Publié il y a 20 jours
Mutual Fund Administrative Assistant
@ Independent Financial Services
Regina, Saskatchewan
En bref
Independent Financial Services is hiring a full-time Mutual Fund Administrative Assistant at its Regina office, supporting advisors on mutual fund, segregated fund and GIC transactions and client paperwork. The role covers client correspondence, file and statement work, and processing purchases, redemptions and transfers. Salary is $40,000 to $50,000 based on experience, Monday to Friday, 8:00 a.m. to 4:30 p.m.
Responsabilités :
- Draft client letters and correspondence
- Maintain files, databases and spreadsheets
- Coordinate with Head Office on statements
- Process purchases, redemptions, switches and maturities
- Prepare T2033 transfer and KYC/KYP paperwork
Résumé des exigences :
- Financial or mutual fund administration experience preferred
- Knowledge of RRSPs, GICs and mutual funds
- Mutual fund licence an asset
- Strong organization, accuracy and communication
- Proficiency in Word, Excel and Outlook
Outils et compétences
Avantages mentionnés
Source et dates
Flux d’un site d’emploi · saskjobs
- Date publiée par l’employeur
- 2026-10-21
- Première détection par notre source
- 2026-10-22
- Mise à jour du dossier source
- 2026-10-22
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Administration |
| Heures par semaine | 37.5 |
| Horaire | jour |
| Déplacements | avion : aucun · route : aucun |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Avantages mentionnés | Congés payés généreux, Régime de retraite, Prime de rendement |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Independent Financial Services
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 2 |
Description
We are a small, relationship-focused financial advisory practice in Regina supporting over 1,500 clients. We operate with a lean, practical, client-first mindset and offer a professional office environment with meaningful responsibility, mentorship, and long-term growth potential.
We are seeking a full-time Mutual Fund Administrative Assistant to work in office at our Regina location. You will work closely with advisors and team members in a collaborative setting where initiative, ownership, accuracy, and willingness to learn are valued. This is not purely entry level, though candidates with limited experience and a strong learning mindset are welcome.
Key Responsibilities
Draft client letters and correspondence
Maintain organized files, databases, and spreadsheets
Coordinate with Head Office on statements and account matters
Manage mail, bulk mail outs, calls, emails, and faxes professionally
Support mutual fund, segregated fund, and GIC transactions
Process purchases, redemptions, switches, and maturities; Univeris is an asset
Prepare T2033 transfer forms, KYC/KYP paperwork, and quarterly statements
Assist with estate documentation and stay current with regulatory and Head Office procedures
Limited exposure to insurance processing
Qualifications
Financial or mutual fund administration experience preferred
Knowledge of RRSPs, GICs, mutual funds, and related products
Mutual fund license an asset
Strong organization, accuracy, communication, and attention to detail
Proficiency in Microsoft Word, Excel, and Outlook
Willingness to learn in a regulated environment
Compensation & Environment
Salary: $40,000 - $50,000 based on experience. Bonus potential, benefits, RRSP program, and three weeks vacation. Hours: MondayFriday, 8:00 a.m.4:30 p.m. Small-office culture with long-term growth potential.
Journal
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