Virtus Group Job Board
Wealth Management Administrative Associate
Saskatoon, Saskatchewan, Canada .
full-time . April 24, 2025
Description
Join the momentum of what Virtus Group has started. We are seeking a client-focused team member to join our Virtus Private Wealth division. Be a part of a growing, passionate, forward-thinking team. We’re looking for a Wealth Management Administrative Associate in our Saskatoon office to help us elevate the client experience and support the foundation of our operations.
This isn’t a typical admin role – it is an opportunity to contribute meaningfully to a firm where your ideas matter, your problem-solving skills shine, and your growth is nurtured.
What you’ll bring to the team
- 3-5 years of administrative experience, ideally in a wealth management or financial services environment.
- Proven client service excellence – friendly, efficient, and solutions-focused.
- Expertise in Microsoft Office (Excel, Word, Outlook) and familiarity with client relationship management (CRM) platforms.
- Strong verbal and written communication skills.
- High attention to detail and excellent time management skills.
- Desire to grow with the division and continue to develop professionally.
- A keen interest in financial planning and investment management.
- The drive to evolve into an elevated role in the future.
How you’ll support our clients and professional team
- Manage client account openings and transfers.
- Provide day-to-day client servicing including account maintenance, deposits and handling inquiries.
- Assist with financial planning workflows and documentation.
- Support insurance processing and documentation.
- Maintain internal and external calendars, scheduling and preparing for client meetings.
- Oversee invoice tracking and account fee billing.
- Create and manage internal and external reports.
- Help design and improve tracking systems and admin processes.
Why join our team?
- Join a tight-knit, entrepreneurial team where you’ll be heard, valued, and supported.
- Be part of a growing division with room to make your mark and grow your career.
- Work culture that prioritizes initiative, personal development, and team wins.
- Mentorship and training provided — your attitude and fit are more important than credentials
- Help build something meaningful — one client experience at a time.
Intrigued? Apply directly through our careers page or contact hr@virtusgroup.ca with questions.
About Virtus Group
Virtus Group’s purpose is to help people. Our story started with one man, one spark, and a commitment to virtue and helping Saskatchewan businesses and the community for over half a century. As the largest independent accounting and business advisory firm in Saskatchewan, we have the resources to manage the most challenging, complex client work while maintaining the flexibility and agility to make all decisions quickly and in-house.
Virtus Group is the largest Saskatchewan-owned Chartered Professional Accounting and Business Advisory firm with offices in Saskatoon, Regina, and Estevan.