Administrative Assistant
Full-Time | In-Office | Financial Services | Calgary, AB
About the Role
One of our Advisors is looking for an organized, detail-oriented, and proactive Administrative Assistant to join his growing financial services practice.
This is an in-office role for someone who enjoys staying busy, keeping things organized, and taking ownership of their work. You'll provide administrative and client support while helping keep the day-to-day operations of the practice running smoothly.
You won't be expected to wait for someone to tell you what to do next. Once you understand the task, you'll be trusted to take it and run with it.
What You'll Be Doing
Your responsibilities will include:
- Providing administrative and day-to-day client support
- Managing paperwork and documentation
- Supporting new business processes and follow-ups
- Keeping client and practice information organized and up to date
- Assisting with scheduling and coordination
- Following up on outstanding items and keeping tasks moving
- Supporting insurance and investment administration, as applicable to your experience and licensing
- Maintaining accurate records and CRM information
- Helping keep the practice organized and running efficiently
- Communicating professionally with clients, advisors, and business partners
- Identifying issues and taking ownership of getting them resolved
What We're Looking For
We're looking for someone who is:
- Organized and able to manage multiple priorities
- Fast and efficient without sacrificing accuracy
- Extremely detail-oriented
- Independent and comfortable taking ownership of their work
- A strong communicator, both with clients and internally
- Professional, friendly, and comfortable working with people
- Comfortable learning new systems and technology
- Able to stay calm and productive when things get busy
You should be comfortable receiving a task, understanding what needs to happen, and seeing it through without needing constant supervision.
When something doesn't go according to plan, we're looking for someone who can think critically, work through the issue, and come back with the problem and a proposed solution.
Experience & Licensing
Some experience in financial services, administration, or an advisor support role is preferred, but we are open to the right candidate.
Insurance or investment industry experience is an asset.
Licensing is preferred, but not required. Candidates who are currently licensed, have previous industry experience, or are interested in developing their career in financial services are encouraged to apply.
What Will Make You Successful
Attention to detail is critical in this role. Financial services involves a lot of moving pieces, documentation, deadlines, and client information, so accuracy and follow-through matter.
We're looking for someone who takes pride in their work, learns quickly, and can become a trusted part of the practice.
The Administrative Assistant will not make investment or trade decisions or provide product recommendations outside the scope of their licensing.
Compensation
$45,000-$50,000 for candidates who are unlicensed and new to the industry.
For experienced and licensed candidates, compensation is negotiable based on experience and qualifications
The Right Fit
This role would suit someone who likes being busy, enjoys having responsibility, and takes satisfaction in keeping things organized behind the scenes.
If you're the kind of person who notices what needs to be done, gets it done, and brings solutions when something goes wrong, we'd like to hear from you.
