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Financial Administrative Assistant

3 months ago


Regina, Canada Wolfond Financial Full time

Wolfond Financial is looking for an Experienced Administrative Financial Assistant to join our team. You will support a growing practice and a successful team of advisors.

What you’ll do

  • Prepare documents for advisors’ client meetings.
  • Process purchases, withdrawals, switches, and external transfers
  • Follow-up tracking on processed transactions with external fund companies.
  • Monitor trades, systematic withdrawals and preauthorized contributions
  • Investigate issues with fund companies, nominee platforms and the Canada Revenue Agency
  • File physical and electronic documents
  • Enter notes and process transactions in online system.
  • Process client signatures using e-signature software.
  • Follow compliance rules.
  • Back-up office reception
  • Other office administrative support as needed

What you bring to the table

  • High attention for detail

· Strong written and verbal communications skills

  • Superior problem-solving capabilities
  • Ability to prioritize work in a fast-paced environment

· Excellent organizational, time management and multi-tasking skills

  • Existing financial knowledge (i.e. RSP, TFSA, RIF, etc.)
  • Meeting advisors’ and clients’ deadlines
  • Demonstrated client service skills

· Ability to work independently and as a member of a team

· Post secondary education in office administration or a related field, 1 to 3 years of job-related work experience, including managing and maintaining files, or an equivalent combination of education and experience

What you can expect

More than a paycheque, Wolfond Financial is proud to offer customized compensation for our team members. With a focus on health and wealth, we provide an exceptional benefits package that supports our culture and fosters work-life balance.

Our benefits program offers perks that allow you to thrive at work and outside of the office. Be rewarded with generous paid time off including flex days on top of vacation, an RRSP matching program, voluntary savings products, bonus program eligibility, health and dental benefits, mental health resources, professional development assistance, learning opportunities through direct mentorship, a flexible ‘Dress For Your Day’ environment and more

· Work will be performed in our Regina office.

  • · This is a full-time role, Monday to Friday 8am to 430pm.
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Exponential Interactive, Inc d/b/a VDX.tv

Data collected and processed: Device identifiers, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Probabilistic identifiers, Precise location data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Probabilistic identifiers, Precise location data

Data collected and processed: Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, IP addresses, Non-precise location data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Device identifiers, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Probabilistic identifiers

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Probabilistic identifiers, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Device identifiers, Device characteristics, IP addresses, Non-precise location data, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device characteristics, IP addresses, Non-precise location data, Browsing and interaction data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Device characteristics, Non-precise location data, Browsing and interaction data

Data collected and processed: Device identifiers, IP addresses, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Browsing and interaction data, Probabilistic identifiers

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, IP addresses

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Precise location data

Data collected and processed: Device identifiers, Privacy choices, IP addresses, Browsing and interaction data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, IP addresses, Non-precise location data, Browsing and interaction data, Probabilistic identifiers

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Probabilistic identifiers, Precise location data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Precise location data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Precise location data

Data collected and processed: Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Probabilistic identifiers

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Probabilistic identifiers, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Precise location data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Device identifiers, Device characteristics, IP addresses, Non-precise location data, Browsing and interaction data

Data collected and processed: Device identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Probabilistic identifiers, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Users’ profiles

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: IP addresses

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Privacy choices, IP addresses

Data collected and processed: Device characteristics, Privacy choices, IP addresses, Non-precise location data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Integral Ad Science (incorporating ADmantX)

Data collected and processed: Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data

Data collected and processed: Authentication-derived identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Device identifiers, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Precise location data

Data collected and processed: Non-precise location data

Data collected and processed: Device identifiers, Device characteristics, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Precise location data

Data collected and processed: Device characteristics, IP addresses, Non-precise location data, Browsing and interaction data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Browsing and interaction data

Data collected and processed: Device identifiers, Device characteristics, IP addresses, Precise location data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, Browsing and interaction data, Users’ profiles

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Browsing and interaction data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Precise location data

Data collected and processed: Device identifiers, Device characteristics, IP addresses, Non-precise location data, Browsing and interaction data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Device characteristics

Data collected and processed: IP addresses, Non-precise location data

Data collected and processed: Device characteristics, IP addresses

Data collected and processed: Device identifiers, IP addresses

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Device identifiers, Device characteristics, IP addresses, Non-precise location data, Probabilistic identifiers

Data collected and processed: Device characteristics

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data

Data collected and processed: Device characteristics

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Precise location data

Data collected and processed: Device identifiers, Privacy choices, IP addresses, User-provided data, Browsing and interaction data, Users’ profiles

Adobe Audience Manager, Adobe Experience Platform

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Precise location data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers, Precise location data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Probabilistic identifiers, Precise location data

Data collected and processed: Device identifiers, Device characteristics, IP addresses, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Browsing and interaction data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, User-provided data, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Device identifiers, Privacy choices, IP addresses, Non-precise location data, Users’ profiles

Data collected and processed: Device identifiers, Device characteristics, IP addresses, Browsing and interaction data, Probabilistic identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles, Probabilistic identifiers

Data collected and processed: IP addresses, Non-precise location data

Data collected and processed: IP addresses

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data, Users’ profiles

Data collected and processed: Device identifiers, Device characteristics, IP addresses, Non-precise location data

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, Privacy choices, IP addresses, Non-precise location data, Browsing and interaction data

Data collected and processed: Device identifiers

Data collected and processed: Device identifiers, Device characteristics, Privacy choices, IP addresses, Browsing and interaction data

Data collected and processed: Device characteristics, Privacy choices, IP addresses

Data collected and processed: Authentication-derived identifiers, Device identifiers, Device characteristics, IP addresses, Non-precise location data, Browsing and interaction data, Probabilistic identifiers, Precise location data

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