Mortgage Administrative Assistant
5 days ago
This is an opportunity to join a financial planning team within a fast-growing and innovative wealth management firm. Precedence Private Wealth serves clients throughout Canada in all areas of wealth management, providing comprehensive financial planning including insurance, debt planning, accounting and tax advisory and filing, as well as investment services alongside a partnering relationship.
Experience working within a mortgage services environment will be of value.
This is an in-office opportunity at our Saskatoon office location. **We kindly decline any applicants not located in Saskatoon.**
**Duties**:
- Obtain information and facilitating the mortgage process required for mortgage lenders.
- Managing and saving documentation.
- Maintaining the workflow and cash management system of the mortgage tax strategies.
- Assist the Mortgage Specialist with administrative tasks, including meeting scheduling, preparation of documents and maintenance of the file.
- Acting as a liaison with clients and lenders to provide updates and coordinate required information.
- Managing and responding to client inquiries.
Pay: $60,000.00-$72,000.00 per year
**Benefits**:
- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care
Application question(s):
- Are you legally authorized to work in Canada? If yes, please provide a brief description of your work authorization.
**Location**:
- Saskatoon, SK S7K 0E8 (required)
Work Location: In person
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