Wealth Management Admin Support Clerk

Join CLIC as a Wealth Management Administrative Support Clerk in Regina, SK, and contribute to financial security initiatives. This on-site role focuses on document management and operational support.

In this full-time position, you will play a vital role in the Individual Insurance and Wealth Management departments. Responsibilities include managing incoming documents, distributing cheques, and handling daily reports with a keen eye for detail. Your strong communication skills will facilitate effective collaboration across teams.

Key Responsibilities:

• Sort and distribute electronic documents via On Base

• Manage email correspondence for Wealth departments

• Prepare cheques for Individual and Group Retirement

• Manage returned mail information and statuses

• Distribute various daily reports to staff members

Requirements:

• 1-2 years of relevant industry experience

• Completed post-secondary education

• Strong organizational skills with attention to detail

• Proficient in Microsoft Office applications

• Flexible and adaptable to changes in processes

Be a part of a supportive environment that prioritizes your professional growth at CLIC.
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