Position Overview: The Client Relationship Administrator plays a key role in supporting the day-to-day operations of LifeGuide Financial and delivering an exceptional client service experience.

This position provides senior-level administrative and client relationship support, including executive administration, calendar and meeting coordination, CRM management, client communications, event coordination and general business operations. The role is responsible for ensuring administrative processes run efficiently, client records are accurate and up to date, and the advisory team is supported in delivering timely, professional service.

Key Responsibilities:

Executive and Administrative Support

· Provide confidential, senior-level administrative support to the Founder & Senior Partner

· Manage calendars, coordinate client and advisor meetings, and support day-to-day scheduling priorities

· Manage correspondence, including drafting and responding to emails and coordinating communications on behalf of the Senior Advisor

· Anticipate administrative needs, proactively manage competing priorities and ensure timely follow-through on key activities

Client Relations Management

· Maintain an organized and professional work workplace

· Maintain accurate and up-to-date client information in the CRM system and digital filing environment

· Coordinate client communications, appointment scheduling, documentation requests and general inquiries

· Prepare and organize client files, meeting documentation, and other client-facing materials





· Assist in welcoming visitors and serving as a point of contact for the office when required

· Support positive, long-term client relationships through responsive service, professionalism and attention to detail

Financial Services Administration:

· Prepare, process and maintain business-related documentation, and other administrative requests

· Liaise with investment counsellors and insurance companies in support of client service requests

· Maintain accurate and confidential documents in accordance with applicable privacy and company requirements

Business Operations and Coordination:

· Maintain and update administrative procedures, internal documentation and digital filing systems

· Coordinate client events, advisor meetings and office activities, including communication with external vendors when required

· Identify opportunities to improve administrative processes, workflows and client service efficiency

· Provide additional administrative and operational support as assigned

Ideal Qualifications:

· 10+ years of administrative, client service and executive support experience, within financial services or a financial advisory practice

· Demonstrated experience supporting senior leaders or financial advisors in a client-facing professional environment





· Proficiency in Microsoft Office365 suite of software

· Experience managing CRM systems, digital client records and confidential documentation

· Excellent written and verbal communication, organizational and relationship management skills

· Ability to work independently and manage multiple competing priorities with minimal supervision

· Strong attention to detail and a commitment to accuracy, and exceptional client service

· Experience using Univeris or similar financial service trading platforms

· Overall familiarity with practices of investment counsellors, the mutual fund industry, and the insurance industry in general

Core Competencies:

· Exceptional Organization skills

· Client Service and Relationship Management

· Professionalism

· Strong written and verbal Communication skills

· Digital Literacy

Work Conditions:

· Full-time in-office position

· 37.5 hours per week

· Standard working hours 8am – 4pm, Monday to Friday

The expected annual base salary range for this role is $70,000 - $80,000 which is determined based on skills, knowledge and experience. In addition to base salary, this role is eligible for annual bonus incentive, health & dental and insurance benefits, retirement savings plan, health spending account, and minimum of 3 weeks paid vacation.

Pay: $70,000.00-$80,000.00 per year

Benefits:

- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Life insurance
- Paid time off
- RRSP match

Work Location: In person

📌 Client Relationship Administrator (Edmonton)
🏢 LifeGuide Financial
📍 Edmonton