Administrative Processor

**Company**: Mallard Wealth Advisors

**Location**: Saskatoon, Saskatchewan (Full Time, Employee, In-Office)

**About Us (Why Mallard Wealth)**:
Welcome to Mallard Wealth Advisors **(“Mallard Wealth”)** Mallard Wealth is dedicated to enhancing our clients' financial independence by delivering highly customized and integrated wealth management services. We are an independent, comprehensive, and integrated financial advising firm based in Saskatoon, and we proudly serve all of Western Canada.

Working with us offers numerous benefits. You’ll join us in our office in Saskatoon, overlooking the beautiful North Saskatchewan river, with underground parking provided. Here, you’ll have the opportunity to gain hands-on experience with a wide range of financial services and systems, enhancing your expertise in wealth management operations. You’ll join a team of highly skilled professionals who collaborate to help clients build wealth, and provide tax-efficient, risk-mitigated solutions. As an Administrative Processor, you will play a crucial role in ensuring the smooth management of self-directed accounts, supporting both advisors and clients in achieving financial peace of mind.

Joining Mallard Wealth Advisors means being part of a company that values your contributions and provides opportunities for growth in a dynamic and client-focused environment.

**Job Description (What You’ll Do)**:
As an Administrative Processor at Mallard Wealth, you will join a highly efficient and skilled administration team that supports the operations of the firm. You will play a pivotal role in supporting self-directed investments company-wide. This will involve processing trades and transfers, as well as supplementary follow up and task completion.

**Responsibilities (How You’ll Do It)**:

- Review, prioritize and complete processing investments as documented
- Enter data into dealer systems with a focus on accuracy and timeliness
- Process investment transactions, including trades and account openings
- Ensure timely submissions and communications using either fax or digital platforms
- Complete follow up of previous work, resolving any issues or answering questions as needed
- Complete detailed and accurate internal record keeping
- As needed, help with office reception and client facing interactions
- As needed, support with client-held investments
- As needed, help prepare reports, client communications, or other administrative duties

**Requirements (You Must Have)**:

- Proven experience in administrative support in an office environment
- High organizational capabilities with strong attention to detail and task prioritization
- Excellent verbal and written communication skills for professional interactions with stakeholders
- Strong problem-solving skills, with a proactive approach to challenges.
- Capacity to follow processes, with the ability to see things to the finish line and ensure completion of tasks
- A strong commitment to confidentiality in client work and a high ethical standard when handling financial information
- Knowledge of document and record-keeping procedures, ensuring compliance and accessibility. You have used a CRM before, are familiar with word processing, and have data entry experience
- You have the availability to work standard office hours during the week

**Bonus Points (You Might Have)**:

- Prior experience in financial services or wealth management environments
- Specific experience with Microsoft Office Suite
- Experience supporting independently operated professionals working within one firm
- A few stories and examples of how you made systems and processes more efficient or accurate at previous roles

**At Mallard Wealth Advisors (How We Operate)**:

- We focus on our values, with our clients and with our team. Our firm holds a high standard to ensure that we are:

- **Organized**: We bring order to your financial life.
- **Knowledgeable**:Our years of experience and knowledge bring insight to guide your decisions.
- **Objective**:We are your financial coach. We listen and help guide you along the way.
- **Proactive**:Life happens. We help prepare you for all of life’s potential experiences.
- **Accountable**:We make sure financial commitments are kept, and we are fully transparent.
- We are client-centered, and prioritize building long-term relationships with our clients, offering highly customized financial strategies tailored to their unique needs and goals
- We offer a collaborative team effort, with an inclusive workplace where professionals from diverse backgrounds all work together
- We pride ourselves on precision, professionalism, and attention to detail in every aspect of our work, ensuring the highest standards of service
- We focus on growth through innovation and continuous improvement, providing opportunities for team members to develop their skills and advance within the company
- This is a salaried role, expected to fall between $49,000 and $52,000 annually, as determined by