Administrative Assistant

Branch name: 
An independent branch of Assante Financial Management Ltd.
Branch location: 
Saskatoon, SK
Posting date: 
Nov 4, 2019
Application deadline: 
Dec 31, 2019
Hours per week: 
35
Contact: 
Cara McKee

Job description

We are currently looking for a licensed Administrative Assistant to provide support to a Senior Financial Advisor in the day to day operations of an established financial planning practice. The role will involve preparing and processing all non-financial and financial trade-related documents.  

Responsibilities

  • Prepare new account paperwork, trade documents and verify transaction completion
  • Execution of all non-financial and financial documents in a timely manner
  • Responding to clients by phone or in person and dealing with their requests in a friendly professional manner
  • Maintain client contact management software with client meeting notes, calendars and files
  • Request the transfer of assets from other financial institutions and follow up through to completion
  • Keep up to date with industry changes around regulations and availability of investments
  • Other office duties as required such as scanning, filing, client appreciation events etc.

Qualifications

  • 2 to 3 years in a Financial Services environment

Skills and abilities

  • Knowledge of investment products such as mutual funds, RRSP, RRIF, TFSA and personal income tax
  • Extensive knowledge of industry back office practices, experience with FundServ and ActionPro is an asset
  • Proactive and customer service-oriented attitude
  • Strong MS Office skills (outlook, word, excel and powerpoint)
  • Excellent verbal and written communication skills
  • Detail oriented with good organizational and prioritization skills

Education/training

  • Post-secondary education in Finance/Accounting or related field is an asset
  • Successful completion of the Canadian Investment Funds Course, Canadian Investment Funds Operations Course and/or other related industry education is an asset.

We thank all applicants for their interest; however only those selected for an interview will be contacted.