Administrative Assistant – Financial Services
5 days 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
-
Administrative Officer
6 days ago
Summerside, PE CN Y, Canada Summerside Port Corporation Inc Full timeAdministrative Officer – Summerside Port Corporation Inc.Reporting to the CEO, the Administrative Officer is responsible for the effective management and administration of the business operations at SPCI's properties and assets. The Administrative Officer is responsible for managing and executing administrative and financial duties, while supporting...
-
Administrative Assistant
2 weeks ago
Summerside, Canada Township Chevrolet Buick GMC Ltd Full time_**Administrative Assistant Wanted Who’s an Attentive Ninja**_ The Administrative Assistant we’re looking to have join our team is a good-natured, process driven team player who doesn’t skip a beat when it comes to remembering to complete a task. The friendly, service-minded individual we need is someone excels at getting things done while in the...
-
Administrative Assistant
2 days ago
Summerside, Canada reactive health Inc Full timeEstablished in 2009, **reactive health** is a growing, multi-disciplinary company with six locations across Prince Edward Island, servicing all major communities. We are looking for a vibrant, friendly, empathetic administrative personality to join the team. - Display strong attention to customer service and embody a dedicated work ethic. - Showcase...
-
Executive Assistant
1 week ago
Summerside, PE, Canada Township Chevrolet Buick GMC Full timeExecutive Assistant Wanted Who is an Efficiency ExpertThe Executive Assistant we're looking for is a dutiful, detail-oriented rockstar who never forgets to dot any I's or cross any T's. The perfect person for this role is someone who excels in time management and never forgets to follow through, leaving nothing unfinished. If you're someone who is highly...
-
Temporary Part-Time Pharmacy Assistant
4 days ago
Summerside, PE, Canada Walmart Full timePosition Summary...The Pharmacy Assistant assists the Pharmacist in the technical aspects of prescription filling and administrative duties in order to increase the Pharmacist's opportunity to provide patient care. The Pharmacy Assistant is expected to participate in all aspects of Pharmacy Operations required of a team player. They are a key member in the...
-
Administrative Assistant
2 weeks ago
Summerside, Canada Maritime Asthma and Respiratory Care Full time**Job Overview** **Duties** - Manage daily office operations, including scheduling appointments and billing insurance companies. - Perform clerical tasks such as filing, data entry, and document management. - Assist in proofreading documents to ensure accuracy and professionalism in all communications. - Organize and maintain office supplies, ensuring that...
-
Financial Service Representative
1 week ago
Summerside, Canada goeasy Full timeJoin **easyfinancial**, the consumer lending driver behind goeasy’s rapid growth. Welcome to goeasy! At goeasy, our people and culture are at the heart of everything we do, and we’re proud to be recognized for it. We’ve earned prestigious accolades such as **Canada’s Top Growing Companies**. We’re also thrilled to be certified as a **Great Place to...
-
Office Administrator
2 weeks ago
Summerside, Canada PEI Potato Solutions Full timeResponsibilities: - Manage the front desk and greet visitors in a professional and friendly manner - Answer and direct phone calls, taking messages as necessary - Handle incoming and outgoing mail, packages, and deliveries - Maintain office supplies inventory and place orders when necessary - Assist with budgeting and financial tasks, such as tracking...
-
police constable
1 week ago
Summerside, PE CN H, Canada CITY OF SUMMERSIDE Full timeWork Term: PermanentWork Language: BilingualHours: 40 hours per weekEducation: College/CEGEPExperience: Experience an assetCriminal justice/police scienceWork site environmentCommunity policingGeneral police dutiesTraffic law enforcementWork settingUrban areaTasksAssist first-aid responders in emergencies, such as civil disorder, natural disasters and major...
-
Administrative Assistant
2 days ago
Summerside, Canada SAF'Île Full timeEducation: College/CEGEP - Experience: 2 years to less than 3 years - or equivalent experience - ** Screening questions**: - Are you currently legally able to work in Canada? - ** Health benefits**: - Dental plan - Disability benefits - Health care plan - Paramedical services coverage - Vision care benefits - ** Financial benefits**: - Life insurance -...