Administrative Assistant

Location: Grand Falls-Windsor, NL
Position Type: Full-Time (Maternity Leave Coverage)

About Our Practice

Our practice is located in Grand Falls-Windsor, Newfoundland and Labrador. We provide comprehensive financial planning, investment, retirement, insurance, and estate planning services to entrepreneurs, professionals, families, and business owners throughout Newfoundland and Labrador. For more than 20 years, we have been committed to delivering exceptional client service and helping clients achieve their financial goals.

Position Summary

We are seeking a highly organized, detail-oriented, and client-focused Administrative Assistant to join our practice. This role is integral to delivering seamless client experience and supporting the day-to-day operations of the business.

The successful candidate will provide administrative and client service support, assist with account administration, coordinate client communications, maintain accurate records, and contribute to practice development initiatives. This position requires professionalism, discretion, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

Client Service & Account Administration

- Serve as the first point of contact for clients and prospective clients.
- Schedule client meetings, reviews, and follow-up appointments.
- Respond to telephone and email inquiries in a qualified and timely manner.
- Prepare and maintain digital client files, meeting notes, and supporting documentation.
- Process and monitor client account transactions and follow up until completed.
- Assist clients with documentation,



electronic signatures, and account maintenance requests.
- Maintain accurate client records and update CRM systems as required.
- Support regulatory and compliance processes and documentation tracking.
- Assist clients with online account access and electronic document delivery.
- Liaise with financial institutions regarding transfers and account-related requests.

Administrative Support

- Manage incoming and outgoing correspondence, mail, and documentation.
- Coordinate meetings, client events, and office activities.
- Maintain office supply inventory and vendor relationships.
- Prepare reports, presentations, and client communications.
- Support recruitment, onboarding, and training activities as required.
- Ensure the office environment remains organized, clean and professional. Light cleaning will be required.
- Maintain confidentiality and safeguard sensitive client information.

Practice Development & Marketing Support

- Assist with organizing client prospecting, appreciation and educational events.

Qualifications

Required

- Post-secondary education in Business Administration, Office Administration, or a related field, or an equivalent combination of education and experience.
- Minimum two years of administrative experience,



preferably within financial services, banking, insurance, or professional services.
- Mutual Funds Licensing and/or LLQP Licensing would be considered an asset but not required.
- Strong proficiency with Microsoft 365, including Outlook, Word, Excel, Teams, and PowerPoint.
- Excellent organizational skills and attention to detail.
- Strong verbal and written communication skills.
- Demonstrated ability to handle confidential information with discretion.
- Proven customer service skills and a client-first approach.
- Ability to work independently while managing competing priorities and deadlines.

What We Offer

- Competitive salary based on experience.
- Flexible work schedule (35 to 40 hours per week).
- Supportive and collaborative team environment.
- Opportunity to build a long-term career in the financial services industry.
- Ongoing learning and professional development opportunities.

This is a full-time maternity leave coverage position (approximately 12-18 months). We are seeking a candidate interested in becoming part of our long-term growth strategy, as exceptional performance may lead to extension of the role and future advancement opportunities within the practice.

How to Apply

Please submit your resume and cover letter to:

[email protected] on or before November 2, 2026

Criminal Record Check will be required by the chosen applicant.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Pay: $21.00-$25.00 per hour

Expected hours: 35.0 – 40.0 per week

Work Location: In person

📌 Adminstrative Assistant (Grand Falls-Windsor)
🏢 DL Financial
📍 Grand Falls-Windsor