Wealth Management Administrative Associate
Wealth Management Administrative Associate
Posted on :
26-04-2025
Employer Active
1 Vacancy
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Job Description
Join the momentum of what Virtus Group has started. We are seeking a clientfocused team member to join our Virtus Private Wealth division. Be a part of a growing passionate forwardthinking team. Were looking for a Wealth Management Administrative Associate in our Saskatoon office to help us elevate the client experience and support the foundation of our operations.
This isnt a typical admin role it is an opportunity to contribute meaningfully to a firm where your ideas matter your problemsolving skills shine and your growth is nurtured.
What youll bring to the team
- 35 years of administrative experience ideally in a wealth management or financial services environment.
- Proven client service excellence friendly efficient and solutionsfocused.
- Expertise in Microsoft Office (Excel Word Outlook) and familiarity with client relationship management (CRM) platforms.
- Strong verbal and written communication skills.
- High attention to detail and excellent time management skills.
- Desire to grow with the division and continue to develop professionally.
- A keen interest in financial planning and investment management.
- The drive to evolve into an elevated role in the future.
How youll support our clients and professional team
- Manage client account openings and transfers.
- Provide daytoday client servicing including account maintenance deposits and handling inquiries.
- Assist with financial planning workflows and documentation.
- Support insurance processing and documentation.
- Maintain internal and external calendars scheduling and preparing for client meetings.
- Oversee invoice tracking and account fee billing.
- Create and manage internal and external reports.
- Help design and improve tracking systems and admin processes.
Why join our team
- Join a tightknit entrepreneurial team where youll be heard valued and supported.
- Be part of a growing division with room to make your mark and grow your career.
- Work culture that prioritizes initiative personal development and team wins.
- Mentorship and training provided your attitude and fit are more important than credentials
- Help build something meaningful one client experience at a time.
Intrigued Apply directly through our careers page or contact with questions.
About Virtus Group
Virtus Groups purpose is to help people. Our story started with one man one spark and a commitment to virtue and helping Saskatchewan businesses and the community for over half a century. As the largest independent accounting and business advisory firm in Saskatchewan we have the resources to manage the most challenging complex client work while maintaining the flexibility and agility to make all decisions quickly and inhouse.
Virtus Group is the largest Saskatchewanowned Chartered Professional Accounting and Business Advisory firm with offices in Saskatoon Regina and Estevan.
Required Experience:
IC
Employment Type
Full-Time
Key Skills
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