Financial Administrative Assistant (saskatoon)

Saskatoon, SK, Canada

Job Description

We?re looking for a Financial Administrative Assistant in the financial services industry in Saskatoon, SK.
Our client is a respected financial services firm with a strong reputation for integrity, long-term client relationships, and professional excellence. The team supports a diverse portfolio of investors and advisors and is known for its collaborative, detail-driven culture. The Financial Administrative Assistant will be responsible for supporting advisors with client account administration, regulatory documentation, and day-to-day operational workflows to ensure a seamless client experience.
Financial Administrative Assistant responsibilities:

  • Provide administrative and operational support to financial advisors and their client portfolios
  • Process client account documentation including new accounts, updates, and service requests
  • Maintain accurate records in compliance with regulatory and firm requirements
  • Prepare client correspondence, reports, and meeting materials
  • Coordinate transactions, transfers, and follow-up with custodians and internal teams
  • Monitor workflows to ensure all client requests are completed accurately and on time
  • Support compliance and audit requirements through proper documentation and record keeping
The successful candidate has:
  • 2+ years of experience in financial services administration, wealth management, or a related role
  • Post-secondary education in business, finance, or a related field
  • Completion of the Canadian Securities Course (CSC) and Conduct & Practice Handbook (CPH)
  • Prior experience in the securities industry (strong asset)
  • Strong attention to detail and comfort working with regulated documentation
  • Proficiency with Microsoft Office and the ability to learn financial systems quickly
Compensation and benefits:
  • The discussed salary range is $60,000 ? $70,000 depending on experience
  • Candidates with additional securities experience and licensing may be considered at higher compensation
  • Comprehensive benefits package
  • Opportunity to build a long-term career within a stable financial services environment
Candidates must be eligible to work in Canada. Only candidates selected to move forward in the hiring process will be contacted.

Skills Required

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Job Detail

  • Job Id
    JD3423662
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    $60,000-70,000 per year
  • Employment Status
    Permanent
  • Job Location
    Saskatoon, SK, Canada
  • Education
    Not mentioned