Licensed Financial Administration AssistantJob Order #:6300873NOC:10021Employer Name:McFaull FinancialWage/Salary Info:$55,000-$80,000Posted Date:13-May-2026Location:Saskatoon# of Positions:1Employment Terms:Full-TimeEducation:University DiplomaExperience:3-5 YearsApply By:13-Jun-2026How to Apply:Email Erin McFaull at [email protected] with Cover Letter and ResumeFounded in 1955, McFaull Financial has built a trusted reputation for delivering comprehensive financial solutions through our unique 6-step planning process, The Worry-Free Retirement Program. We are seeking a Licensed Administrative Assistant to support our Advisory Team and help deliver an exceptional client experience.Key ResponsibilitiesCoordinate client and prospect meetings, including scheduling and preparation of materialsPrepare and manage account opening documentation and onboarding processesProvide proactive client service by responding to inquiries regarding transactions, documentation,



and reportingMaintain and update client accounts while tracking timelines and follow‑up activitiesManage daily tasks and client records within the contact management systemProvide general administrative support to ensure efficient office operationsQualificationsStrong proficiency with Microsoft Office Suite and DocuSignExcellent organization, time management, and multitasking skillsProfessional, friendly, and client-focused approachStrong verbal and written communication skillsPreferred QualificationsCompletion of the Canadian Securities Course (CSC) and Conduct & Practice Handbook (CPH)Experience in the securities or financial services industryPost‑secondary education considered an assetWhat We OfferCompetitive salary based on experienceComprehensive health, dental, and retirement benefitsSupportive and team-oriented team environmentOpportunities for professional growth and development within the financial services industryIf you are passionate about client service and thrive in a fast‑paced professional environment, we invite you to apply.#J-18808-Ljbffr

📌 Licensed Financial Administration Assistant - $55,000 - $80,000 A Year (Winnipeg)
🏢 McFaull Financial
📍 Winnipeg