Wolfond Financial is looking for an Experienced Administrative Financial Assistant to join our team. You will support a growing practice and a successful team of advisors.
What you’ll do
- Prepare documents for advisors’ client meetings.
- Process purchases, withdrawals, switches, and external transfers
- Follow-up tracking on processed transactions with external fund companies.
- Monitor trades, systematic withdrawals and preauthorized contributions
- Investigate issues with fund companies, nominee platforms and the Canada Revenue Agency
- File physical and electronic documents
- Enter notes and process transactions in online system.
- Process client signatures using e-signature software.
- Follow compliance rules.
- Monitor multiple emails.
- Back-up office reception
- Other office administrative support as needed
What you bring to the table
- High attention for detail
- Strong written and verbal communications skills
- Superior problem-solving capabilities
- Ability to prioritize work in a fast-paced environment
- Excellent organizational, time management and multi-tasking skills
- Existing financial knowledge (i.e. RSP, TFSA, RIF, etc.)
- Meeting advisors’ and clients’ deadlines
- Demonstrated client service skills
- Ability to work independently and as a member of a team
- Post secondary education in office administration or a related field, 1 to 3 years of job-related work experience, including managing and maintaining files, or an equivalent combination of education and experience
What you can expect
More than a paycheque, Wolfond Financial is proud to offer customized compensation for our team members. With a focus on health and wealth, we provide an exceptional benefits package that supports our culture and fosters work-life balance.
Our benefits program offers perks that allow you to thrive at work and outside of the office. Be rewarded with generous paid time off including flex days on top of vacation, an RRSP matching program, voluntary savings products, bonus program eligibility, health and dental benefits, mental health resources, professional development assistance, learning opportunities through direct mentorship, a flexible Dress For Your Day’ environment and more!
Additional Details
- Work will be performed in our Regina office.
- This is a full-time role, Monday to Friday 8am to 430pm.
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