Administration Assistant / Financial Advisor Assistant

Principled Centred Financial Services Inc.; Edmonton; On-site; CAD 35,000 - 38,000; Full time

Job summary

A trusted financial planning firm in Edmonton is seeking a detail-oriented Administrative Assistant / Financial Advisor Assistant. In this role, you will support Certified Financial Planners and ensure excellent client service through various administrative tasks. The ideal candidate is tech-savvy, organized, and has experience in administration or financial services. This full-time position offers a competitive salary of $35,000–$38,000, health spending account, and a collaborative team environment.

Benefits

Health Spending Account

Paid vacation

Summer hours (early Fridays)

Qualifications

• Previous experience in administration or financial services preferred.

Responsibilities

• Prepare materials and reports for client meetings.
• Manage advisor calendars and coordinate appointments.
• Answer phones, greet clients, and maintain a professional atmosphere.
• Maintain and update our CRM system (ACT).
• Perform general office tasks including data entry, filing, and supply ordering.

Skills

Proficiency with Microsoft Office

Strong written and verbal communication skills

Highly organized and detail-oriented

Client-focused attitude

Tools

CRM system (ACT)

Job description

Job Description

ARE YOU ORGANIZED, TECH-SAVVY, AND CLIENT-FOCUSED?

Join Principle Centered Financial Services Inc.—a trusted financial planning firm in Edmonton since 1996—as our new Administrative Assistant / Financial Advisor Assistant. Principle Centered Financial Services Inc. is a boutique financial planning firm with over 40 years of combined expertise. We are seeking a proactive and detail-oriented Administrative Assistant / Financial Advisor Assistant to join our professional team. The successful candidate will be instrumental in ensuring a high level of client service and efficient internal operations. If you thrive in a supportive environment and love working with professionals and clients, this is the perfect opportunity.

In this key role, you’ll support our Certified Financial Planners, keep operations humming, and deliver excellent client service. From prepping meetings and managing calendars to answering phones and organizing documents, your contribution helps our clients achieve financial success with clarity and confidence.

What You’ll Do

• Prepare materials and reports for client meetings
• Manage advisor calendars and coordinate appointments
• Answer phones, greet clients, and maintain a professional atmosphere
• Maintain and update our CRM system (ACT)
• Perform general office tasks including data entry, filing, and supply ordering

What We’re Looking For

• Proficiency with Microsoft Office (especially Outlook)
• Strong written and verbal communication skills
• Highly organized and detail-oriented
• Client-focused attitude with a professional demeanor
• Previous experience in administration or financial services preferred

Why You’ll Love It Here

• Full-time, stable hours: Monday to Friday, 8:30 AM – 4:30 PM
• $35,000–$38,000 annual salary
• Health Spending Account
• Paid vacationSummer hours (early Fridays)
• Small team environment with meaningful client relationships

Please note: This position is in our offices in downtown Edmonton and parking is not provided, so you must be located nearby, willing to pay for parking or able to take public transit.

Bring your organizational skills and positive energy to a role that truly matters.

Apply today and help us deliver financial clarity—one client at a time.