About this role
We are a small, relationship focused financial advisory practice in Regina supporting over 1,500 clients. We operate with a lean, practical, and client first mindset. This role offers professional stability while contributing directly to a highly personalized client experience. For the right person, it can become a long term, career defining opportunity through mentorship, responsibility, and internal growth. The OpportunityWe 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 environment where initiative, ownership, and curiosity about the full business 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 and bulk mail outs Answer phone calls, emails, and faxes professionally Support mutual fund, segregated fund, and GIC transactions Process purchases, redemptions, switches, maturities (Univeris an asset) Prepare T2033 transfer and KYC/KYP documentation Prepare quarterly client statements Assist with estate settlement documentation Stay current with regulatory and Head Office proceduresLimited 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, and communication skills Proficiency in Microsoft Word, Excel, and Outlook Willingness to learn in a regulated environment Salary: $40,000 - $50,000 (based on experience)Bonus, benefits, RRSP program, three weeks vacationHours: Monday to Friday, 8:00 a.m. - 4:30 p.m.Small office culture with long term growth potential