Administrative Assistant

4 days ago


Red Deer, Canada AEI Wealth Management Full time

**Join Our Team as an Administrative Assistant — Make an Impact in a Growing Financial Advisory Office**

Are you the kind of person who thrives on staying organized, loves a good checklist, and enjoys being the go-to problem solver? We’re a forward-thinking financial advisory firm looking for an Administrative Assistant who’s ready to take initiative, stay two steps ahead, and keep our office running like a well-oiled machine.

This role isn’t just about filing and phones — it’s about being a key part of a team that helps people plan their futures. If you’re detail-obsessed, tech-savvy, and enjoy supporting others, we want to meet you.

**What You’ll Be Doing**
- Keeping the team on track by handling day-to-day admin tasks
- Updating client files and keeping our systems organized and accurate
- Proofreading and prepping financial documents and reports
- Helping prepare materials and logistics for client meetings
- Coordinating schedules, appointments, and team events
- Doing light research to support financial planning tasks
- Collaborating across the team to ensure projects move forward smoothly
- Supporting data entry and CRM management
- Handling confidential information with care and discretion

**What We’re Looking For**
- Prior experience in an admin, office coordinator, or assistant role
- Strong communication skills (written and verbal) in English
- Comfortable using Microsoft 365 tools — especially Teams, Outlook, Excel, Word, and PowerPoint
- Natural multitasker who thrives in a fast-paced, collaborative environment
- Detail-focused with solid time management skills
- A people person — friendly, respectful, and a team player

**Bonus Points If You Have**:

- Background or interest in financial planning or wealth management
- Experience using CRM platforms or data management systems
- Alberta life, accident, and sickness insurance credentials
- MFDA mutual fund course completed
- A love for learning new tech and software tools

**What’s In It for You**
- A competitive salary based on your experience
- A tight-knit, respectful, and supportive team culture
- Career development and growth potential within the firm
- The chance to be part of something meaningful — helping people plan for their future

**Job Types**: Full-time, Part-time

Pay: $20.00-$28.50 per hour

Expected hours: 20 - 40 per week

Schedule:

- Monday to Friday

**Education**:

- Secondary School (preferred)

**Experience**:

- Administrative: 1 year (preferred)

Work Location: In person



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