Overview
We are seeking a highly organized and detail-oriented Branch Office Associate/Administrator (Monday - Friday, Full-time position) to join our team. Licensed associates are an added benefit to the team. The ideal candidate will manage daily administrative operations, support customer service efforts, and ensure the smooth functioning of the branch. This role requires strong computer skills, excellent organizational abilities, and experience with office management tools. Prior experience in a financial or investment office environment is required. The Branch Administrator will serve as the front-line representative of our branch, providing exceptional support to clients and staff alike. You are the trusted liaison between the advisor and our clients. You will work directly with Virginia Pavo whose business has been built on relationships, not transactions.

We are also adding a part-time, on call associate to fill in and help us with events (often held outside regular business hours), vacation days, social media content, etc. Approximated annual average of 15 hours per week (negotiable based on experience) - $22/hour.

If you care deeply about doing things properly and following through, you will fit.

Full time Administrative Associate Responsibilities:

- Manage front desk operations, including greeting visitors and answering multi-line phone systems with professional phone etiquette
- Perform data entry and maintain accurate records using Salesforce, Microsoft Office, imost, Croesus, and Compass
- Handle filing systems, document proofreading, and general clerical tasks to ensure organized record keeping




- Support bookkeeping activities and assist with basic financial tasks related to branch operations
- Provide excellent customer service by supporting client inquiries and resolving issues efficiently
- Coordinate appointments, schedule meetings, and manage calendar activities for branch staff
- Assist with administrative support for all teams associated with our office
- Support office management by maintaining supplies inventory and ensuring a clean, organized workspace

Requirements

- Prior experience in a financial or investment firm
- Excellent organizational skills with attention to detail and accuracy in data entry and proofreading
- Proven experience in office administration, clerical work, or customer support roles
- Strong computer skills including proficiency in Salesforce, Microsoft Office (Word, Excel, Teams), Netrep, imost, Compass and QuickBooks (is a plus)
- Experience with multi-line phone systems and front desk operations
- Ability to handle multiple tasks efficiently in a fast-paced environment
- Strong communication skills and skilled phone etiquette
- Demonstrated ability to manage filing systems, perform bookkeeping tasks, and support administrative functions effectively

This position offers an opportunity to be an integral part of our team by providing essential administrative support that ensures operational excellence at our branch.

Job Types: Full-time, Part-time

Pay: $24.00-$33.00 per hour

Benefits:

- Company events
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Application question(s):

- How much experience do you have in the financial and/or investment industry?

Work Location: In person

📌 Branch Office Administrator (Saskatoon)
🏢 Hartt Wealth of Harbourfront Wealth Management
📍 Saskatoon