Mutual Fund Licensed Administrative Assistant

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 our team, you will be responsible for providing administrative support to our Financial Advisors and their clients. **Responsibilities:** * Prepare client meeting materials, including investment reports, presentations, and other relevant documents. * Process client applications, account updates, and other required paperwork accurately and efficiently. * Manage client files, ensuring all information is up-to-date and organized. * Respond to client inquiries via phone and email in a timely and professional manner. * Assist with the preparation and submission of investment trades. * Maintain compliance with all regulatory requirements. * Provide general administrative support to the team, including scheduling appointments, managing mail, and ordering supplies. **Qualifications:** * Mutual Fund License is required. * Experience in the financial services industry, particularly in investments, is an asset. * Strong organizational and time-management skills. * Excellent communication and interpersonal skills. * Proficiency in Microsoft Office Suite (Word, Excel, Outlook). * Ability to work independently and as part of a team. * Detail-oriented and accurate with a strong work ethic. * Experience with CRM software is an asset. **What We Offer:** * Competitive salary * Comprehensive benefits package, including health, dental, and vision insurance * Opportunity for professional development and growth * Positive and supportive work environment