About Us

We are a growing holistic wealth management firm dedicated to helping individuals and families achieve financial confidence through personalized advice and exceptional client service. Our success is built on trusted relationships, integrity, and a commitment to delivering an outstanding client experience.

As a close-knit team, every member has the opportunity to make a meaningful impact. We’re looking for someone who is highly organized, client-focused, and excited about growing with our firm. This role offers the opportunity to develop further as our business continues to expand.

About the Role The Wealth Administrative Assistant is at the heart of our client experience and daily wealth operations. You’ll work closely with our advisors to ensure every client interaction reflects the high standards of care and professionalism our firm is known for.

Beyond providing exceptional administrative support, this position will offer you the opportunity to help improve processes, coordinate projects, and contribute to the overall growth of the practice. This is an ideal opportunity for someone who enjoys taking initiative, solving problems, and building a long-term career in wealth management.

Key Responsibilities

Client Experience

- Deliver a warm, professional, and memorable experience for every client.
- Help coordinate, prepare for, and follow-up client meetings.
- Manage appointment scheduling and follow-up communications.
- Respond to client inquiries promptly and professionally.
- Assist with client appreciation events, educational seminars, and special initiatives.

Administration & Operations
- Support advisors with day-to-day wealth administrative activities.
- Prepare correspondence, reports, presentations, and client documentation.
- Maintain accurate and confidential client records.
- Manage calendars, inboxes, travel arrangements, and meeting logistics.
- Assist with regulatory and administrative requirements.




- Support implementation of new processes and technology.

Practice Growth
- Identify opportunities to improve efficiency and client service.
- Help develop and document office procedures.
- Participate in projects that support the firm’s continued growth.
- Take ownership of initiatives and contribute ideas that strengthen the business.

Who You Are You are someone who naturally creates order, anticipates needs before they arise, and enjoys helping others succeed. You take ownership of your work, communicate with confidence and professionalism, and consistently follow through on commitments.

You understand that exceptional client service is built on empathy, attention to detail, responsiveness, and trust. You are equally comfortable welcoming a client, coordinating complex schedules, solving unexpected challenges, or improving internal processes.

Most importantly, you’re looking for a career—not simply a job—and are excited by the opportunity to grow as the firm evolves.

Qualifications

- 3+ years of experience in administration, executive support, office management, or client service.
- Exceptional organizational and time management skills.
- Excellent written and verbal communication.
- Strong proficiency with Microsoft Office (Outlook, Word, Excel, and PowerPoint).
- Ability to manage multiple priorities while maintaining exceptional attention to detail.
- High degree of professionalism, discretion, and integrity.
- Strong initiative and sound judgment.
- Experience in wealth management, financial services,



or another professional services environment is considered an asset.

The Qualities We Value Most While experience is important, we’re equally interested in the person behind the résumé. We are looking for someone who:
- Takes initiative and doesn’t wait to be asked.
- Anticipates needs and solves problems proactively.
- Builds genuine relationships with clients and colleagues.
- Thrives in a collaborative, small-business environment.
- Is committed to continuous learning and skilled growth.
- Brings positivity, accountability, and a solutions-focused mindset.
- Wants to play a meaningful role in helping build a growing business.

Why Join Our Team? Joining our firm means becoming part of a team that values collaboration, trust, and excellence. Your ideas will be heard, your contributions will matter, and you’ll have the opportunity to grow alongside the business.

We offer

- Competitive salary & benefits.
- Professional development and ongoing learning opportunities.
- A collaborative, supportive, and respectful team culture.
- Meaningful work that positively impacts the lives of our clients.
- Long-term career growth within a growing wealth management practice.

If you’re someone who enjoys creating exceptional client experiences, improving how a business operates, and building a rewarding career with a firm that values your contributions, we’d love to hear from you. Please submit your résumé and a cover letter telling us why you’re excited to join our team.

Pay: $22.00-$30.00 per hour

Benefits

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Vision care
- VRSP

Education:
- Secondary School (required)

Experience:
- Administrative/Client Service: 3 years (required)

Language:
- English (required)

Work Location: In person

📌 Wealth Administrative Assistant (Sylvan Lake)
🏢 Lewis Financial Services
📍 Sylvan Lake