This job is no longer taking applications and is displayed only for reference.
To view current postings please conduct a new search.
Thank you.
*** This position is for Freedom 55 Financial, Saskatoon & Regina Offices. ***
Reporting to the Regional Operations Manager, you will work with a number of advisors in the Saskatoon Financial Centre who decide on the value added services to be provided. The Administrative & Branch File Associate contributes to the advisor's success as much as possible by providing sales support, client service and general administrative processes. In addition, the incumbent will also be responsible for ensuring that Quadrus branch files are kept and maintained in full compliance with mutual fund regulatory requirements.
Accountabilities:
* Providing a high level of sales support to advisors and management to help them attain their sales goals and therefore the financial centre achieve its production targets.
* Reviewing new applications and documents for accuracy and completeness.
* Preparing daily reports on trades and verifying report information to paperwork.
* Documenting branch file paperwork.
* Completing administrative duties in accordance with compliance requirements.
* Contributing in a team atmosphere as well as on an individual basis.
* Satisfying client needs and expectations through efficient and effective service.
We offer a challenging, team-oriented work environment, competitive income and benefits, opportunities for professional and personal growth.
We are committed to employing a diverse workforce and encourage all qualified individuals to apply.
We thank all candidates for their interest; however only those selected for an interview will be contacted.