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Junior Investment Support Administration

Saskatoon, SK S7H 0A1

Employment Type: Permanent Industry: Professional Services Job Number: 40773328 Pay Rate: $40000 / year

Job Description

Indigenous Junior Investment Support Administration

Full time Perm opportunity
$40,000 to start
Saskatoon, Saskatchewan 
First Nations Company in Saskatoon, paying tax-exempt for First Nations candidate.

Indigenous candidates preferred

Are you interested in a career with huge growth potential? Working with a fantastic company learning about individual investments?  Are you driven and love networking? Our client is looking for a highly organized and motivated Indigenous Individual to Support their team. If you thrive in a fast-paced, collaborative environment and are passionate about administrative support in the insurance industry, this could be the perfect role for you. You will play a key role in managing client accounts, assisting with documentation, and supporting individual account executives. With a clear path for growth, this position offers opportunities to develop your skills and advance toward becoming licensed in time, specializing in individual investment products. 

Job Duties and Tasks 

• Pre-fill and review individual investment forms to ensure accuracy and completeness of client information. 
• Proactively follow up with clients to gather missing documentation and provide updates on account status. 
• Collaborate with individual account executives to ensure efficient account management and smooth processing. 
• Handle client inquiries related to individual investments and products, both via phone and email. 
• Assist in resolving discrepancies in investment accounts and work with clients and account executives to reconcile issues. 
• Identify and implement process improvements to streamline documentation and enhance client communication. 

Skills 

• Detail-oriented with the ability to manage multiple tasks and priorities 
• Strong organizational and communication skills 
• A natural relationship builder 
• Knowledgeable of Indigenous Culture and Communities 
• Knowledge in Individual Investment Products is an asset 

Qualifications 

• You are a team player, client focused and willing to try new things. 
• You have experience working with client documentation, data entry, and handling sensitive information with confidentiality.  

 Other

• Group Benefits and Pension 
• Growth and Training
• Education covered for certification

 **We thank all applicants for applying, however only those considered for an interview will be contacted directly**

Spirit Omega is committed to a diverse and inclusive workplace. We welcome applications from anyone, including members of visible minorities, women, Indigenous peoples, persons with disabilities, persons of minority sexual orientations and gender identities, and others with the skills and knowledge to productively engage with diverse communities.

Looking for more opportunities? Check out our website at jobs.spiritomega.com

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Meet Your Recruiter

Dana Ahenakew Andres

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About Saskatoon, SK

Start your career journey in Saskatoon, Saskatchewan - where endless opportunities await! Known as the 'Paris of the Prairies,' Saskatoon boasts a vibrant arts scene, delectable local cuisine, and a welcoming community spirit. With iconic landmarks such as the stunning Bessborough Hotel, the impressive Remai Modern art gallery, and the lively Broadway Theatre, Saskatoon offers the perfect blend of culture and charm. Home to the Saskatchewan Rush lacrosse team and the Saskatoon Blades hockey team, sports enthusiasts will find plenty to cheer about here. Explore the Meewasin Valley trails along the South Saskatchewan River or enjoy a peaceful afternoon at the beautiful Saskatoon Forestry Farm Park & Zoo. Discover your dream job in this dynamic city - browse our job listings today!
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