Administrator

**Administrator**

**About Winvest**

At Winvest Financial, we’re redefining the financial services industry by prioritizing transparency, advocacy, and innovation. Unlike traditional firms that rely on in-house products and legacy models, we take a fresh, client-focused approach. Our mission is to bring the Family Office experience to business owners and their families—coordinating across finance, tax, legal, insurance, and organizational strategies to help them achieve their goals.

**About You**

Are you a highly organized, detail-oriented professional who thrives in a fast-paced, collaborative environment? Do you enjoy managing multiple priorities, taking high-level strategies turning them into efficient execution, and working across various business functions? If you’re a problem-solver who enjoys building systems from scratch, thrives on independent and team-driven work, and can seamlessly navigate different communication styles, then we want to hear from you

**About the Role**

We are seeking an **Administrator** to play a key role in our firm's daily operations and long-term success. This **full-time, in-office** position requires involvement across multiple business areas, including **accounting, office management, operations, human resources, compliance, marketing, and client service delivery**. You’ll be instrumental in **keeping our firm running smoothly, managing important projects, and ensuring operational excellence**.

**Key Responsibilities**:

- Oversee **administrative operations**, including **monthly client processes, financial reporting, and managing vendor relationships**.
- Design, implement, and maintain **file management and CRM systems**.
- Manage **scheduling, calendar coordination, and office environment**.
- Support **the Chief Advisor** with daily priorities and special projects.
- Lead **initiatives with external vendors** to enhance organizational functions.
- Assist with **client service operations**, including scheduling, document preparation, and tracking investment processes.
- Maintain and update **client records, reports, and presentations**.
- Conduct **research and develop processes** to improve business efficiencies.
- Assist with **website maintenance, social media presence, and mass client communications**.
- Coordinate **internal functions, travel arrangements, and events**.
- Provide **redundancy for client-facing activities** when needed.

**Skills & Qualifications**:

- **Highly organized and detail-oriented** with strong **project management skills**.
- Comfortable handling **sensitive client, employee, and business information**.
- **Tech-savvy**, with proficiency in **Microsoft Office 365** and various digital platforms.
- Exceptional **communication and interpersonal skills**.
- Strong problem-solving skills with a **solution-oriented mindset**.
- Ability to **prioritize, multitask, and adapt to shifting business needs**.

**Education & Experience**:

- Previous experience in a similar administrative, operations or executive support role is preferred.
- Professional maturity and ability to confidentially manage high-level business information.

**Compensation & Benefits**:

- **Salary: $35,000 - $55,000 per year** (based on experience and qualifications).
- **Comprehensive Group Benefits Plan**.
- **RRSP Savings Match Program**.
- **Flexible Personal Days**.

If you’re ready to be a vital part of a growing, innovative financial firm, we’d love to hear from you

Pay: $35,000.00-$55,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- RRSP match

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

**Location**:

- Winnipeg, MB R3P 2P2 (required)

Work Location: In person