Job Order Detail

Description

IA Private Wealth / Living Sky Financial #401  3301 8th Street E., Saskatoon, SK  S7H 5K5

Permanent Full Time Receptionist/Administrative Assistant / Possible Part Time for right candidate

Office hours are 8:30AM to 4:30PM M-F  (some late days required)

Ensure a high level of client service by:

Acting as receptionist by answering phones and greeting clients

Arranging client meetings including venues, preparing printed materials and handling schedule changes

Following up on client meetings and entering notes in contact management system

Responding to client inquiries and issues in a timely, responsive manner  and when necessary, directing them to the correct person as appropriate

Provide administrative support by:

Processing client account documentation

Assisting in writing and processing client/prospective client communication  

Maintaining client files and information on the appropriate contact management systems

Ensuring all client interaction is accurately documented

Ensuring adherence of all regulatory rules as it relates to client accounts and related documentation  

Educational Requirements

Excellent written and verbal communication skills

Strong organizational skills

Ability to take initiative and work independently

Ability to meet deadlines

Knowledge of Microsoft systems: Word, Excel and PowerPoint

Secondary education such as Administrative Assistant / Office Administration preferred  

Expected start date January 2nd, 2022.  

Starting salary commensurate with experience ($31,000 to $33,000 annually not including bonus).  

Full health benefits and secure underground parking provided.

IA Private Wealth / Living Sky Financial is a full service investment management and financial planning firm in Canada.  For more information please visit our website at livingskyfinancial.ca