R&R Solution careers
Financial Assistant
Moncton, NB, Canada .
full-time . August 20, 2025
Description
R&R Solution is proud to recruit for one of our outstanding clients!
Located in Moncton, NB, this leading financial services company is expanding its in-person team. They are seeking a Financial Assistant to support their growing business.
The Financial Assistant is responsible for daily administrative tasks and client-facing operations, working closely with Financial Advisors to provide value-added sales support, client service, and marketing assistance. Candidates must obtain Insurance and Mutual Fund licensing within six months.
Key Responsibilities:
- Deliver exceptional customer service and sales support to advisors and management to help achieve sales goals.
- Support advisors in the sales process, including data mining to identify new opportunities.
- Assist senior advisors with scheduling, email correspondence, client communication, and business growth initiatives.
- Follow administrative processes and guidelines to ensure deadlines are met.
- Provide knowledgeable sales and service support to drive new business and retain existing clients.
- Review applications and supporting documentation for accuracy and completeness.
- Communicate with advisors regarding incomplete or missing applications, requiring tact and diplomacy through multiple follow-ups.
- Prepare and review financial (purchases, deposits, switches, transfers, redemptions) and non-financial (beneficiary changes, banking, address, name updates) request documentation.
- Schedule client appointments for advisors and prepare paperwork for meetings in advance.
- Maintain compliance standards in collaboration with advisors.
Qualifications and Competencies:
- Previous experience in the financial industry is required.
- Tech-savvy with strong proficiency in MS Office tools.
- Adaptable to change and able to quickly adjust priorities in a positive manner.
- Strong team player, capable of collaborating effectively to set goals, resolve issues, and make decisions.
- Able to prioritize multiple tasks and manage competing deadlines.
- Strong organizational skills with the ability to monitor progress and track details independently.
- Experience in business development, market analysis, and strategic planning is an asset.
- Bilingual ability is a plus.
About the Company:
Our client is a growing financial services corporation providing investment, insurance, mortgage, and planning services to clients across Canada.
What We Offer:
- Competitive compensation
- Opportunities for career growth and skill development
- Collaborative and supportive team environment
Job Details:
- Job Type: Full-time
- Salary: $48,000 – $55,000 per year
- Experience Required:
- Financial Administration: 2 years (required)
- Life Insurance License (preferred, must obtain within 6 months)
If you’re ready to join a dynamic team and grow your career in financial services, submit your application online and introduce yourself today!