Are you motivated, detail oriented, multi-tasker with a strong commitment to financial excellence? Allied Wealth Management is looking for a customer service focused administrative professional to join our team.
Allied Wealth Management provides portfolio management services to high net worth families, corporations and institutional investors. We are a growing investment firm, based in Winnipeg. The cornerstone of Allied’s success rests on its culture of integrity, performance and long-term relationships.
The role requires the candidate to be detailed oriented, customer centric with a positive outgoing personality. They will need to be able to work independently to complete administrative tasks related to managing client accounts in a timely manner and have a polished personality when dealing with clients. The position is part time, between 20-25/week.

What we offer:

• A supportive team that is committed to personal and professional growth.
• A growing company
• A competitive salary
• A hybrid office / work from home set up
• A central (but not downtown) location
• Benefits plan

QUALIFICATIONS:

• Possess a minimum of 7 years of administration experience, ideally working within a financial services environment.
• Demonstrate the ability to be a self-starter, with a problem solving mindset.
• Strong working knowledge of Microsoft Excel.
• Demonstrated proficiency in written/oral communication (writing, planning, editing, formatting) in the English language.
• Must have an excellent level of computer experience in a Windows environment (MS Office and SharePoint).
• Strong keyboarding skills (min of 40 WPM).
• Experience with client relationship management (CRM) software an asset.
• Experience in customer service is an asset.
• Diploma / Degree in Business Administration or equivalent an asset.
• The candidate must be legally eligible to work in Canada.

Working in a team environment, the Administrative/Executive Assistant will have the following responsibilities:

• Provide customer service and administrative support to clients via telephone and email.
• Set up new clients and create new account opening documentation.
• Monitor and collect payment from our clients.
• Perform monthly and quarterly account reconciliations to meet regulatory requirements.
• Manage office tasks such as filing, typing, maintaining client files, and client appointments.
• Working effectively in a team environment and independently.
• Provide ongoing support to the President for recurring and ad-hoc tasks.
• Responsible for organizing, scheduling, and managing the President’s calendar.
• Preparation and development of executive presentation materials.
• Provide financial management support with reports and billings process.
• Meeting and event coordination.
• Coordinate travel arrangements and process expenses.
• General errands and other projects as assigned.