Join CLIC as an Administrative Support Clerk in Wealth Operations. This office-based role focuses on managing documents and enhancing teamwork to meet financial service goals for clients across Canada.
As part of CLIC's Individual Insurance and Wealth Management department, you'll be instrumental in processing documents and ensuring effective communication among teams. This regular full-time position requires support across various Wealth Operations, managing incoming and outgoing documents and reports, fostering an environment that is committed to continuous improvement and client satisfaction.
Key Responsibilities:
• Manage all electronic documents received via mail and faxes
• Oversee the processing of email inboxes for wealth management
• Prepare and distribute cheques for different departments
• Maintain accuracy of returned mail statuses
• Distribute daily reports to departmental staff
Requirements:
• 1-2 years in Wealth Management industry
• Some post-secondary education completed
• Excellent organizational skills with high attention to detail
• Effective communication skills
• Proficient in Microsoft Office applications
Make a difference and grow within CLIC’s supportive work setting.
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📌 Wealth Operations Administrative Support Role (Saskatchewan)
🏢 Co-operators
📍 Saskatchewan
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