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Added 3 mins ago
FC
Claims Examiner, Group Life and Disability
First Canadian Financial Group
Sherwood Park, AB
- Full-time
Educational assistance and career development.
Added 3 mins ago
JC
Assistant Manager
JYSK Canada
Mississauga, ON
- $43,000 to $48,000 CAD / year
- Full-time
As the Assistant Manager, you will assist the store management team in instilling the company values and customer promises within your team and in the store through modeling, coaching, and…
Added 3 mins ago
HS
Nurse - Temporary Casual 6 months
Hopewell Support Services
Ariss, ON
- Part-time
Employee Assistant Program coverage for all employees.
Added 3 mins ago
HS
Nurse - Temporary Part Time
Hopewell Support Services
Ariss, ON
- Part-time
Employee Assistant Program coverage for all employees.
Added 3 mins ago
C
Pharmacy Assistant
Cencora
AB · Edmonton, Alberta
- Full-time
…we also offer a variety of training programs, professional development resources, and opportunities to participate in mentorship programs, employee resource groups, volunteer activities,…
Added 3 mins ago
R
Administrative Assistant
RBC
Vernon, BC
- Full-time
The RBC Dominion Securities branch located in Vernon, BC is looking for an Administrative Assistant to provide administrative support to a successful Portfolio Management/advisory Team The…
Added 3 mins ago
UI
Assistant Manager, Finance
Umbrella Incorporated
Toronto, ON
- Full-time
We are looking for an experienced Assistant Manager, Finance to join our growing organization. Working closely with the CFO, this individual will play an important role in managing the…
Added 18 mins ago
FC
Claims Examiner, Group Life and Disability
First Canadian Financial Group
Sherwood Park, AB
- Full-time
Educational assistance and career development.
Added 18 mins ago
C
Full-Time Sales Lead - Stuart Weitzman
Caleres
Halton Hills, ON
- Full-time
Collaborate with Store Manager and Assistant Manager to elevate selling culture.
Added 18 mins ago
Lab Patient Technician
LifeLabs
Saskatoon, SK
…As part of this commitment, LifeLabs prioritizes the ongoing development of our diversity, equity, and inclusion (DEI) program to better serve the needs of our diverse workforce and the…
Added 18 mins ago
L
Lab Patient Technician - Part Time - Penetanguishene, ON
LifeLabs
Penetanguishene, ON
- Part-time
…As part of this commitment, LifeLabs prioritizes the ongoing development of our diversity, equity, and inclusion (DEI) program to better serve the needs of our diverse workforce and the…
Added 18 mins ago
CI
Assistant Store Manager
Carters Inc.
Grande Prairie, AB
- Full-time
As an Assistant Store Manager, you will be the first face of the brand for growing families. You’ll congratulate new parents and grandparents, introduce them to our new baby essentials,…
Added 18 mins ago
GE
Hospitality F&B Assistant Manager
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Involvement and ensure the development of Tsuut’ina Nation members – adhering to values and customs to enrich self-development of each individual.
Added 18 mins ago
GE
Bar Assistant - Stage Bar
Grey Eagle Resort & Casino
Calgary, AB
- Full-time
Attend required meetings, training sessions, and development programs.
Added 18 mins ago
TH
DIRECTEUR ADJOINT DE MAGASIN
The Home Depot Canada
Brantford, ON
- Full-time
Assistant Store Managers (ASMs) are responsible for providing Customers with a convenient and enjoyable shopping experience. They work to create an inviting shopping environment for…
Added 18 mins ago
TH
Assistant Store Manager
The Home Depot Canada
Brantford, ON
- Full-time
Assistant Store Managers (ASMs) are responsible for providing Customers with a convenient and enjoyable shopping experience. They work to create an inviting shopping environment for…
Added 18 mins ago
TI
Claims Assistant
Temple Insurance Company
Toronto, ON
- Full-time
…internal, external and global stakeholders? We are hiring a Claims Assistant in Toronto who will be responsible for responsible for providing strong administrative support to the Temple…
Added 18 mins ago
TA
Onsite English Language Arts Teacher
Think Academy U.S
Toronto, ON
- Full-time
Expert Stage: Recognized for outstanding performance, with eligibility for fully remote teaching, leadership roles, and curriculum development opportunities.
Added 33 mins ago
MA
Director of Public Practice - 4-Day Work Week
McLenehan and Associates Chartered Professional Accountants
Winnipeg, MB
- Full-time
Paid Growth Firm-funded professional development and your annual CPD, covered.
Added 33 mins ago
CU
Executive Assistant to the Chief Corporate Officer
Credit Union Central of Manitoba
Winnipeg, MB
- $62,845.82 to $69,688.2 CAD / year
- Full-time
Reports to: Chief Corporate Officer Dotted-line relationship: Senior Executive Assistant & Governance Administrator
Added 33 mins ago
LS
Part time Supervisor
Levi Strauss & Co.
Calgary, AB
- Part-time
Works with the Store Manager, and/or Associate Manager and Assistant Store Manager(s) to flex store business strategies and meet or exceed established store and individual sales and…
Added 33 mins ago
M
Administrative Assistant
MNP
Truro, NS
- Full-time
Make an impact with our Administration team as an Administrative Assistant. This diverse team of professionals directly contributes to the success of the firm by supporting internal and…
Added 33 mins ago
M
Senior Administrative Assistant
MNP
Toronto, ON
- Full-time
Make an impact with our Administration team as a Senior Administrative Assistant. This diverse team of professionals directly contributes to the success of the firm by supporting internal…
Added 1 hour ago
GD
GARAGE - Sales Assistant Manager - CF Champlain Mall
Groupe Dynamite, Inc Garage
Dieppe, NB
- Full-time
Reporting to the Store Manager, your main focus as Sales Assistant Manager is to assist the Store Manager by providing leadership that optimizes sales results, with specific ownership of…
Added 1 hour ago
LS
Spiritwood High School - Educational Assistant- Temporary FT - #4077368
Living Sky School Division No. 202
Spiritwood, SK
- Temporary
This posting is for a Temporary Full-time (1.0 FTE) Educational Assistant at Spiritwood High School, commencing immediately with a contract end date of January 29, 2029. Educational…

Mallard Wealth Advisors

Administrative Assistant

Saskatoon, SK, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 2, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

Administrative Assistant – Mallard Wealth Advisors (MWA)

Reporting to Derek Kennedy, Senior Wealth Advisor

Objective and Scope

Derek is seeking an Administrative Assistant to provide high-level administrative support and

coordination for his advisory team within the office. This role is responsible for helping manage the day-to-day workflow, prioritizing multiple tasks and projects, and supporting superior client service.

This includes scheduling client meetings, preparing for meetings, including all documentation and

reports and completing timely follow-ups for outstanding tasks.

Responsibilities

Support the Advisors with client and prospect engagement, including scheduling appointments,

preparing meeting materials, tracking next steps, and completing follow-up.

Prepare, complete, and process required paperwork and documentation for client transactions,

account updates, transfers, onboarding, and other advisor-directed activities.

Prepare for client meetings by gathering information, organizing documentation, updating client

files, and ensuring materials are accurate, complete, and ready.

Monitor incoming requests, identify priorities, and help ensure deadlines and client commitments

are achieved.

Contribute to a collaborative, positive, and accountable team environment that supports MWA’s

culture and client experience.

Requirements

Education and Experience

• Post-secondary education or continuing professional development, along with administrative

experience.

Industry experience in financial services, insurance, wealth management, or a related professional

services environment would be beneficial.

Proficiency with Microsoft Office, including Outlook, Word, and Excel, and CRM’s. Experience with

Salesforce is an asset.

Skills and Competencies

Strong administrative coordination skills with the ability to manage multiple priorities, deadlines,

and moving pieces.

Confident, professional, and observant, with the ability to anticipate needs and take initiative

without waiting to be directed.

Strong problem-solving skills with a solutions-focused mindset and the judgment to know when to

escalate questions or concerns.

Agile and adaptable, with the ability to shift priorities while maintaining accuracy, professionalism,

and client service standards.

Highly organized, detail-oriented, and motivated to get things done efficiently and accurately.

Strong communication skills, both written and verbal, with the ability to interact professionally with

clients, prospects, advisors, and internal team members.

Compensation

Full benefits, RRSP matching, vacation, and parking.

8:30 a.m. to 4:30 p.m., Monday to Friday, with occasional flexibility for events, seminars, or personal

needs. The firm often works until noon on Fridays in the summer

Apply About employer

More about this job

Responsibilities

Coordinate advisor and client workflows by scheduling appointments, preparing meeting materials, processing client paperwork, and tracking follow-ups. Monitor incoming requests and deadlines while supporting accurate, timely client service and a collaborative team environment.

Requirements

Post-secondary education or continuing professional development and administrative experience are requested; experience in financial services, insurance, wealth management, or a related professional services setting is beneficial. Candidates should be proficient with Microsoft Office and CRM systems, with strong organizational, communication, prioritization, problem-solving, and adaptability skills; Salesforce experience is an asset.

Skills

Administrative Coordination
Task Prioritization
Scheduling
Meeting Preparation
Document Preparation
Client Service
Follow-Up
Attention to Detail
Organization
Problem-Solving
Communication
Initiative
Adaptability
Microsoft Outlook
Microsoft Word
Microsoft Excel

Benefits

Full Benefits
RRSP Matching
Vacation
Parking

Visa sponsorship

Not detected in the job text

Hiring contact

Derek Kennedy

Keywords

Financial Services
Wealth Management
Insurance
Administrative Support
Client Service
Client Engagement
Prospect Engagement
Appointment Scheduling
Meeting Preparation
Meeting Materials
Client Transactions
Account Updates
Transfers
Client Onboarding
Documentation
Client Files
Deadline Management
Microsoft Office
Microsoft Outlook
Microsoft Word
Microsoft Excel
CRM
Salesforce
RRSP Matching

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