Job Order Detail

Description

Join the momentum of what Virtus Group has started. Were looking for a Wealth Management Administrative Associate to join our Virtus Private Wealth division in our Saskatoon office. In this role, you'll help elevate the client experience and support the foundation of our operations.

What you'll bring to the team
- 3-5 years of administrative experience, ideally in a wealth management or financial services environment.
- Proven client service excellence - friendly, efficient, and solutions-focused.
- Expertise in Microsoft Office (Excel, Word, Outlook) and familiarity with client relationship management (CRM) platforms.
- Strong verbal and written communication skills.
- High attention to detail and excellent time management skills.
- Desire to grow with the division and continue to develop professionally.
- A keen interest in financial planning and investment management.

How you'll support our clients and professional team
- Manage client account openings and transfers.
- Provide day-to-day client servicing including account maintenance, deposits and handling inquiries.
- Assist with financial planning workflows and documentation.
- Support insurance processing and documentation.
- Maintain internal and external calendars, scheduling and preparing for client meetings.
- Oversee invoice tracking and account fee billing.
- Create and manage internal and external reports.
- Help design and improve tracking systems and admin processes.

Why join our team?
- Join a tight-knit, entrepreneurial team where you'll be heard, valued, and supported.
- Work culture that prioritizes initiative, personal development, and team wins.
- Mentorship and training provided - your attitude and fit are more important than credentials.
- Help build something meaningful - one client experience at a time.

Virtus Group is Saskatchewan's largest independent accounting and business advisory firm with offices in Saskatoon, Regina, and Estevan.