Overview
Hybrid Operational Associate Jobs in Brandon, Canada at Brandon University
Become an integral part of our Private Wealth Management team as a Hybrid Operational & Insurance Associate. This role emphasizes administrative support and insurance guidance tailored for client needs.
In this role, you will assist advisors with administrative tasks and support their clients’ insurance planning and financial assessments. The ideal candidate possesses strong organizational skills, professionalism, and a client-focused approach to ensure seamless operations and compliance. Growth opportunities are available towards becoming a fully licensed MFDA Associate.
Key Responsibilities:
• Provide administrative support to advisors and team members
• Manage client documentation, scheduling, and data entry
• Prepare reports and correspondence as needed
• Conduct assessments and provide financial planning support
• Collaborate with insurance specialists to deliver tailored solutions
Requirements:
• Relevant financial planning or insurance designation preferred
• Experience in financial planning or advisory services
• Strong organizational and multitasking abilities
• Proficiency in financial software and Microsoft Office
• Ability to work independently and collaboratively
Elevate your career with strong administrative and insurance skills in this hybrid role.
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Title: Hybrid Operational Associate
Company: Brandon University
Location: Brandon, Canada
Category: