Are you highly organized, detail-oriented, and passionate about providing exceptional client service? We are looking for an Administrative Assistant to support our growing Client Care Team. This role is ideal for someone who thrives in a rapid-paced environment, enjoys working behind the scenes to keep operations running smoothly, and takes pride in delivering a professional client experience.
About Us
West of the Fifth Financial is a successful and growing financial planning practice dedicated to helping clients protect what matters most and achieve their financial goals. We value teamwork, professionalism, integrity, and exceptional client care.
Key Responsibilities
Prepare and process client files and supporting documentation
Maintain accurate client records and electronic files
Answer incoming phone calls and client inquiries professionally
Support advisors and team members with administrative projects and daily operations
Track and manage outstanding tasks to ensure deadlines are met
Qualifications
Strong organizational and time-management skills
Exceptional attention to detail and accuracy
Excellent verbal and written communication skills
Proficiency with Microsoft Office (Outlook, Word, Excel)
Ability to manage multiple priorities in a fast-paced setting
Professional, positive, and client-focused attitude
Ability to work independently while contributing to a collaborative team culture
What We Offer
Competitive compensation based on experience
Ongoing training and career development
Supportive team environment
Prospect for long-term career growth within the financial services industry
Meaningful work helping clients protect their families, businesses, and futures
Ideal Candidate The ideal candidate is someone who enjoys creating order from complexity, follows through on commitments, communicates clearly, and takes ownership of their work. Experience in insurance or financial services is an asset, but we are willing to train the right individual with solid administrative skills and a desire to learn. To apply, please submit your resume and a brief cover letter outlining why you would be a great fit for our team.
Part-Time Opportunity Available
Location: Rocky Mountain House, Alberta
"Great client experiences start with great people behind the scenes."
📌 Administrative Assistance Client Care Team Rocky Mountain House
🏢 West of the 5th Financial Solutions
📍 Rocky Mountain House
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