About Us

We are a client-focused wealth management practice dedicated to helping individuals, families, business owners, entrepreneurs, professionals, and agricultural clients achieve their financial goals. We pride ourselves on delivering exceptional service, building lasting relationships, and developing personalized financial strategies that support long-term success.

Position Summary

The Administrative Assistant plays a key role in supporting advisors, delivering an exceptional client experience, managing client communications, coordinating schedules, and ensuring administrative and compliance processes are completed accurately and efficiently. This position serves as a trusted resource to clients and supports the day-to-day operations of a busy wealth management practice.

Key Responsibilities

· Serve as the first point of contact for clients and visitors.

· Manage calendars, appointments, meetings, and advisor scheduling.

· Maintain CRM systems and accurate client records.

· Assist with client onboarding, account opening documentation, transfers, and account maintenance.

· Prepare correspondence, reports, forms, and meeting materials.

· Support compliance requirements and regulatory documentation.

· Coordinate client review meetings and follow-up activities.

· Support marketing initiatives, client events, and community engagement activities.

· Assist with practice management initiatives and general office administration.

Qualifications

· Exceptional organizational and time-management skills.

· Strong verbal and written communication abilities are important.

· Advanced proficiency in Microsoft Office Suite.

· Ability to manage confidential client information.

· Experience in financial services, banking, insurance, accounting, legal, professional services,



or wealth management is considered a strong asset.

· Familiarity with CRM systems is an asset.

Preferred Qualifications

· Minimum 2 years of administrative, executive assistant, client service, or office administration experience.

· Experience working with agricultural clients, farm families, business owners, entrepreneurs, and professionals is considered an asset.

· Knowledge of financial planning, business succession, retirement, and wealth management considerations unique to farm families, incorporated professionals, entrepreneurs, and owner-managed businesses is considered an asset.

· Comfort with technology and experience using AI tools to improve efficiency and productivity is considered an asset.

Who You Are

· Client-focused and service-oriented.

· Highly organized with exceptional attention to detail.

· Professional, proactive, and dependable.

· Able to manage competing priorities in a fast-paced environment.

· Comfortable working independently while contributing to a collaborative team culture.

· Committed to delivering an exceptional client experience.

Compensation & Benefits

· Compensation: $23 - $30 per hour, based on experience and qualifications, with opportunities for wage growth as experience and responsibilities increase.

· Annual performance and salary review process.

· Opportunity for discretionary performance-based bonuses.

· Comprehensive health and dental benefits program.

· Paid vacation and personal wellness days.

· Career development and continuing education support.

Application Process

We thank all applicants for their interest in joining our team. Only those selected for an interview will be contacted.

Pay: $46,000.00-$62,000.00 per year

Benefits:

- Company events
- Dental care
- Extended health care
- Life insurance
- Paid time off
- Vision care

Work Location: In person

📌 Administrative Assistant - Wealth Management (Medicine Hat)
🏢 Wheeler McIvor & Associates - IG Private Wealth Management
📍 Medicine Hat