Job Summary
Our administrative coordinator will provide in-depth administrative support to the team, ensuring smooth operation of our daily activities. This role requires strong organizational skills, excellent communication and a proactive approach to anticipating the needs of the team. Being the first touchpoint for our clients improving overall experience.

Key Responsibilities:
Provide a high-level administrative support to the entire team, including calendar management, scheduling meetings, coordinating reschedules and preparing materials for presentations and events
Manage incoming communications (emails, calls and requests) ensuring timely and professional responses
Record Keeping and Documentation; Organizing and maintaining files, documents and databases, preparing daily reports and ensuring accurate data upload on salesforce
Ensure documentation is complete, consistent, and filed correctly using established standards
Follow existing admin workflows and checklists, and help improve them over time
Help keep workflows moving from start to finish, flag gaps early, and help close loops so nothing gets missed
Spot repeat issues, then recommend straightforward process fixes to improve consistency and client experience




Proof reading and formatting of documents for the executive team
Prepare and edit correspondence, reports, presentations, and other documents.
Assist with marketing administration such as scheduling pre-approved updates, basic website edits, and monthly newsletter support.

Skills and Qualifications:
Experience in financial services industry is an asset
Strong organization and follow through
High accuracy with data entry, document handling, and record maintenance
Explicit, professional communication by phone and email
Shows initiative, spots issues early, and helps improve the process
Proficiency with Microsoft Office, especially Outlook, Word, and Excel
Comfortable working from checklists, standard operating procedures, and recurring routines
Ability to multitask and manage competing priorities
Previous experience in an administrative role in a skilled office setting
Experience with CRM tools such as Salesforce is an asset

Job Types: Full-time, Permanent

Pay: $22.00-$26.00 per hour

Benefits:
Dental care
Extended health care

Experience:
Wealth Management : 2 years (preferred)

Work Location: In person

📌 Administrative Coordinator Red Deer
🏢 Diversified Staffing Services
📍 Red Deer