><li>Follow administrative processes and guidelines to ensure deadlines are met.</li><li>Provide knowledgeable sales and service support to drive new business and retain existing clients.</li><li>Review applications and supporting documentation for accuracy and completeness.</li><li>Communicate with advisors regarding incomplete or missing applications, requiring tact and diplomacy through multiple follow-ups.</li><li>Prepare and review financial (purchases, deposits, switches, transfers, redemptions) and non-financial (beneficiary changes, banking, address, name updates) request documentation.</li><li>Schedule client appointments for advisors and prepare paperwork for meetings in advance.</li><li>Maintain compliance standards in collaboration with advisors.</li></ul><h3><strong>Qualifications and Competencies:</strong></h3><p><br></p><ul><li>Previous experience in the financial industry is required.</li><li>Tech-savvy with strong proficiency in MS Office tools.</li><li>Adaptable to change and able to quickly adjust priorities in a positive manner.</li><li>Strong team player, capable of collaborating effectively to set goals, resolve issues, and make decisions.</li><li>Able to prioritize multiple tasks and manage competing deadlines.</li><li>Strong organizational skills with the ability to monitor progress and track details independently.</li><li>Experience in business development, market analysis, and strategic planning is an asset.</li><li>Bilingual ability is a plus.</li></ul><h3><strong>About the Company:</strong></h3><p>Our client is a growing financial services corporation providing&nbsp;<strong>investment, insurance, mortgage, and planning services</strong>&nbsp;to clients across Canada.</p><h3><strong>What We Offer:</strong></h3><p><br></p><ul><li>Competitive compensation</li><li>Opportunities for career growth and skill development</li><li>Collaborative and supportive team environment</li></ul><h3><strong>Job Details:</strong></h3><p><br></p><ul><li><br></li><li><strong>Job Type:</strong>&nbsp;Full-time</li><li><strong>Salary:</strong>&nbsp;$48,000 – $55,000 per year</li><li><strong>Experience Required:</strong></li><li>Financial Administration: 2 years (required)</li><li>Life Insurance License (preferred, must obtain within 6 months)</li></ul><p><br></p><p>If you’re ready to join a dynamic team and grow your career in financial services,&nbsp;<strong>submit your application online and introduce yourself today!</strong></p>

Financial Assistant-R & R Solutions is no longer accepting applications.