Administrative Assistant Airdrie

Our client, a well-established and growing wealth management firm, is seeking an organized and proactive Administrative Assistant to join their team. This position plays a key role in supporting advisors, enhancing the client experience, and ensuring the smooth day-to-day operation of the office. The ideal candidate is professional, detail-oriented, and thrives in a quick-paced, team-oriented environment. Robust communication skills, initiative, and the ability to manage multiple priorities are essential for success in this role. Key Responsibilities Serve as a primary point of contact for client communication, including confirming requests, scheduling meetings, and responding to inquiries in a timely and professional manner Prepare reports, documentation, and meeting materials for advisor and client meetings Answer and direct incoming phone calls and general office inquiries Support the Executive Team by identifying and implementing administrative efficiencies Manage and coordinate active calendars, appointments, and meeting schedules Handle incoming and outgoing mail and provide reception coverage as required Coordinate catering and logistics for meetings, client events, and team functions Provide additional administrative and operational support across the office as needed Qualifications & Experience 2+ years of administrative or client service experience Previous experience within wealth management or financial services is considered a strong asset Excellent interpersonal, communication, and customer service skills Strong organizational skills with the ability to prioritize and multitask effectively Proficiency with Microsoft Office Suite Ability to work collaboratively in a fast-paced, team-focused setting Experience with CRM platforms is an asset, particularly Salesforce Ideal Candidate Profile Professional, polished, and client-service driven Highly organized with strong attention to detail Able to take initiative and work independently while contributing to a collaborative team workplace Comfortable managing multiple priorities and meeting deadlines in a dynamic setting Apply on Kit Job: kitjob.ca/job/2pgtto