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Added 8 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
SK · Saskatchewan, Canada
- Full-time
Build the Future With Us – Step into a role where your project leadership truly shapes outcomes. As a Senior Project Manager, you’ll take ownership of complex, meaningful projects supported…
Added 8 mins ago
MF
Commercial Sales Training Manager
McCain Foods
Toronto, ON
- Full-time
…Foodservice, QSR, Key Accounts, and Retail channels. Reporting to the Senior Director, Strategy & Execution – Foodservice, this individual contributor role sits at the intersection of…
Added 8 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
Winnipeg, MB
- Full-time
Build the Future With Us – Step into a role where your project leadership truly shapes outcomes. As a Senior Project Manager, you’ll take ownership of complex, meaningful projects supported…
Added 8 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
Saskatoon, SK
- Full-time
Build the Future With Us – Step into a role where your project leadership truly shapes outcomes. As a Senior Project Manager, you’ll take ownership of complex, meaningful projects supported…
Added 8 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
Calgary, AB
- Full-time
Build the Future With Us – Step into a role where your project leadership truly shapes outcomes. As a Senior Project Manager, you’ll take ownership of complex, meaningful projects supported…
Added 8 mins ago
PS
Sales Director (Toronto)
Productive Shop
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
Own forecasting, pipeline reporting and CRM accuracy.
Added 8 mins ago
LC
Business Development Sr. Manager-Warehouse as a Service
Loblaw Companies Limited
Brampton, ON
- Full-time
Added 8 mins ago
WI
Senior Technical Manager, Project Management
WSP in Canada
AB · Edmonton, AB
- Full-time
Build the Future With Us – Step into a role where your project leadership truly shapes outcomes. As a Senior Project Manager, you’ll take ownership of complex, meaningful projects supported…
Added 23 mins ago
F
Events Manager
Fasken
AB · Vancouver, BC · Ottawa, ON · Toronto, ON · Calgary, AB
- Full-time
Reporting to the Senior Director, Communications, the Events Manager is accountable for the design, development and delivery of Fasken’s Firmwide events strategy and its internal events…
Added 38 mins ago
Director, Corporate Compliance & Enterprise Risk
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
A recognized professional designation in enterprise risk management or compliance designation, such as CRM, CRMA, RIMS-CRMP, an IRM qualification, o
Added 38 mins ago
Director, Corporate Compliance & Enterprise Risk
Toronto Community Housing or Toronto Seniors Housing
Toronto, ON
Added 38 mins ago
ZS
Senior Zendesk Developer Implementation Specialist
Zodiac Solutions, Inc
Waterloo, ON
- Full-time
Senior Zendesk Developer / Implementation Specialist
Added 53 mins ago
AC
Senior Manager, Guest Communication & Engagement
Armstrong Collective
Vancouver, BC
- Full-time
Reporting to the Director, Guest Engagement & Experience Design, the Senior Manager, Guest Communication & Engagement is responsible for the strategy, governance, delivery, and continuous…
Added 53 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
Senior Proposal Specialist
EBC Inc.
Mississauga, ON
with senior members of both the EBC national and local teams to provide support
Added 1 hour ago
BR
Brand Manager
BarBurrito Restaurants Inc.
Toronto, ON · North York, ON
- Full-time
Ensure national campaigns translate seamlessly across restaurant, digital, CRM, third-party delivery and other customer touchpoints.
Added 1 hour ago
CI
Director of Marketing, Defence
Calian in Space & Technology
Ottawa, ON
- Full-time
Reporting to the Senior VP, Marketing and Corporate Communications, this role is part of the Marketing & Commercialization team and works closely with Defence leadership, Government…
Added 1 hour ago
Territory Manager - Builder Division
Enercare
Calgary, AB
Reporting to the Senior Manager of Sales, the Territory Manager will be a vital member of the Builder Team and will be ultimately responsible for managing Enercare’s relationship with…
Added 1 hour ago
NF
Senior Commercial Underwriter, Construction, Endorsements and renewals
Northbridge Financial Corporation
Montreal, QC
- Full-time
What it’s like to be a Northbridge Senior Commercial Underwriter, Construction, Endorsements and renewals?
Added 1 hour ago
MW
Administrative Assistant
Mallard Wealth Advisors
Saskatoon, SK
- Full-time
Reporting to Derek Kennedy, Senior Wealth Advisor
Added 1 hour ago
RI
Senior Investor Relations Associate
Romspen Investment Corporation
Toronto, ON
- Full-time
The Senior Investor Relations Associate is a key member of our Investor Relations team, responsible for providing exceptional service to our investors. This role involves managing investor…
Added 1 hour ago
Y
Sales Development Representative - Outbound B2B
YuJa
Toronto, ON · North York, ON
- $60,000 to $70,000 CAD / year
- Full-time
Use Salesforce CRM to maintain accurate account details and contact information
Added 1 hour ago
VA
Senior Marketing Manager – Go to Market | Chef principal du Marketing – Mise en marché
Vortex Aquatic Structures International
Pointe-Claire, QC
- Full-time
Vortex is looking for a Senior Marketing Manager – Go to Market to turn market opportunities, customer insights and business priorities into focused strategies that drive growth.
Added 1 hour ago
W
Growth and Demand Marketing Manager
Waabi
Toronto, ON
- $138,000 to $198,000 USD / year
- Full-time
Develop and execute lifecycle marketing programs - including nurture tracks and email campaigns - that guide senior technology decision makers in logistics through awareness, consideration,…
Added 1 hour ago
Technical Advisor, Application Development
National Research Council Canada
Ottawa, ON
…traditional Case Management applications into one enterprise CRM solution. This solution leverages the Microsoft Platform (D365, Microsoft Portals, MS Power BI) with various third-party…

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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