Administrative Assistant – Mallard Wealth Advisors (MWA)

Reporting to Derek Kennedy, Senior Wealth Advisor

Objective and Scope

Derek is seeking an Administrative Assistant to provide high-level administrative support and coordination for his advisory team within the office. This role is responsible for helping manage the day-to-day workflow, prioritizing multiple tasks and projects, and supporting superior client service.

This includes scheduling client meetings, preparing for meetings, including all documentation and reports and completing timely follow-ups for outstanding tasks.

Responsibilities

- Support the Advisors with client and prospect engagement, including scheduling appointments,

preparing meeting materials, tracking next steps, and completing follow-up.
- Prepare, complete, and process required paperwork and documentation for client transactions,

account updates, transfers, onboarding, and other advisor-directed activities.
- Prepare for client meetings by gathering information, organizing documentation, updating client files, and ensuring materials are accurate, complete, and ready.
- Monitor incoming requests, identify priorities, and help ensure deadlines and client commitments are achieved.
- Contribute to a collaborative, positive, and accountable team environment that supports MWA’s culture and client experience.

Requirements

Education and Experience





- Post-secondary education or continuing professional development, along with administrative experience.
- Industry experience in financial services, insurance, wealth management, or a related professional services environment would be beneficial.
- Proficiency with Microsoft Office, including Outlook, Word, and Excel, and CRM’s. Experience with

Salesforce is an asset.

Skills and Competencies

- Strong administrative coordination skills with the ability to manage multiple priorities, deadlines,

and moving pieces.
- Confident, professional, and observant, with the ability to anticipate needs and take initiative without waiting to be directed.
- Robust problem-solving skills with a solutions-focused mindset and the judgment to know when to escalate questions or concerns.
- Agile and adaptable, with the ability to shift priorities while maintaining accuracy, professionalism,

and client service standards.
- Highly organized, detail-oriented, and motivated to get things done efficiently and accurately.
- Strong communication skills, both written and verbal, with the ability to interact professionally with clients, prospects, advisors, and internal team members.

Compensation

Full benefits, RRSP matching, vacation, and parking.

8:30 a.m. to 4:30 p.m., Monday to Friday, with occasional flexibility for events, seminars, or personal needs. The firm often works until noon on Fridays in the summer

📌 Administrative Assistant (Saskatoon)
🏢 Mallard Wealth Advisors
📍 Saskatoon