Administrative Assistance - Client Care Team

West of the 5th Financial Solutions Inc.; Rocky Mountain House; On-site; CAD 20,000 - 32,000; Part time

Job summary

West of the Fifth Financial is seeking an Administrative Assistant to support our growing Client Care Team in Rocky Mountain House, Alberta. The ideal candidate is highly organized, detail-oriented, and passionate about delivering exceptional client service in a fast-paced environment.

Responsibilities include handling client files, maintaining records, answering calls, assisting advisors, and tracking tasks to meet deadlines.

Qualifications

• Strong organizational and time-management skills.
• Exceptional attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• Ability to manage multiple priorities in a fast-paced environment.
• Professional, positive, and client-focused attitude.
• Ability to work independently while contributing to a collaborative team culture.

Responsibilities

• Prepare and process client files and supporting documentation.
• Maintain accurate client records and electronic files.
• Answer incoming phone calls and client inquiries professionally.
• Support advisors and team members with administrative projects and daily operations.
• Track and manage outstanding tasks to ensure deadlines are met.

Skills

Organizational skills

Time management

Attention to detail

Verbal communication

Written communication

Microsoft Office

Multitasking

Professional attitude

Independent work

Tools

Microsoft Office Suite

Job description

Administrative Assistant - Client Care Team

West of the Fifth Financial

Are you highly organized, detail-oriented, and passionate about providing exceptional client service? We are looking for an Administrative Assistant to support our growing Client Care Team. This role is ideal for someone who thrives in a fast-paced environment, enjoys working behind the scenes to keep operations running smoothly, and takes pride in delivering a professional client experience.

About Us

West of the Fifth Financial is a successful and growing financial planning practice dedicated to helping clients protect what matters most and achieve their financial goals. We value teamwork, professionalism, integrity, and exceptional client care.

Key Responsibilities

• Prepare and process client files and supporting documentation
• Maintain accurate client records and electronic files
• Answer incoming phone calls and client inquiries professionally
• Support advisors and team members with administrative projects and daily operations
• Track and manage outstanding tasks to ensure deadlines are met

Qualifications

• Strong organizational and time-management skills
• Exceptional attention to detail and accuracy
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office (Outlook, Word, Excel)
• Ability to manage multiple priorities in a fast-paced environment
• Professional, positive, and client-focused attitude
• Ability to work independently while contributing to a collaborative team culture

What We Offer

• Competitive compensation based on experience
• Ongoing training and professional development
• Supportive team environment
• Opportunity for long-term career growth within the financial services industry
• Meaningful work helping clients protect their families, businesses, and futures

Ideal Candidate

The ideal candidate is someone who enjoys creating order from complexity, follows through on commitments, communicates clearly, and takes ownership of their work. Experience in insurance or financial services is an asset, but we are willing to train the right individual with strong administrative skills and a desire to learn.

Part-Time Opportunity Available

Location:

Rocky Mountain House, Alberta

Great client experiences start with great people behind the scenes.