administrative assistant

We are a small, relationship-focused financial advisory practice in Regina supporting over 1,500 clients. We operate with a lean, practical, client-first mindset and offer a professional office environment with meaningful responsibility, mentorship, and long-term growth potential. We are seeking a full-time Mutual Fund Administrative Assistant to work in office at our Regina location. You will work closely with advisors and team members in a collaborative setting where initiative, ownership, accuracy, and willingness to learn are valued. This is not purely entry level, though candidates with limited experience and a strong learning mindset are welcome.Key Responsibilities Draft client letters and correspondence Maintain organized files, databases, and spreadsheets Coordinate with Head Office on statements and account matters Manage mail, bulk mail outs, calls, emails, and faxes professionally Support mutual fund, segregated fund, and GIC transactions Process purchases, redemptions, switches, and maturities; Univeris is an asset Prepare T2033 transfer forms, KYC/KYP paperwork, and quarterly statements Assist with estate documentation and stay current with regulatory and Head Office procedures Limited exposure to insurance processingQualifications Financial or mutual fund administration experience preferred Knowledge of RRSPs, GICs, mutual funds, and related products Mutual fund license an asset Strong organization, accuracy, communication, and attention to detail Proficiency in Microsoft Word, Excel, and Outlook Willingness to learn in a regulated environmentCompensation & EnvironmentSalary: $40,000 - $50,000 based on experience. Bonus potential, benefits, RRSP program, and three weeks vacation. Hours: MondayFriday, 8:00 a.m.4:30 p.m. Small-office culture with long-term growth potential.