Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team. In this role, you will be the backbone of our daily office operations, supporting our financial advisors and insurance agents. Your primary focus will be managing daily communications, coordinating schedules, and maintaining pristine digital and physical client records.

The ideal candidate excels at multitasking, communicates professionally, and handles sensitive financial data with the utmost discretion.Core Responsibilities

- Email Management: Review, prioritize, and draft qualified email responses to client inquiries and internal requests.
- Calendar Coordination: Schedule, confirm, and update client consultations, policy reviews, and team meetings across multiple time zones.
- Document Processing: Efficiently scan, photocopy, and index physical paperwork into our digital filing system.
- Client Correspondence: Send outbound policy updates, payment reminders, and onboarding documents to clients under the direction of management.
- Data Organization: Maintain up-to-date physical and digital filing cabinets,



ensuring compliance with data privacy regulations.
- Office Support: Assist with basic data entry, mail distribution, and keeping the reception area organized.

Qualifications & Skills

- Experience: No need of experience in an administrative support, reception, or clerical office role (experience in finance, banking, or insurance is an asset).
- Communication: Exceptional written and verbal communication skills with a polished, client-focused phone and email etiquette.
- Tech-Savviness: Proficiency with office suites (Microsoft Office 365 or Google Workspace), calendar tools, and standard office hardware (scanners, printers, copiers).
- Organizational Skills: Strong attention to detail with the ability to manage competing tasks without losing accuracy.
- Discretion: Proven capability to handle confidential, private financial and personal information with total security.
- Grade 12 or higher education needed

Pay: From $15.00 per hour

Benefits

- Flexible schedule
- On-site parking

Work Location: In person

📌 Office Assistant (Calgary)
🏢 JAMES K. M. WONG FINANCIAL
📍 Calgary