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Location

Saskatoon, SK | Canada

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Job description

Kelly Services is currently recruiting for a Temp to Perm opportunity for an Investment client in Saskatoon, SK.

Please see below the details

• Assisting in preparing advisors for client meetings, including preparation of account opening documentation, product research, etc.
• Account processing (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.).
• Processing a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers).
• Processing unsolicited trades and providing quotes.
• Taking the lead on team or client projects.
• Researching industry related information from a variety of sources as requested by Advisor.
• Keeping abreast of policy and procedure changes within the firm and industry.
• Committed to rigorous follow up relating to all client transactions to ensure proper processing and minimization of errors.
• Maintaining client files, ensuring that all documentation and notes are compliant with industry regulations.
• Acting as a resource person for clients (ex: generating specialized reports, questions about specific products).

Requirements:

• A diploma in business administration, accounting, finance, or similar field of study.
• A minimum of three years’ industry experience, preferably in an administrative or operational capacity.
• Registration as an IR or RR with IIROC.

What's In It For You! 

• Weekly pay cheque 

• Paid vacation pay and statutory holidays 

• Hundreds of free training courses through our Kelly Learning Center that you can access from home 24/7 

• Competitive Wage 

• Temp to perm opportunity 

 

 

If you're looking for an opportunity where you can be your best self and join a fantastic team, look no further and?apply today! 

Why Kelly®? 

As a worker today, it’s up to you to take charge of your career and look for opportunities to learn, grow and achieve your potential. Helping you find what’s next is what we’re all about. We know what’s going on in the evolving world of work—just ask the nearly 500,000 people we employ each year. Connecting with us means getting the support, guidance and opportunities needed to take your career where you may have never imagined. 

About Kelly® 

At Kelly, we’re always thinking about what’s next and advising job seekers on new ways of working to reach their full potential. In fact, we’re a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best and our employment opportunities span a wide variety of workstyles, skill levels and industries around the world. 

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance. 

9290020

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Job tags

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Salary