Administrative Associate

Wellington-Altus • Corman Park No. 344, SK

2d • Onsite

About The Position

The Administrative Associate provides essential administrative and operational support to the Shaw Sherdahl Wealth Management Group team. This role is client-facing, serving as a key point of contact for clients, and supports Advisors and Associates with account-related activities. The position is located in Wellington-Altus’s Saskatoon office.

Requirements

• A college diploma or bachelor’s degree in business administration, accounting, finance (or related field), or equivalent work experience.
• 3-5 years’ experience in administrative and/or client-facing role.
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
• Commitment to ethical conduct and integrity in all client interactions.
• Excellent attitude and commitment to providing extraordinary service.
• Exemplary interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually).
• Excellent problem-solving skills.
• Strong organizational skills and attention to detail.
• A high tolerance for ambiguity; highly adaptive and able to manage a large volume of competing priorities.
• Strong critical thinking and written and verbal communication skills.
• An ability to maintain the highest levels of confidentiality.
• Must be legally eligible to work in Canada.

Nice To Haves

• CIRO Investment Representative registration would be an asset, or a willingness to pursue this registration.
• Experience in the wealth management sector or other regulated industry is an asset.
• Experience with Client Relationship Management (CRM) systems a benefit.

Responsibilities

• Assist licensed professionals in managing client relationships by responding to inquiries, scheduling appointments, and maintaining client records.
• Serve as a point of contact for clients and ensure their needs are addressed promptly and effectively.
• Act as a liaison between clients and licensed professionals, conveying messages and coordinating follow-up actions.
• Address client inquiries, concerns, and service requests in a timely and professional manner.
• Work with advisors to develop and distribute client communication.
• Act as a general administrative and operational resource for Associates and Advisors.
• Assist in preparing Advisors and Managers for client meetings, including preparation of account-opening documentation.
• Complete a variety of administrative tasks related to account management such as preparing DocuSign information.
• Prepare daily reports for the Investment Associates and Investment Advisors.
• Provide information, where requested and approved by an Associate or Advisor, on the status of a client’s account and provide account balances, quotes and other marketing information.
• Maintain client files, ensuring that all documentation and notes are compliant with industry regulations.
• Perform general administrative tasks (ex: prepare letters, client communication pieces, etc.)
• Proactively stay informed and up to date regarding Company policies and procedures and compliance updates.
• Support office operations through supply ordering, managing courier service, deposits, etc.
• Perform other duties as assigned.
• Track team expenses and run a client service model.

Benefits

• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree