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 doPrepare documents for advisors’ client meetings.Process purchases, withdrawals, switches, and external transfersFollow-up tracking on processed transactions with external fund companies.
Monitor trades, systematic withdrawals and preauthorized contributionsInvestigate issues with fund companies, nominee platforms and the Canada Revenue AgencyFile physical and electronic documentsEnter notes and process transactions in online system.
Process client signatures using e-signature software.Follow compliance rules.Monitor multiple emails.Back-up office receptionOther office administrative support as neededWhat you bring to the tableHigh attention for detail· Strong written and verbal communications skillsSuperior problem-solving capabilitiesAbility to prioritize work in a fast-paced environment· Excellent organizational, time management and multi-tasking skillsExisting financial knowledge (i.
e. RSP, TFSA, RIF, etc.) Meeting advisors’ and clients’ deadlinesDemonstrated 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.
Financial Administrative Assistant
Wolfond Financial is looking for an Experienced Administrative Financial Assistant to join our team. Other office administrative support as needed. Existing financial knowledge (i. More than a paycheque, Wolfond Financial is proud to offer customized compensation for our team members. ...
Financial Administrative Assistant
Wolfond Financial is looking for an Experienced Administrative Financial Assistant to join our team. Be the first to be notified about new Financial Administrative Assistant jobs in Regina, Saskatchewan. Other office administrative support as needed. Existing financial knowledge (i. ...
Senior Financial Advisor
A Financial Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. A Financial Advisor is a professional who provides strategic advice on financial products and services, helping clients make info...
Executive Assistant
We're seeking a dynamic Executive Assistant to support our mission-driven team on a part-time basis (25-35 hrs per week). As an Executive Assistant, you'll play a vital role in ensuring the smooth operation of our organization and initiatives. ...
Legal Assistant
Adecco is currently recruiting for a full-time Legal Assistant position with our esteemed client, a nationally recognized law firm located in Regina, SK. Apply today for this Legal Assistant opportunity in Regina, SK, and an Adecco Recruiter will be in touch with you soon. Are you a dedicated profes...
Financial Insurance Advisor
At Serenia Life Financial we’ve been helping people protect the ones they love and live generously for close to a century. Our philosophy is to understand our clients financial needs and to proactively provide solutions. As a Serenia Life Financial Representative it will be essential to the rol...
hospital receptionist
Education: Secondary (high) school graduation certificate.Experience: Experience an asset.Greet people and direct them to contacts or service areas.Provide basic information to clients and the public.Obtain and process information required to provide customer service.Operate switchboard or telephone...
office administrator
Co-ordinate and plan for office services such as accommodation, relocation, equipment, supplies, forms, disposal of assets, parking, maintenance and security services. Oversee and co-ordinate office administrative procedures. ...
Merrill Team Financial Advisor
The Team Financial Advisor Development Program is designed for individuals ready to make a career transition and follow their passion of becoming a Financial Advisor. Performance Requirements: A TFA is expected to meet the performance and development requirements of the Financial Advisor Development...
Office Manager/Receptionist
You have at least 1 year experience within a Office Manager or Receptionist role, ideally within the IT industry. ...