Client Services Admin

  • Location: Winnipeg, Manitoba
  • Type: Office:Staffing
  • Job #18228

CLIENT SERVICES ADMIN (Winnipeg, Manitoba)

Do you pay high attention to detail and have strong organizational skills? Are you looking to work with an independent investment firm in Manitoba? If so, this role is for you! The successful candidate in this role will possess previous experience in the investment industry, excellent communication skills, and a strong ability to multi-task. 

* Complete all tasks related to new account openings such as preparing documentation, updating internal systems with new account information, completing follow up on deficiencies and outstanding documentation
* Work on all requests for account updates and maintenance, transaction processing, and reporting
* Perform general office support duties such as handling cheque deposits and client withdrawal requests, assisting with the quarter-end billing process, and maintaining/managing client records 

* Post-secondary education or equivalent
* Previous office administration experience in the investment industry
* Excellent written and oral communication skills
* Ability to work in a fast-paced environment and consistently meet deadlines
* Ability to complete work with a high degree of accuracy
* Strong computer skills; experience working with all Microsoft Office programs

* Opportunities to grow within the company
* Benefits after three months
* Paid parking onsite

Send a resume (quoting job number 18228) to: Shelby Durand, Recruitment Consultant at [email protected]

Does your current job harness your full potential? As a leading recruitment firm in Manitoba, with 25 industry specialized recruiters, Pinnacle can help. Think of Pinnacle as a personal shopper for your career: First, we get to know you – your skills, experience, career goals, and desired work culture. Next, we pick the best career opportunities from an exclusive list, many of which you will never see advertised. Finally, once you (and our clients) have found a perfect fit, Pinnacle helps you with the details to ensure a smooth transition. Best of all, we offer this service at no cost to you. When you’re prepared to take the next step in your career, Pinnacle will be ready.

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