Join the renowned McFaull Financial as a Licensed Financial Administration Assistant in Saskatoon. This full-time position blends administrative expertise with exceptional client service.
At McFaull Financial, established in 1955, the Licensed Administrative Assistant will play a vital role in supporting the Advisory Team. This role requires a proactive approach, handling client and prospect meetings, managing account documentation, and ensuring an efficient office setting. You must be skilled in Microsoft Office Suite, possess excellent organization skills, and have a friendly communication style.
Key Responsibilities:
• Coordinate and prepare for client meetings effectively
• Administer account opening documentation and onboarding
• Provide proactive support for client inquiries
• Maintain client accounts with timely follow-up
• Assist with daily office administrative tasks
Requirements:
• 3-5 years of administration experience required
• Proficiency in ...