Who we are:

SHORTFINANCIAL is a premier wealth management firm in St. John’s, Newfoundland, dedicated to providing tailored financial solutions to our clients. We pride ourselves on delivering an exceptional client experience through personalized service, strategic financial planning, and a commitment to excellence. As we continue to grow, we are looking for a highly organized and proactive Administrative Assistant to join our team. Note that this is a full-time, in-office role.

Who You Are

You are a detail-oriented, organized professional who thrives in a structured wealth management environment. You value accuracy, confidentiality, and follow-through, and you take pride in supporting Advisors and clients through well-executed administrative and investment processes. You communicate professionally, manage competing priorities effectively, and take ownership of your work while contributing positively to a cooperative team.

You also have:

- Experience in an administrative role in the financial services industry or banking
- An understanding of investments
- Post-secondary education in business, finance, or office administration preferred
- A positive attitude and strong interpersonal skills when interacting with clients and team members
- Attention to detail and accuracy in handling information.
- Tech proficiency, including expertise in Microsoft Office 365 (Teams, OneDrive, Excel, Word, Outlook)
- An ability to think ahead, solve problems, and ensure seamless operations
- A reliable, punctual, work history and ability to maintain confidentiality
- Eagerness to learn and interest in potential growth
- A proactive, client-focused mindset with the ability to anticipate needs and manage multiple priorities

What You Will Be Doing





Client & Advisor Support: Prepare client meeting materials and documentation; pre-brief and debrief meetings to ensure follow-up actions are completed; and respond to client inquiries by phone and email in a professional, service-oriented manner.

Calendar Management: Book and confirm client meetings. Stay ahead of the schedule by proactively managing and anticipating upcoming tasks, appointments, and deadlines to ensure everything runs smoothly. Be prepared for what is next, adjusting for any changes, and ensuring that nothing is overlooked.

Investment & Account Administration: Support new account openings, transfers, trades, and ongoing account maintenance; prepare and process transfer paperwork; resolve administrative issues accurately; and keep Advisors informed of progress.

Client Service & CRM Management: Maintain accurate client records in the CRM (Maximizer), including notes, documents, and follow-ups; record client interactions consistently; support onboarding and welcome processes; and assist with ongoing client contact strategies and service standards.

Operations & Compliance Support: Run daily reports; maintain organized, audit-ready files; process client account updates; liaise with insurance and investment carriers; prepare mailings and deposits; and support regulatory and compliance requirements aligned with iA standards.





Process Improvement & Team Support: Assist with documenting and improving workflows; support onboarding and training; provide backup coverage during absences; liaise with third-party support providers; and contribute to special projects focused on efficiency and client experience.

Compensation

The offered salary will be within the range of $45,000 to $58,000 depending on experience.

Why Join Us?

At SHORTFINANCIAL, you’ll be part of a professional, client-focused team that values integrity, collaboration, and excellence in everything we do. We offer a welcoming work environment where your contributions are recognized, and your attention to detail helps create an outstanding experience for our clients. As part of our growing firm, you’ll have the opportunity to learn, develop your skills, and be an important part of our continued success.

If you are personable, organized, experienced with investments and tech-savvy, we would love to hear from you! Apply today to join our team. Please note that Kim Poulin of The Personal Coach is assisting us with this hiring process.

Job Types: Full-time, Permanent

Pay: $45,000.00-$58,000.00 per year

Benefits:

- Company events
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care

Application question(s):

- Do you require sponsorship now or at any point in the future to work in Canada?

Education:

- Bachelor's Degree (preferred)

Experience:

- Investment or Banking: 1 year (preferred)
- Administrative Assistant: 2 years (preferred)

Location:

- St. John's, NL A1C 1K4 (required)

Work Location: In person

📌 Administrative Assistant (St. John's)
🏢 ShortFinancial
📍 St. John's