Wolfond Financial is looking for an Administrative Financial Assistant to join our team. You will support a growing practice and a successful team of advisors.
What you’ll do

• Prepare documents for advisors’ client meetings.
• Process purchases, withdrawals, switches, and external transfers
• Follow-up tracking on processed transactions with external fund companies.
• Monitor trades, systematic withdrawals and preauthorized contributions
• Investigate issues with fund companies, nominee platforms and the Canada Revenue Agency
• File physical and electronic documents
• Enter notes and process transactions in online system.
• Process client signatures using e-signature software.
• Follow compliance rules.
• Monitor multiple emails.
• Other office administrative support as needed
• Written and verbal communication with the firms clients

As an office assistant for a financial planning firm, I bring the following skills and attributes to the table:

• Strong organizational skills for managing files and schedules.
• Proficiency in financial software for data entry and reporting.
• Excellent communication skills for client interactions.
• Attention to detail for accuracy in financial documents.
• Ability to prioritize tasks in a fast-paced environment.
• Superior problem-solving capabilities.
• Existing financial knowledge (i.e., RSP, TFSA, RIF, etc.).
• Demonstrated client service skills.
• Ability to work independently and as part of a team.
• Relevant education or experience in office administration or financial firms.

The internal team of advisors you will be working for prioritize these values and this will be a very important approach to the role and in working with their clients.

• Positive attitude that combines fun with hard work.

What you can expect
More than a paycheque, Wolfond Financial is proud to offer customized compensation for our team members. With a focus on health and wealth, we provide an exceptional benefits package that supports our culture and fosters work-life balance.
Our benefits program offers perks that allow you to thrive at work and outside of the office. Be rewarded with generous paid time off including flex days on top of vacation, an RRSP matching program, voluntary savings products, bonus program eligibility, health and dental benefits, mental health resources, professional development assistance, learning opportunities through direct mentorship, a flexible ‘Dress For Your Day’ environment and more!
Additional Details
· Work will be performed in our Regina office.

• · This is a full-time role, Monday to Friday 8:30am to 430pm.

Job Type: Full-time
Pay: $40,000.00-$75,000.00 per year
Benefits:

• Dental care
• Extended health care
• Paid time off
• RRSP match
• Vision care

Flexible language requirement:

• French not required

Schedule:

• Monday to Friday

Work Location: In person