Administrative Assistant - Insurance/Investment experienced!

You are -

A highly detailed and competent Career Administrative Support professional with a background and interest in Portfolio Finance Management and who is looking to use your previous financial admin support experience and understanding to support a team of financial planners. Ensuring the planners are prepared for client meetings in advance, responding to and resolving all requests in a timely manner – keeping accurate and detailed notes, and assisting the planners in meeting corporately defined standards for communications are just some of your duties.

You will work to ensure that all investment and insurance business are processed accurately and in accordance with the client and planner’s instructions. You will assist in reporting client and sales activities handle other administrative tasks, request and form preparation, and that the planners are assisted in a way as to allow them to be as efficient and effective as possible. You will use your excellent interpersonal and communication skills to liaise with other support people and planners, and act in a highly professional and mature manner, especially when dealing with a variety of highly confidential information.

Your strengths fall in the areas of time management and organization. You are a team player, who knows how to take directions, but who is also able to take the initiative and identify improvements. You possess a good understanding of investment products with 2-5 years work experience in the FINANCE industry, excellent computer skills, and an aptitude for learning and mastering new customized software. Completion of your Mutual Fund license and LLQP are highly valued. Competitive Compensation.

This innovative and successful portfolio investment group provides the perfect opportunity for someone who is looking to use their financial specific knowledge and excellent skills to provide unparalleled support and become an invaluable member of a busy team!

If this is you, please send an email to jobs@mcnak.com along with an updated resume in Word format and enter “FinAdmin-ST” in the subject line.