Wealth Assistant

Autismservices; Regina; On-site; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Competitive salary

Opportunity for bonus

Training opportunities

Parking

Job summary

Autismservices in Regina is looking for a dedicated Wealth Assistant to join their financial services team. This role involves providing administrative support, fostering client relationships, and assisting the Senior Financial team in managing operations.

The ideal candidate will have post-secondary education in business, accounting, or finance, and should possess relevant experience in the financial services industry. The position offers a competitive salary, training opportunities, and potential bonuses, making it a great long-term career choice.

Qualifications

• Previous experience in financial services/banking industry preferred.
• Motivated and positive personality with a strong commitment to client service.
• Able to handle sensitive client issues professionally.

Responsibilities

• Provide administrative support to the Senior Financial team.
• Support existing client relationships.
• Assist in growing and managing the organization.

Skills

Client relationship support

Attention to detail

Adaptability

Business professionalism

Education

Post‑secondary education in business, accounting, or finance

Job description

Application Information

As Wealth Assistant, you will be part of a growing Regina Financial Services organization and team of specialists who have earned a reputation of integrity and trusted financial advice.

If you enjoy a role that utilizes your skills in providing administrative, office and client relationship support, this may be ideal for you! This is a long‑term career role with lots of opportunity for training and progression.

As Wealth Assistant, you will work closely with the Senior Financial team to support existing client relationships, provide administrative support and assist them in growing and managing the organization.

Qualifications

You will bring the following qualifications and attributes:

• Post‑secondary education in business, accounting, or finance.
• Relevant financial services/banking industry experience is preferred.
• Willing and committed to grow your career. Career driven, committed to ongoing industry training.

Motivated and positive personality with a strong commitment to client service. Able to deal with monetary and sensitive client issues in a professional and confidential manner.

Core Competencies

• Competency, accuracy and attention to detail.
• Accountability.
• Adaptability.
• Business professionalism with vision and some entrepreneurial spirit. You will be a vital part of facilitating an open, honest and collaborative team environment.
• Willing to learn and committed to continuous education and personal development.

Benefits

Competitive salary plus opportunity for bonus, training, parking and more.