Job Description

Job Overview

This is an opportunity to join a fast-growing and innovative wealth management firm.

Precedence Private Wealth serves clients throughout Canada in all areas of wealth management, full financial planning including insurance, debt planning, tax advisory and tax filing.

This is an opportunity to assist and work closely with the owner of the company with operational duties and special projects. There will be little to no direct client interaction. Communication would be geared towards employees and business associates.

The location of the candidate is in Saskatoon, Saskatchewan. Candidates outside of Saskatoon will not be considered at this time. The role is primarily in office.

Skills

The candidate should desire a firm with a culture where the work is precise and deliberate. The candidate will also desire a culture of professionalism, independence, excellence, is solution focused, communicates well and takes pride in delivering quality work and outstanding results. The successful candidate will have strong and professional communication skills. They will be able to take a vision provided and turn it into a finished project without step-by-step guidance. They will be able to work independently and will fully execute tasks with the vision and brand of the company at the forefront. The candidate will have vast experience with technology and be proficient with Outlook, Excel, Word, Adobe, DocuSign and the ability to adapt easily to different technology and software solutions. Strong organization and management skills are a requirement as this candidate will support multiple projects and tasks concurrently. This candidate will have the ability to prioritize tasks and work under pressure with tight or unexpected deadlines

Experience

3- 5 years of administration experience Proficiency with of excel, word, Adobe, DocuSign and be adaptable to new software Knowledge of payroll duties, workers compensation, CPP, group benefits Located in Saskatoon, Sk

Administrative Duties

Team meeting management Annual Financial Forum and holiday party planning Client Portal inquiries and management Gifts and errands Office and supply management Travel arrangements Email and documentation management Business vendor relationships Calendar and CRM management Assisting with coordination of social media projects Special projects

Payroll and Human Resource Duties

Payroll preparation and execution T2200 management for employees Workers Compensation Group Benefits Employee onboarding and support

Billing and Expense Management

Paying expenses Receipt management PST and GST

Licensing and Registration Management

Insurance licensing Corporate registry E&O and cyber Insurance Other licensing, designation, continuing education

Seasonal Business Support

Seasonal project management of business lines. Throughout the year, several business lines require seasonal support and management from an operational point of view, including financial planning, tax, and insurance.
Job Type: Full-time

Pay: $72,000.00-$84,000.00 per year

Benefits:

Dental care Disability insurance Extended health care Life insurance RRSP match
Location:

Saskatoon, SK S7K 0E9 (required)
Work Location: In person