25 meilleures offres (office assistant, regina, sk) (à pourvoir)

Wealth & Insurance Administrative Assistant
Bill Allen Financial Services - Sun Life Regina —Regina, SK
- De 40 000 $ à 60 000 $ par an
- Temps plein
- Microsoft Word
- Microsoft Excel
- Compétences rédactionnelles
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Administrative Assistant
Harvard Developments Corporation —Regina, SK
- Embauche urgente
- Microsoft Word
- Service à la clientèle
- Traitement de texte
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Receptionist/Administrator
Kodiak Property Management Ltd. —Regina, SK
- De 18 $ à 22 $ de l’heure
- Temps plein
- Microsoft Word
- Microsoft Excel
- Service à la clientèle
- Assurance Invalidité
- Assurance Dentaire
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il y a 8 jours
Office Assistant
Alzheimer Society of Saskatchewan —Regina, SK
- De 44 500 $ à 53 400 $ par an
- Temps plein
- Service à la clientèle
- Anglais
- Expérience administrative
- Assurance Dentaire
- Congés payés
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Receptionist (Casual)
Cogir Senior Living —Regina, SK
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Receptionist - Customer Support Center
Brandt —Regina, SK
- Service à la clientèle
- Microsoft Office
- Diplôme d'études secondaires
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Administrative Assistant
Davayo Advertising —Regina, SK
- De 25,00 $ à 29,99 $ de l’heure
- Temps plein
- Microsoft Word
- Microsoft Excel
- Service à la clientèle
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Executive Assistant 20260622.01
Hope's Home Inc —Regina, SK
- De 44 733 $ à 60 522 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Programmes de Bien-être
- Assurance Invalidité
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Team Administrative Assistant
KPMG —Regina, SK
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
il y a 1 jour
Administrative Assistant
MNP —Regina, SK
- Microsoft Powerpoint
- Microsoft Excel
- Expérience administrative
Administrative Assistant
Vipond Inc. —Regina, SK
- Bilingue
- Microsoft Word
- Microsoft Excel
il y a 1 jour
Receptionist
Dignity Memorial —Regina, SK
- Temps partiel
- Microsoft Office
- Expérience administrative
- Diplôme d'études secondaires
Postuler rapidement
il y a 2 jours
Medical Receptionist
Eye Care Specialists of Saskatchewan —Regina, SK
- De 17,50 $ à 24,00 $ de l’heure
- Temps plein
- En présentiel
- Epic
- Terminologie médicale
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 2 jours
Administrative Assistant
Brandt —Regina, SK
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Postuler rapidement
il y a 10 jours
Bookkeeper/Administrative Assistant
Natural Connections Early Learning Center —Regina, SK
- De 16,50 $ à 21,00 $ de l’heure
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Postuler rapidement
il y a 2 jours
Office Administrator/Bookkeeper
North Forty Fine Furniture 2015 Ltd. —Sherwood No. 159, SK
- De 22 $ à 27 $ de l’heure
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
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Receptionist
Sunle nail spa —Regina, SK
- De 15,50 $ à 17,00 $ de l’heure
- Temps partiel
- Microsoft Word
- Microsoft Excel
- Service à la clientèle
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il y a 10 jours
Administrative Assistant
Gabriel Housing Corporation —Regina, SK
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
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Remote Customer Service / Receptionist
Qureos Inc —Saskatchewan Beach, SK
- Télétravail
- Service à la clientèle
- Recherche
- Diplôme d'études secondaires
- Heures d'arrivée et de départ flexibles
il y a 1 jour
Receptionist
OMNI MEDICAL —Regina, SK
- De 15,57 $ à 18,59 $ de l’heure
- Temps partiel
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Assurance Dentaire
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Remote Virtual Executive Assistant
Zirtual —Regina, SK
- De 500 $ à 3 500 $ par an
- Contrat
- Télétravail
- Bilingue
- Espagnol
- Microsoft Outlook
Postuler rapidement
il y a 1 jour
Executive Assistant
Auto Electric Service —Regina, SK
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
il y a 9 jours
Administrative Coordinator/Program Coordinator
Paul Davis Restoration of Regina SK —Regina, SK
- De 16 $ à 19 $ de l’heure
- Temps plein
- Diplôme d'études secondaires
Postuler rapidement
il y a 14 jours
Receptionist/Administrative Assistant
ServcoCanada —White City, SK
- De 16 $ à 24 $ de l’heure
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 2 jours
Auto Body Office Administrator / SGI Repair Coordinator
MD Auto —Regina, SK
- De 18 $ à 30 $ de l’heure
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : office assistant (regina, sk)

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Wealth & Insurance Administrative Assistant

Bill Allen Financial Services - Sun Life Regina
Regina, SK

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Détails du poste

Permanent | Temps plein

Compétences

Microsoft Word
Microsoft Excel
Compétences rédactionnelles
Anglais
Microsoft Office
Expérience administrative
Diplôme d'études secondaires
Gestion de bureau
Compétences en communication
Gestion du temps

Description complète du poste

Wealth & Insurance Administrative Assistant

For 30 years, my team has helped Small Businesses and Families: Build Wealth; Reduce Taxes; and Protect their Families. We are looking for additional support to maintain and enhance the financial services we deliver to our Regina and Surrounding Area Clients.

Position Overview

We are seeking an energetic, vibrant, and highly detail-oriented Wealth & Insurance Administrative Assistant to serve as the operational backbone of our practice. Located in east Regina. This is a full-time, in-office position. This dual-focus role handles client communications, processes mutual fund and insurance transactions, manages compliance records, and oversees daily office operations. You will directly support our financial advisors, ensuring a positive, high-energy experience for our clients and complete regulatory compliance

Key Responsibilities

1. Mutual Fund & Wealth Operations

Prepare account opening forms, transfer requests, and Know Your Client (KYC) updates.
Process mutual fund, GIC, and segregated fund transactions (purchases, redemptions, switches).
Coordinate money movements, including switches, transfers, deposits and withdrawals.
Troubleshoot transaction discrepancies directly with head office compliance and fund companies.

2. Life Insurance Administration

Prepare, audit, and submit applications for life, disability, and critical illness insurance.
Track pending policies through underwriting, coordinating medical exams and advisor requirements.
Manage in-force policies, processing beneficiary updates, banking changes, and term conversions.
Facilitate client claims processes by collecting and submitting required documentation.

3. Client Experience & Office Management

Act as the first point of contact for client inquiries regarding statements, values, and fund processes.
Schedule client review meetings, prepare agendas, and build advisor meeting files.
Update and maintain the client database to ensure accurate contact logs and task management.
Maintain strict confidentiality protocols adhering to industry privacy regulations.

Qualifications & Requirements

Experience: 1–3 years of administrative experience within a financial planning, wealth management, or insurance brokerage environment.
Licensing: Hold—or be actively working toward completing—the Canadian Investment Funds Course (CIFC/IFIC) and the Life Licence Qualification Program (LLQP).
Technical Skills: Proficiency with MS Office Suite (Excel, Word, File Manager) and experience navigating financial CRMs

Core Competencies

Energy & Vibrancy: Brings a dynamic, enthusiastic attitude to the daily workflow and client interactions.
Sharp Attention to Detail: Demonstrates flawless precision in processing financial documentation, tracking compliance, and minimizing transaction errors.
Communication: Exceptional verbal and written communication skills with a warm, engaging approach.
Organization: Strong time-management capabilities, multitasking skills, and highly structured work habits.
Curiosity: The work we do can change lives. Seeking to understand the products and people we serve will lead to a fascinating and rewarding career in Financial Services.

Compensation & Benefits

Salary: Competitive and negotiable based on experience and education.
Benefits: Comprehensive package available

Job Types: Full-time, Permanent

Pay: $40,000.00-$60,000.00 per year

Education:

Secondary School (required)

Experience:

client service: 1 year (preferred)

Licence/Certification:

MFDA License (preferred)

Work Location: In person

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : office assistant (regina, sk)

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