CI Financial Ltd. is an established financial planning firm in Sherwood Park, AB, supporting clients across retirement, tax, business planning, and estate planning. We're hiring a Admininstrative Assistant to provide dedicated processing and administrative support to our team of advisors.

This role is the operational backbone of the practice. You'll keep trades, applications, and client paperwork moving accurately and on time, freeing our advisors to focus on clients. Success looks like clean, error-free processing, files that are always current and audit-ready, and advisors who trust that nothing falls through the cracks. You'll work directly alongside the advisory team and play a central part in the client experience.

This is a full-time, in-office position, Monday to Friday, 8:30 AM to 5:00 PM. No evenings or weekends.

Responsibilities

- Process and facilitate trades and transactions across client investment portfolios
- Prepare and process application paperwork for registered and non-registered accounts, RRSPs, TFSAs, RESPs, RDSPs, FHSAs, and non-registered accounts




- Administer RESP grant applications and government forms accurately and in compliance with requirements
- Prepare client files, reports, and summaries ahead of advisor meetings
- Maintain tracking systems for ongoing applications, changes, and pending items
- Scan and file all paperwork electronically and manage e-signature workflows
- Coordinate with advisors on ongoing projects and tasks

Qualifications

- Working knowledge of investment products and how registered accounts function, including TFSAs, RRSPs, RESPs, and FHSAs
- Robust organizational skills and the ability to prioritize a varied workload
- Excellent verbal and written communication skills in English; French is an asset
- Ability to work effectively in a team environment
- Proficiency with Microsoft Word, Microsoft Excel, PDF software, and CRM systems
- Typing speed of 40+ WPM (an asset)
- Have worked with CRM's

📌 Administrative Assistant (Sherwood Park)
🏢 C.I. Financial
📍 Sherwood Park