Mutual Fund Licensed Administrative Assistant

MKS Financial Services, Inc.; Regina; On-site; CAD 50,000 - 60,000; Full time

Job summary

A leading financial services company in Regina is seeking a Mutual Fund Licensed Administrative Assistant. This role requires someone proactive, detail-oriented, and skilled in communication to deliver exceptional client services. The salary ranges from $50,000 to $60,000 per year, depending on experience. Interested candidates should apply by Nov 14, 2025.

Qualifications

• Must have strong verbal and written communication skills.
• Attention to detail and accuracy is crucial.
• Ideally have experience in Financial Services.

Responsibilities

• Assist with paperwork regarding investment accounts.
• Maintain records of client interactions via CRM.
• Professionally respond to client inquiries via phone and email.

Skills

Communication skills

Detail-oriented

Relationship-building

Project management

Proficient in Microsoft Office Suite

Education

Mutual fund license (CIFC or IIROC)

Administrative experience in an office environment

Tools

CRM systems

Job description

Overview

MKS Financial Services, located in Regina, Saskatchewan, is known for helping protect the financial well-being of families, businesses, and employees. We are looking to add one (1) Mutual Fund Licensed Administrative Assistant to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. We are looking for someone proactive and detail-oriented with great communication skills and a drive for delivering an exceptional client experience. As a member of the team, you will need to have strong relationship-building skills, and a drive for continual improvement for yourself and client services.

Key Responsibilities

• Assist with paperwork regarding all types of investment accounts
• Assist with mutual fund processing and follow up, including account openings, processing deposits and redemptions, submitting trades and switches, PAC changes, and etc.
• Maintain a record of client interactions via CRM
• Perform general office duties such as mail, scanning, filing, and computer updates
• Prepare monthly reports
• Other duties as assigned

Client Services

• Keep the client up to date during the account opening process and follow up with the client as needed
• Keep the CRM up to date with meeting notes, phone conversations, and actions taken
• Complete beneficiary changes, address changes, redemptions, deposits, trades, switches, PAC changes, and etc.
• Prep documents for upcoming meetings
• Professionally respond & assist clients who inquire via phone call and/or e-mail

The Ideal Candidate

• Must have administrative experience in an office environment
• Must have their mutual fund license (CIFC or IIROC) or is willing to obtain
• Have strong project management skills with prioritization and anticipation of needs
• Have strong verbal and written communication skills
• Is patient and composed under pressure
• Has strong attention to detail, thoroughness, and accuracy
• Be proficient in Microsoft Office Suite of Tools, Internet usage and Contact Management System
• Have strong knowledge of technology systems and applications
• Knowledge of segregated funds/mutual funds would be an asset
• Ideally have experience in Financial Services, but lack thereof can be overcome with a strong willingness to learn and develop

Salary & How to Apply

Salary is $50,000 - $60,000/yr, but is negotiable based on experience.

If you are interested in becoming a Mutual Fund Licensed Administrative Assistant at MKS Financial Services, please apply with a cover letter and resume by Nov 14, 2025. We look forward to working with you!

We thank all applicants for their interest in this opportunity; however, only those selected for an interview will be contacted.