Executive AssistantHughes Recruitment & Strategy Collective • Saskatoon, Saskatchewan, Canada
Executive Assistant
Hughes Recruitment & Strategy Collective
- Saskatoon, Saskatchewan, Canada
- Saskatoon, Saskatchewan, Canada
About
Position Title: Executive Assistant
Location: Saskatoon-based | In office
Employment Type: Full-Time
Our Client
Our client is a well established, privately operated wealth management practice based in Saskatoon. With more than three decades in the financial services industry, the practice has built a loyal, multi-generational client base rooted in trust, education, and long-term relationships.
This is a boutique advisory practice where clients are known by name, where privacy and discretion matter deeply, and where relationships are cultivated year over year. Referrals continue to flow organically because of the strength of service and reputation.
The environment is professional, steady, and highly autonomous. The practice operates with a small, tight-knit structure, supported by internal insurance and group divisions, while maintaining an independent, private practice feel. This is a place where precision matters, client trust is paramount, and excellence is expected.
The Opportunity
Our client is seeking an experienced Executive Assistant to provide high level administrative and operational support within a wealth management practice.
This is a critical role. The successful candidate will serve as the operational backbone of the practice, managing processing, documentation, and client coordination with accuracy and confidence. The advisor's focus is on financial planning and client relationships, and this role ensures everything behind the scenes runs seamlessly.
This is not an entry-level opportunity. We are looking for someone who understands financial services, who values detail and discretion, and who can operate independently without supervision. The right person will take ownership of their work, anticipate needs, and protect the integrity of client transactions.
If you are motivated by precision, autonomy, and being part of a respected boutique practice, this role offers long-term stability and meaningful responsibility.
Key Responsibilities
As the Executive Assistant, you will work collaboratively and are responsible for:
1. Financial Processing & Documentation
Prepare and review client forms to ensure complete accuracy prior to advisor sign-off.
Monitor and manage file reviews, compliance requirements, and administrative workflows.
Utilize financial systems and internal platforms to execute and track transactions.
Ensure all documentation is prepared, submitted, and reconciled without error.
2. Client Coordination & Communication
Serve as the first point of contact for client administrative inquiries.
Respond to technical and process-related questions within scope, escalating licensed matters appropriately.
Coordinate advisor meetings, travel, and scheduling with efficiency and foresight.
Prepare meeting documentation and ensure client files are fully organized and ready.
Maintain a high standard of professionalism, particularly when communicating with elderly or long-standing clients.
3. Operational Ownership
Manage daily workflow independently, identifying priorities and anticipating needs.
Proactively prepare materials and documentation ahead of meetings and deadlines.
Maintain strong organization across digital files, email correspondence, and internal systems.
Protect client confidentiality at all times.
Contribute to a steady, structured, and highly reliable office environment.
Qualifications
As the Executive Assistant, you will bring:
The Essentials (Hard Skills)
Minimum 5+ years of administrative experience within financial services, wealth management, banking, or a related environment.
Strong working knowledge of financial products such as RRSPs, RRIFs, TFSAs, non-registered accounts, and related documentation.
Experience with financial platforms and CRM systems; familiarity with investment dashboards or advisor software is considered a strong asset.
Advanced proficiency in Microsoft Office, particularly Excel, and strong document management skills including PDF editing and manipulation.
Demonstrated ability to manage compliance-sensitive documentation with accuracy.
Experience operating in a high-trust, client-focused environment.
The Intangibles (Soft Skills)
Exceptional attention to detail with zero tolerance for careless errors.
Highly self-motivated and capable of working independently without constant oversight.
Strong communicator with clear, professional verbal and written skills.
Comfortable supporting clients from diverse backgrounds, including agricultural and rural communities.
Calm, steady, and reliable under pressure.
Proactive and anticipatory in approach, consistently thinking ahead.
Discreet, confidential, and professional at all times.
Relationship-oriented, valuing long-term connection over transactional interaction.
What Our Client Offers
Out Client's culture and total rewards are designed to support employee well-being, growth, and long-term success:
Competitive compensation reflective of experience and expertise.
Full-time, stable employment within a respected and established practice.
Flexible work structure within a professional office environment.
Paid licensing support for the right candidate, if applicable.
Paid cell phone and additional lifestyle perks.
Strong autonomy and trust once competence is demonstrated.
A long-term opportunity within a boutique wealth practice built on integrity, education, and client loyalty.
About the Collective
At Hughes Collective, we don't just recruit, we revolutionize how talent meets opportunity. We're not in the business of filling roles; we're in the business of transforming careers and powering businesses with bold, game-changing hires.
For candidates, this isn't just about your next job, it's about uncovering your passions, amplifying your strengths, and unlocking your potential. We're here to connect you to a career that excites, inspires, and fuels your future.
This isn't recruitment as usual, this is Hughes Collective. Bold. Authentic. Unapologetically different. Your next move starts here.
Languages
- English
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