Mutual Fund Licensed Administrative Assistant

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) Mutual Fund Licensed Administrative Assistant 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 and detail-oriented with great communication skills and a drive for delivering an exceptional client experience. As a member of the team, you will need to have strong relationship-building skills, and a drive for continual improvement for yourself and client services.

The Key Responsibilities For This Role Include

Assist with paperwork regarding all types of investment accounts

Assist with mutual fund processing and follow up, including account openings, processing deposits and redemptions, submitting trades and switches, PAC changes, and etc.

Maintain a record of client interactions via CRM

Perform general office duties such as mail, scanning, filing, and computer updates

Prepare monthly reports

Other duties as assigned

Client Services

Keep the client up to date during the account opening process and follow up with the client as needed

Keep the CRM up to date with meeting notes, phone conversations, and actions taken

Complete beneficiary changes, address changes, redemptions, deposits, trades, switches, PAC changes, and etc.

Prep documents for upcoming meetings

Professionally respond & assist clients who inquire via phone call and/or e-mail

The Ideal Candidate

Must have administrative experience in an office environment

Must have their mutual fund license (CIFC or IIROC) or is willing to obtain

Have strong project management skills with prioritization and anticipation of needs

Have strong verbal and written communication skills

Is patient and composed under pressure

Has strong attention to detail, thoroughness, and accuracy

Be proficient in Microsoft Office Suite of Tools, Internet usage and Contact Management System

Have strong knowledge of technology systems and applications

Knowledge of segregated funds/mutual funds would be an asset

Ideally have experience in Financial Services, but lack thereof can be overcome with a strong willingness to learn and develop

Salary is $50,000 - $60,000/yr, but is negotiable based on experience.

If you are interested in becoming a Mutual Fund Licensed Administrative Assistant at MKS Financial Services, please apply with a cover letter and resume by Nov 14, 2025. We look forward to working with you!

We thank all applicants for their interest in this opportunity; however, only those selected for an interview will be contacted.