First seen by our source: 2 hours ago
Administrative Assistant
@ Mallard Wealth Advisors
Saskatoon, Saskatchewan
Overview
Mallard Wealth Advisors is hiring an Administrative Assistant to support Senior Wealth Advisor Derek Kennedy and his advisory team. The role covers client scheduling, meeting preparation, transaction paperwork and follow-ups, with weekday hours of 8:30 a.m. to 4:30 p.m. and full benefits, RRSP matching, vacation and parking.
Responsibilities:
- Schedule client and prospect appointments for the advisory team
- Prepare client meeting materials and update client files
- Prepare and process account transaction and onboarding paperwork
- Track priorities, deadlines and follow-ups
Requirements summary:
- Post-secondary education or continuing professional development
- Administrative experience
- Proficiency with Microsoft Office and CRM systems
- Financial services experience an asset
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Administrative |
| Hours per week | 37.5 |
| Schedule | day, evening |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | College diploma (preferred) |
| Perks mentioned | Generous paid time off, Retirement plan, Transit support |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Mallard Wealth Advisors
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
Administrative Assistant – Mallard Wealth Advisors (MWA)
Reporting to Derek Kennedy, Senior Wealth Advisor
Objective and Scope
Derek is seeking an Administrative Assistant to provide high-level administrative support and
coordination for his advisory team within the office. This role is responsible for helping manage the day-to-day workflow, prioritizing multiple tasks and projects, and supporting superior client service.
This includes scheduling client meetings, preparing for meetings, including all documentation and
reports and completing timely follow-ups for outstanding tasks.
Responsibilities
• Support the Advisors with client and prospect engagement, including scheduling appointments,
preparing meeting materials, tracking next steps, and completing follow-up.
• Prepare, complete, and process required paperwork and documentation for client transactions,
account updates, transfers, onboarding, and other advisor-directed activities.
• Prepare for client meetings by gathering information, organizing documentation, updating client
files, and ensuring materials are accurate, complete, and ready.
• Monitor incoming requests, identify priorities, and help ensure deadlines and client commitments
are achieved.
• Contribute to a collaborative, positive, and accountable team environment that supports MWA’s
culture and client experience.
Requirements
Education and Experience
• Post-secondary education or continuing professional development, along with administrative
experience.
• Industry experience in financial services, insurance, wealth management, or a related professional
services environment would be beneficial.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel, and CRM’s. Experience with
Salesforce is an asset.
Skills and Competencies
• Strong administrative coordination skills with the ability to manage multiple priorities, deadlines,
and moving pieces.
• Confident, professional, and observant, with the ability to anticipate needs and take initiative
without waiting to be directed.
• Strong problem-solving skills with a solutions-focused mindset and the judgment to know when to
escalate questions or concerns.
• Agile and adaptable, with the ability to shift priorities while maintaining accuracy, professionalism,
and client service standards.
• Highly organized, detail-oriented, and motivated to get things done efficiently and accurately.
• Strong communication skills, both written and verbal, with the ability to interact professionally with
clients, prospects, advisors, and internal team members.
Compensation
Full benefits, RRSP matching, vacation, and parking.
8:30 a.m. to 4:30 p.m., Monday to Friday, with occasional flexibility for events, seminars, or personal
needs. The firm often works until noon on Fridays in the summer
Journal
Only you can see this. Kept on this device, and in your account when you sign in.