Administrative Support Clerk in Wealth Management (Saskatchewan)

Administrative Support Clerk in Wealth Management (Saskatchewan)

13 Aug
|
Co-operators
|
Saskatchewan

13 Aug

Co-operators

Saskatchewan

Elevate your career with CLIC as an Administrative Support Clerk for Wealth Management, ensuring seamless document handling in an office-based setting. Leverage your skills in a role that fosters teamwork and prioritizes financial security for Canadian clients.

CLIC is committed to a resilient society and values its employees within the Individual Insurance and Wealth Management department. In this full time role, you will manage incoming documents, process cheques, and support multiple teams within Wealth Operations. Your attention to detail and organizational skills will contribute to client satisfaction and operational efficiency.

Key Responsibilities:
• Manage electronic documents in OnBase from various sources




• Administer the Individual Wealth and Group Retirement email inboxes
• Prepare and distribute cheques for multiple departments
• Update statuses for returned mail in Wealth Operations
• Circulate daily reports to relevant staff members

Requirements:
• 1-2 years of Wealth Management experience
• Completion of some post-secondary education
• Strong organizational and attention to detail skills
• Proficiency in Microsoft Office
• Basic keyboarding skills

Contribute to client-focused solutions while enhancing your administrative expertise at CLIC.
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📌 Administrative Support Clerk in Wealth Management (Saskatchewan)
🏢 Co-operators
📍 Saskatchewan

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