Administrative & Client Experience Coordinator
4 weeks ago
Nault Group Private Wealth Management is a leading Winnipeg-based and family-operated Private Wealth Management practice. We provide a full range of financial products, services and advice to our clients. We have been in practice for over 20 years. Drawing on your experience in an administrative or client support role, you will be responsible for ensuring smooth day-to-day operations and delivering exceptional client experiences.
You should be self-motivated, highly organized, and detail-oriented, with a genuine passion for connecting with people and making every interaction positive and professional. This position is full-time with 8-hour, Monday-Friday workdays including 30-minute unpaid lunch break. While our team values collaboration and in-person connection, occasional work-from-home flexibility may be available as a privilege based on performance and business needs. The opportunities: Join a high-performing, family-operated team in Private Wealth Management as part of a respected company - IG Wealth.
Play a key role in creating exceptional client experiences through warm communication and thoughtful coordination. Use your organizational and creative skills to plan unique client and team events and special occasions. Help showcase our team by contributing to marketing efforts. Make a lasting impact by building strong client relationships and contributing to a team that values trust, excellence, and personalized service.
Specifically, you will: Manage client communication in a proactive and timely manner, ensuring every interaction-whether in person, by phone, email, etc-is warm, professional, and welcoming. Coordinate and maintain calendars , schedule appointments, and keep everything organized. Plan and support events and special occasions to create memorable client and team experiences. Assist with marketing coordination by maintaining the website, sending newsletters, and collaborating on social media content.
Handle administrative tasks such as filing, organizing documents, and maintaining records. Collaborate with team members to ensure smooth operations and consistent service standards. The benefits: Total compensation package including paid parking, paid vacation, and health benefits. A supportive, family-oriented culture that values stability and long-term commitment, with opportunities to learn and refine your skills to excel in your role.
What we are looking
for: Reliability & Punctuality - Always on time, dependable Detail-Oriented - Loves organization and accuracy People-Centered - Enjoys interacting with all ages Creative & Supportive - A natural co-host and planner Tech-Savvy - Comfortable with Microsoft Office (Word, Excel, Outlook) and willing to learn new tools as needed Proactive Learner - Embraces new skills and challenges Hospitality Mindset - Makes every occasion special Open to candidates at any stage of life or career CONTACT US Please email your CV to . We sincerely thank all applicants, however, only those under consideration will be contacted. Applications will be reviewed on a rolling basis until the position is filled. Nault Group Private Wealth Management is affiliated with Investors Group which is a part of IGM Financial and a member of the Power Financial Corporation group of companies.
When you work with us, you enter a relationship backed by an industry leader that Canadians have trusted for 100 years. To learn more about Nault Group Private Wealth Management, we invite you to explore our website and follow us on social media.
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