Operations Administrator

3 days ago

Saskatoon, Canada Precedence Private Wealth Full time

**Job Overview**
This is an opportunity to join a fast-growing and innovative wealth management firm.

Precedence Private Wealth serves clients throughout Canada in all areas of wealth management, full financial planning including insurance, debt planning, tax advisory and tax filing.

This is an opportunity to assist and work closely with the owner of the company with operational duties and special projects. There will be little to no direct client interaction. Communication would be geared towards employees and business associates.

**Skills**

**Experience**
- 3- 5 years of administration experience
- Proficiency with of excel, word, Adobe, DocuSign and be adaptable to new software
- Knowledge of payroll duties, workers compensation, CPP, group benefits
- Located in Saskatoon, Sk

**Administrative Duties**
- Team meeting management
- Annual Financial Forum and holiday party planning
- Client Portal inquiries and management
- Gifts and errands
- Office and supply management
- Travel arrangements
- Business vendor relationships
- Calendar and CRM management
- Assisting with coordination of social media projects
- Special projects

**Payroll and Human Resource Duties**
- Payroll preparation and execution
- T2200 management for employees
- Workers Compensation
- Group Benefits
- Employee onboarding and support

**Billing and Expense Management**
- Paying expenses
- Receipt management
- PST and GST

**Licensing and Registration Management**
- Insurance licensing
- Corporate registry
- E&O and cyber Insurance
- Other licensing, designation, continuing education

**Seasonal Business Support**
- Seasonal project management of business lines. Throughout the year, several business lines require seasonal support and management from an operational point of view, including financial planning, tax, and insurance.

Pay: $72,000.00-$84,000.00 per year

**Benefits**:

- Dental care
- Disability insurance
- Extended health care
- Life insurance
- RRSP match

**Location**:

- Saskatoon, SK S7K 0E9 (required)

Work Location: In person

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