Job Description

This is an opportunity to join a financial planning team within a fast-growing and innovative wealth management firm. Precedence Private Wealth serves clients throughout Canada in all areas of wealth management, providing comprehensive financial planning including insurance, debt planning, accounting and tax advisory and filing, as well as investment services alongside a partnering relationship.

This is an opportunity to be highly involved in the essential steps of managing the client mortgage process with regards to preparing documents, coordinating with clients and lenders and assisting with workflow management to ensure smooth and timely mortgage transactions. The ideal candidate is driven by the desire to feel that they are making a difference for the client, no matter the task at hand. Someone who recognizes every step implemented is of high importance and that each detail must be executed with precision and deliberation; therefore, making an impact on the client's finances and their experience.

Experience working within a mortgage services environment will be of value.

The individual in this role will work closely with our Mortgage Specialist and Financial Planners to collaboratively support the facilitating of our mortgage services and plans. This position offers a diverse range of responsibilities creating a dynamic and engaging work environment. Although the role will expand the knowledge and skillset of the candidate, they must also embrace administrative and processed-driven work. Understanding that the administrative, template-based, and repetitive work is essential and supports a strong, successful client relationship.

The successful candidate will be encouraged and supported to further their education and professional development to enhance their knowledge and advance their career at Precedence.

The successful candidate will possess clear, strong and professional communication skills, as well as experience working with excel, Adobe and DocuSign, and has the ability to adapt easily to different technology and software solutions.

Strong organizational and management skills are essential for success in this role and are especially crucial during peak periods with increased workload. The ideal candidate must demonstrate the ability to effectively prioritize tasks and perform under pressure while meeting tight deadlines.

Following set processes and procedures must be fully embraced by the candidate. The candidate must be detail-oriented who values structure and consistency in their work and workplace. The ideal candidate must demonstrate a strong ability to understand, follow, and uphold company policies and procedures. By adhering to established guidelines, you will play a crucial role in maintaining operational efficiency, ensuring compliance, and contributing positively to a culture of excellence and accountability. If you thrive in an environment where precision and adherence to standards are paramount, we encourage you to apply.

This is an in-office opportunity at our Saskatoon office location.

We kindly decline any applicants not located in Saskatoon.

Duties:

Obtain information and facilitating the mortgage process required for mortgage lenders. Managing and saving documentation. Maintaining the workflow and cash management system of the mortgage tax strategies. Assist the Mortgage Specialist with administrative tasks, including meeting scheduling, preparation of documents and maintenance of the file. Acting as a liaison with clients and lenders to provide updates and coordinate required information. Managing and responding to client inquiries. No mortgage advice will be required of this candidate.
Join our team as a Mortgage Administrative Assistant and take the next step in your career with a dynamic and supportive organization. This role offers opportunities for growth, professional development, and the chance to make a meaningful impact on clients' success. If you have the skills, dedication, and passion for excellence, we invite you to apply and become a valued member of our team!

Job Type: Full-time

Pay: $60,000.00-$72,000.00 per year

Benefits:

Company events Dental care Disability insurance Extended health care Life insurance Paid time off RRSP match Tuition reimbursement Vision care
Application question(s):

Are you legally authorized to work in Canada? If yes, please provide a brief description of your work authorization.
Location:

Saskatoon, SK S7K 0E8 (required)
Work Location: In person