Administrative Assistant – Financial Services
1 week ago
Navigate Financial Solutions Inc
Administrative Assistant – Financial Services
Location: Summerside, Prince Edward Island (In-Office Only)
Employment Type: Full-Time, Permanent
Anticipated Start Date: February 1, 2026
Salary: $45,000 – $55,000 per year
Benefits: 100% employer-paid benefits, 3 weeks paid vacation, RRSP Match
*RRSP match has 6 month waiting period.
About the Role
This is for an in-office role only in Summerside.
We are a growing financial services firm with offices in Stratford and Summerside, PEI, seeking a professional Administrative Assistant to support multiple financial advisors within a collaborative, in-office team environment. This role is client-facing and phone-intensive, focused exclusively on servicing existing clients. There is no cold calling or sales responsibility. You will work alongside an experienced senior administrative team member with established systems and training in place.
Key Responsibilities
Booking and coordinating appointments with existing clients
Professional phone and email communication
Calendar and scheduling management using Microsoft Outlook
Maintaining client records in CRM software (Salesforce)
Administrative support for multiple financial advisors
Electronic document management and digital filing
Required Qualifications
Minimum 3 years of relevant administrative experience
Fluent English with exceptionally strong phone skills
Strong organizational and computer skills
Experience working in a fully electronic office environment
Proficiency with Microsoft Outlook
Assets (Nice to Have)
Experience in financial services, insurance, or professional services
Previous experience with Salesforce or other CRM systems
Experience supporting multiple professionals
Job Type: Full-time
Pay: $45,000.00-$55,000.00 per year
Benefits:
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
Work Location: In person
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