Administrative Assistant (Calgary)

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 fast-paced, team-oriented environment. Strong 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 quick-paced, team-focused environment - 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 environment - Comfortable managing multiple priorities and meeting deadlines in a dynamic setting Apply on Kit Job: kitjob.ca/job/2p0m8n