Administrative Assistant

1 week ago

Calgary, Alberta, Canada Canvas Wealth Full time $45,000 - $65,000 per year

Company Description

At Canvas Wealth, we are driven by integrity, innovation, and an unwavering commitment to exceptional client service. Our team delivers bespoke wealth management experiences with precision, care, and deep personal attention. As a trusted partner to affluent families across Canada, we pride ourselves on thoughtful execution, professionalism, and a culture rooted in collaboration and excellence.

For our disclosure information, please visit our website:
Canvas Wealth
.

Role Description

We are seeking a full-time
Administrative Assistant
to join our team in our Calgary, AB office. This is an on-site role supporting both clients and internal team members.

The successful candidate will play a key role in delivering a high-touch client experience by ensuring the smooth operation of day-to-day administrative and office functions. Responsibilities include managing client communications, preparing documentation, coordinating schedules, supporting account administration, and assisting with operational and project-based tasks.

This role is ideal for an organized, proactive professional who thrives in a fast-paced, team-oriented environment and takes pride in delivering exceptional service.

Key Responsibilities

  • Provide administrative and operational support to advisors and team members
  • Manage client communications and assist with scheduling and meeting coordination
  • Prepare, review, and organize client documents and forms
  • Maintain accurate records and assist with digital filing and workflow systems
  • Support onboarding of new clients and account administration
  • Assist with office coordination and administrative tasks
  • Contribute to a positive, client-focused culture and uphold firm standards

Qualifications

  • 1–3 years of administrative or office support experience (financial services industry experience an asset)
  • Strong attention to detail with exceptional organizational and time-management skills
  • Excellent written and verbal communication abilities
  • Proficiency with Microsoft Office Suite and comfort with digital systems/CRM tools
  • High level of professionalism, discretion, and client service mindset
  • Ability to manage multiple priorities and work effectively both independently and within a team
  • Post-secondary education in business, administration, or related area preferred

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