Wiegers Financial & Benefits is an innovative, privately-owned financial services firm that specializes in financial planning, group benefits consulting, and group retirement services. With a dedicated and passionate team of more than 35 talented advisors and support staff, we continue to grow. We are looking now to hire the next Client Services Assistant for our Financial Services Division in Saskatoon. Read more to learn about this incredible career opportunity!
WHO YOU ARE
You are compelling, driven, and communicate with confidence
Exceeding expectations is your mission
You love to learn and grow
You effectively engage with clients and show them you care
You are committed to helping make a difference
Our Client Services Assistant is largely responsible for:
Scheduling appointments, organizing and preparing files, and completing forms
Keeping records current, and initiating and interacting with clients
Managing all client service related inquiries
Tracking all client audits and maintaining the flow for semi-annual or annual reviews
Coordinating with fund companies, dealers, and insurance suppliers as it concerns investment customer service
Updating filing and our client relationship management program
Accurately processing and following through for all investment transactions
Our Client Services Assistant should have:
B.Comm. degree with a Finance Major or direct industry education
Investment Funds in Canada or Canadian Securities Course
Labour Sponsored Investment Funds course
5+ years of direct experience
WHY WIEGERS FINANCIAL & BENEFITS?
We will empower and provide you with every tool and resource you need to grow and succeed. Want to move up in the ranks? Possibilities here are plenty, and we actively support you in going as far as you want to go.
Want to spend time where you know your value and genuinely enjoy the people you work with? We make a difference in people’s lives daily, and for our team, that includes being part of one of the best office cultures you’ll find anywhere. Our 96.6% employee satisfaction rating last year says it all!
Want to have fun at work? Our outside-of-the-box social committee guarantees it with regular social activities like potluck lunches and barbecues, an annual off-premise scavenger hunt, golf, bowling, themed workdays, and so much more!
If all of this interests you (and how couldn’t it?), please submit your resume and cover letter here or by email to inquiries@wiegers.ca. We look forward to hearing from you!
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