Job Description

MKS Financial Services, located in Regina, Saskatchewan, is known for helping protect the financial well-being of families, businesses, and employees. We are looking to add one (1) Wealth Focused Assistant to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. We are looking for someone proactive and detail-oriented with great communication skills and a drive for delivering an exceptional client experience. As a member of the team, you will need to have strong relationship-building skills, and a drive for continual improvement for yourself and client services.

We encourage youth to apply as part of the Canada Summer Youth Program. This is a work term with the strong possibility of part-time/full-time employment at the end of it.

The key responsibilities for this role include

Administrative Duties:

Assist with paperwork in the following areas: Investments and Group Benefits

Assist with mutual fund processing and follow up

Maintain a record of client interactions via CRM

Perform all general office duties such as email, mail, scanning, filing, supply maintenance, and computer updates

Prepare monthly reports

Other duties as assigned

Client Services:

Keep the client up to date during the application process and follow up with the client as needed

Keep the CRM up to date with meeting notes, phone conversations, and actions taken

Complete beneficiary changes, policy changes, redemptions, deposits, etc.

Professionally respond & assist clients who inquire via phone call and/or e-mail

Book and/or confirm client appointments, send appointment reminders, and prepare client files for meeting

Engage in projects to enhance client experiences such as event planning

The ideal candidate will:

Have experience as an assistant in an office, a post-secondary education or an equivalent combination of experience and education

Have strong project management skills with prioritization and anticipation of needs

Have strong verbal and written communication skills

Is patient and composed under pressure

Has strong attention to detail, thoroughness, and accuracy

Be proficient in Microsoft Office Suite of Tools, Internet usage and a Contact Management System

Have strong knowledge of technology systems and applications, and a familiarity with social media

Knowledge of segregated funds/mutual funds, insurance, employee benefits would be an asset

Ideally have experience in Financial Services, but lack thereof can be overcome with a strong willingness to learn and develop

If you are interested in becoming a Wealth Focused Assistant at MKS, please apply with a cover letter and resume by March 3, 2025. We look forward to working with you!

We thank all applicants for their interest in this opportunity; however, only those selected for an interview will be contacted.

Job Types: Full-time, Internship / Co-op
Contract length: 4 months

Pay: $15.00-$18.00 per hour

Expected hours: 40 per week

Benefits:

Company events On-site parking
Schedule:

8 hour shift Day shift Monday to Friday
Education:

Secondary School (preferred)
Experience:

Administrative: 1 year (required)
Language:

English (required)
Work Location: In person

Application deadline: 2025-03-03
Expected start date: 2025-05-05