Admin Assistant

2 weeks ago


Calgary, Canada IG Wealth Full time

Our practice is located in downtown Calgary. We provide a full range of financial products and services to entrepreneurs, professionals and business owners in the Calgary area and have been in practice for more than 6 years.

**Position Summary**

The Administrative Assistant provides complete administrative support as well as develops, implements and maintains support systems, while operating in a fast-paced, confidential, multitasking environment. Situations may arise when variations in workloads, periodic responsibilities, or special projects and events require overtime work for the job to be completed.

**Responsibilities**
- Receive client inquiries on behalf of the Consultant and determine appropriate course of action. This may include proactively investigating and resolving client problems and recording the nature of the inquiry and advising the Consultant.
- Contact clients and schedule appointments for the Consultant.
- Processing/reviewing daily business transactions regarding client accounts and managing/updating client databases;
- Preparing and maintaining client files, paperwork, and meeting notes;
- Managing/updating client databases;
- Managing office supply inventory;
- Support client events by booking sites and sending marketing material to clients and prospects.

**Qualifications**
- Administration Diploma or other Postsecondary degree in a relevant discipline or equivalent experience;
- Administrative experience preferably in the financial services industry;
- Strong computer skills with the Office 365 (Outlook, Word, Excel, Power Point);
- Customer service orientation with a demonstrated ability to interact professionally with clients; both in a virtual environment and in person;
- Discretion and ability to organize and prioritize multiple tasks under tight deadlines.

**Other Information**
- This is a full-time position offering a competitive salary

**Salary**: $30,307.28-$51,000.00 per year

**Benefits**:

- Dental care
- Paid time off

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

Ability to commute/relocate:

- Calgary, AB T2P 1N2: reliably commute or plan to relocate before starting work (required)

**Education**:

- Secondary School (preferred)

Work Location: In person

Application deadline: 2023-09-12


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