P/t Administrative Assistant

6 days ago


Truro, Canada Inclusive Financial Planning Full time

Inclusive Financial Planning

Administrative Assistant Job Posting (Remote)

Employment Type: Part-Time (10-20 hours per week; additional hours during tax season)

Pay Range: $22-$25 per hour

About Us

Inclusive Financial Planning

Inclusive Financial Planning offers a full suite of services—from comprehensive financial planning, business administration and bookkeeping support, as well as consulting in the areas of operations, finance, inclusive financial advisory, human resource management, staffing and hiring.

Mission

To provide holistic, people-focused advice in an empowering and encouraging environment that emphasizes the sharing of ideas and knowledge for the betterment of our client’s lives and business.

Vision

We believe in a world where people are empowered to make better decisions for themselves, encouraged to determine what’s best for them, and focused on achieving goals with substance and meaning.

Our Company Culture
- We value inclusivity and respect for diversity in all aspects of our work.
- Our client-first approach informs every element of our advisory services
- Collaboration and teamwork are at the heart of our success.
- We encourage continuous learning and professional growth.
- We honor and acknowledge the Mi’kmaq People and their ancestral territory, embracing our responsibility as Treaty People.

About the Role

We are seeking a detail-oriented and proactive Administrative Assistant to support our team in a remote/digital office environment. This role is ideal for someone who enjoys organizing, communicating, and ensuring smooth operations behind the scenes.

Key Responsibilities
- Schedule regular client reviews and handle basic client inquiries.
- Facilitate communication between clients and the team.
- Ensure accurate and timely record-keeping.
- Take notes during client meetings when required.
- Perform basic administrative tasks, including completing client engagement letters and setting up SharePoint access for clients.
- Track and manage client contact information.
- Conduct regular follow-ups for required client documentation.
- Assist clients with data collection for financial services (guiding them through forms and processes).
- Perform basic bookkeeping tasks under supervision.
- Assist with invoicing preparation as needed.

**Qualifications**:

- Previous office administration experience or education is an asset but not required.
- Strong organizational and communication skills.
- Ability to work independently in a remote setting.
- Comfortable with technology and digital tools.
- Willingness to learn and adapt to financial services processes.

Additional Information
- Training will be provided.
- Flexibility for increased hours during tax season.
- Potential for future involvement in invoicing and other administrative functions.

Application Provisions

Tell us a little bit about yourself What motivates you, what are your strengths. What is it about this position that excites you? Include all this and more in your cover letter and resume.

We encourage individuals from historically underrepresented communities, including Black, racialized and Indigenous Peoples, members of the 2SLGBTQIA+ community, newcomers to Canada, and People with Disabilities, to apply.

**Job Type**: Part-time

Pay: $22.00-$25.00 per hour

Expected hours: 10 - 20 per week

Work Location: Hybrid remote in Truro, NS B2N 3T9



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