Interested candidates may submit a resume or inquiry to: Deanne Anderson, PFP, QAFP - or Brian Schmidt, CFP, CPCA, - or G. Scott Calcutt, CFP, CLU, ChFC, CPCA. Independent Financial Services Ltd. / Investia Financial Services Inc. Unit 4 4420 Albert Street Regina, SK S4S 6B4 Phone: (306) 359 7705 or 1 (phone hidden) Email: [email protected] InformationWe are a small, relationship focused financial advisory practice in Regina supporting over 1,500 clients. We operate with a lean, practical, and client first mindset. This role offers professional stability while contributing directly to a highly personalized client experience. For the right person, it can become a long term, career defining prospect through mentorship, responsibility, and internal growth.The OpportunityWe are seeking a full time Mutual Fund Administrative Assistant to work in office at our Regina location. You will work closely with advisors and team members in a collaborative environment where initiative, ownership, and curiosity about the full business are valued. This is not purely entry level,



though candidates with limited experience and a strong learning mindset are welcome.Key ResponsibilitiesDraft client letters and correspondenceMaintain organized files, databases, and spreadsheetsCoordinate with Head Office on statements and account mattersManage mail and bulk mail outsAnswer phone calls, emails, and faxes professionallySupport mutual fund, segregated fund, and GIC transactionsProcess purchases, redemptions, switches, maturities (Univeris an asset)Prepare T2033 transfer and KYC/KYP documentationPrepare quarterly client statementsAssist with estate settlement documentationStay current with regulatory and Head Office proceduresLimited exposure to insurance processingQualificationsFinancial or mutual fund administration experience preferredKnowledge of RRSPs, GICs, mutual funds, and related productsMutual fund license an assetStrong organization, accuracy, and communication skillsProficiency in Microsoft Word, Excel, and OutlookWillingness to learn in a regulated environmentSalarySalary: $40,000-$50,000 (based on experience), Bonus, benefits, RRSP program, three weeks vacationHoursHours: Monday-Friday, 8:00 a.M. - 4:30 p.M.Company CultureSmall office culture with long term growth potential#J-18808-Ljbffr

📌 Mutual Fund Administrative Assistant - C$40,000 - C$50,000 A Year (Winnipeg)
🏢 Independent Financial Services / Investia Financial Services
📍 Winnipeg