Wealth Management Administrative Support Clerk
$38,007–$63,345 year
On-site · Regina, Saskatchewan, Canada
Job Summary
Administrative Support Clerk in Wealth Operations handles document management, cheques processing, and report distribution. Responsibilities include managing electronic documents via OnBase (mail, faxes, emails), indexing and assigning to departments, managing Wealth & Group Retirement email inboxes, uploading processing requirements into OnBase, preparing and distributing cheques for Wealth and Retirement departments, updating bad address statuses, reviewing and distributing daily reports to staff, proofreading and uploading documents to SharePoint and portals, and cross-training within Wealth Operations. The role emphasizes continuous improvement, problem-solving, clear communication, teamwork, and attention to detail in a repetitive, highly accurate environment. Proficiency in Microsoft Office and basic keyboarding are required, with 1-2 years in Wealth Management and some post-secondary education.
Required Qualifications
- 1-2 years experience in the Wealth Management industry
- completion of some post-secondary education
- proficiency in Microsoft Office
- strong organizational skills
- excellent attention to detail
- basic keyboarding skills
- ability to adapt to changing environments and processes
- effective communication and collaboration skills
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