Administrative Associate

  • Location
    Regina, Saskatchewan
  • Job type
    Direct Hire
  • Category
    Office, clerical & administrative - Administration

Adecco is currently hiring for permanent, full-time Administrative Associate to work at our client, a reputable financial planning, investments and insurance agency in Regina, SK. In this role, you will assist the Senior Wealth Advisor in delivering comprehensive financial strategies to clients, based on individual financial needs and goals, through marketing activities, file preparation and client relationship management. If you are a personable self-starter and you have what it takes to build the foundation for a successful career in financial services, then apply now!

  • Location: Regina, SK
  • Job type: Full-time | Permanent
  • Here’s why you should apply:  

  • Ongoing training, coaching and education
  • A pleasant and professional working environment
  • Competitive base salary plus bonus program
  • Duties and Responsibilities:

  • Share the responsibility of office administrative duties and support senior representatives with the management of ongoing client relationships to ensure seamless operations and a strong client engagement
  • Schedule and hold client meetings with Senior Wealth Advisor and support in developing appropriate financial strategies and recommendations
  • Create and maintain client files, adhering to compliance requirements
  • Promote and market the firm’s investment and insurance services internally and externally
  • Stay informed about the latest trends in financial planning, investment and insurance solutions, broad knowledge of the product offerings and familiarity with industry competitors, current issues, and strategies
  • Requirements and Qualifications: 

  • Minimum three years of administrative experience in a senior role is a must
  • Financial advisory experience is an asset
  • Must have relevant Canadian experience
  • Microsoft Suite Experience is needed
  • Should have a genuine interest in financial planning and investments
  • Must be legally eligible to work in Canada
  • Don’t miss out on this Administrative Associate job in Regina, SK. Apply now and you will hear back from an Adecco Recruiter soon. 

     

     




    • Apply with Adecco

    Reference number CA_EN_1_020570_1982003

    Accommodation will be provided in all parts of the hiring process as required under Adecco’s Employment Accommodation policy. Applicants will need to make their needs known in advance to their Adecco representative.

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