Financial and Office Service Coordinator

2 weeks ago

Regina, Canada Park Capital Management Full time

**Duties and responsibilities**

1. Establish, maintain, process and update clients files, records, databases and other documents in the office.

2. Welcome visitors and clients to the office, answering phone calls, taking and delivering messages, arrange meetings, schedules, and appointments.

3. Provide assistance to Dealing Representatives, Financial Advisors and Portfolio Managers. Complete account opening documentation for personal and corporate accounts, and provide access to accounts online.

4. Submit transfer forms and update monthly payments as required, prepare statements, and create financial spreadsheets to present to clients.

5. Enter all receipts and company expenditures using Quickbooks. Run reports and prepare payroll and GST remittances.

6. Process quarterly statements and calculate fees. Work with National Bank and provide them the information needed.

8. Perform other related duties as assigned.

**Competencies**

1. An undergraduate degree in Finance or Business Administration

2. A minimum of three years of work experience in an Financial investment company or an administrative environment

3. Fluent in both English and Chinese

4. Experience working in a professional capacity internationally will be an asset

5. Strong written and verbal communication skills

6. Strong organizational skills with attention to detail

7. Knowledge of writing official letter, contracts, agreements and reports

8. Ability to maintain confidentiality and handle sensitive matters

**Job Types**: Full-time, Permanent

Pay: $57,525.00-$63,180.00 per year

**Benefits**:

- Dental care
- Paid time off

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

**Experience**:

- Front desk: 1 year (preferred)
- financial sector: 5 years (preferred)

**Language**:

- Mandarin (required)

Work Location: In person

Expected start date: 2025-02-01

  • Office Coordinator

    13 minutes ago

    Regina, SK SS W, Canada Wolfond Financial Full time

    Job SummaryWolfond Financial is growing, and we are looking for a friendly, organized, and confident Office Coordinator/Director of First Impressions to join our Regina team. As the first point of contact for clients, partners, and visitors, this role plays a meaningful part in shaping a warm and professional client experience. You will also support the...

  • Financial Services Officer

    1 week ago

    Regina, Canada Luther College Full time

    **Key Responsibilities** **Student Billing & Receivables - High School** - Maintain accurate student accounts using Financial Edge accounting software - Provide clear, respectful, and timely communication with families regarding account status - Record tuition, boarding, and extracurricular charges; process payments - Track and manage payment plans for...

  • Financial Officer

    27 minutes ago

    Regina, Saskatchewan, Canada National Circle for Indigenous Agriculture and Food Full time

    Job SummaryThe National Circle of Indigenous Agriculture and Food (NCIAF) is seeking an experienced and dedicated Financial Officer to help our organization reignite the role of Indigenous Peoples in agriculture and food, through knowledge sharing and supporting business creation, while honoring First Peoples, their lands, and Mother Earth. This role will...

  • Administrative Assistant

    7 days ago

    Regina, Canada MKS Financial Services Inc. Full time

    MKS Financial Services, located in Regina, Saskatchewan, is known for helping protect the financial well-being of families, businesses, and employees. We are looking to add one (1) administrative professional to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. We are looking for someone proactive...

  • Administrative Assistant

    2 weeks ago

    Regina, Canada MKS Financial Services Inc. Full time

    MKS Financial Services, located in Regina, Saskatchewan, is known for helping protect the financial well-being of families, businesses, and employees. We are looking to add one (1) administrative professional to our team. Preference will be given to someone with experience in the life insurance and/or investment industry. We are looking for someone proactive...

  • Manager - Accounting Services Group

    2 weeks ago

    Regina, Canada The Corner Office Full time

    The Corner Office CFO (TCO) is a leading outsourced accounting and CFO service provider based in Regina, Saskatchewan, serving clients across Canada. We go beyond the numbers by partnering with small and medium-sized businesses, not-for-profits, and government entities to provide innovative financial solutions and expert guidance. We’re passionate about...

  • Financial Services Officer

    2 weeks ago

    Regina, Canada Park Capital Management Full time

    Education: Bachelor's degree - Experience: 5 years or more - **Asset languages**: - Mandarin - ** Work setting**: - Urban area - ** Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals - Network to develop business relations, promote the sale of...

  • Financial Services Officer

    7 days ago

    Regina, Canada Park Capital Management Full time

    Education: Bachelor's degree - Experience: 5 years or more - **Asset languages**: - Mandarin - ** Work setting**: - Urban area - ** Tasks**: - Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals - Network to develop business relations, promote the sale of...

  • Manager - Accounting Services Group

    39 minutes ago

    Regina, Saskatchewan, Canada The Corner Office Full time

    The Corner Office CFO (TCO) is a leading outsourced accounting and CFO service provider based in Regina, Saskatchewan, serving clients across Canada. We go beyond the numbers by partnering with small and medium-sized businesses, not-for-profits, and government entities to provide innovative financial solutions and expert guidance.We're passionate about our...

  • Office Administrator

    1 week ago

    Regina, Canada Atlas Office Solutions Full time

    **Duties and Responsibilities** - Oversee daily office operations and ensure efficient workflow. - Manage front desk responsibilities, including dispatching supplies and technicians for fieldwork. - Familiarity with accounting software (QuickBooks) as we transitioned to our new software almost a year ago. - Handle vendor management, including negotiating...