Search For


eBrandon > Classifieds > Jobs > Client Service Administrator

 Ad Details
Position Client Service Administrator
Employer Taylor Jackson Financial Services Inc.     (View all ads from seller)
Phone Click here to show number in this space
E-mail Use form below to e-mail
Location Brandon


Taylor Jackson Financial Services Inc.


2B 136 11th Street


Brandon, Mb R7A 4J4




Client Service Administrator




Role Summary


This role is responsible for daily business administration, execution, coordination and communication of various administrative initiatives for a progressive financial services office.  Responsible for tasks associated with administrative activities. Tasks are completed following general instructions.


Main Accountabilities


  • Must provide support to advisors for daily administration requests which would include all client requests, Insurance & Investment admin, mailing, filing and data entry.  Also must be able to suggest improvements for project management when required
  • Telephone reception and client service
  • Deal directly with existing clients and Sun Life Financial Corporate Head Office daily and the general public on occasion
  • Responsible for maintenance of computer environment in office including but not restricted to back-ups and software updates, and maintenance of social media
  • Performs other related work as assigned




Qualifications and Competencies


  • Highly motivated and results oriented, with strong self-management skills
  • Must approach tasks with an innovative mind set and positive outlook
  • Solid ability to organize and prioritize, working effectively in a fast-paced, multi-task environment
  • Sales focused team player with superior interpersonal abilities.   Must have the ability to develop and maintain excellent customer relationships ensuring confidentiality with a diplomatic and professional manner. Also must have the ability to be proactive when responding to client inquiries or concerns.
  • Strong and effective verbal and written communication skills are a must along with knowledge of plain language principles.
  • Professional telephone etiquette
  • Excellent PC skills, including the use of Word, Excel and Lotus Notes
  • Attention to detail with strong documentation and follow up skills; Ability to work independently and to exercise sound judgment and discretion.






  • Experience in a customer service environment
  • Knowledge of internet and social networking sites and proper management of same




We thank all applicants for showing an interest in this position. However only those selected for an interview will be contacted


Please forward resume to:


Shawn Taylor


Taylor Jackson Financial Services Inc.


2B 136 11th St. Brandon Mb. R7A 4J4 ;


fax to: 204-571-4569;  


email to:


Posted on 7/11/2018 9:14:27 PM
Expiry Date 8/11/2018
Tags Full-time, Administrative/clerical, Customer service
 Viewed 1434 timesReport this ad Login to make ad a favourite Bookmark and Share
 Sponsored links

 Contact Taylor Jackson Financial Services Inc.

Fill out and submit the form below to send an inquiry in this ad
Your Name
Your Email
  Remember my name, email address for future replies
Enter the text as it is shown above   
If this is your first time using the classifieds please read the recommended safe practices at this link.

Keywords   Sort by

Recent/Popular Ads


Local Business Directory
J & M Window and Door
Serving Westman and area since 1983. Quality and Service is what we're all about. More..
Future Shop is hiring!
Future Shop is hiring in all departments! Apply now. More..
Winmar Bdn Restoration