Administrative Assistant

Hire Standard Inc.; Lethbridge; On-site; CAD 32,000 - 34,000; Full time

Benefits offered by this job

Competitive hourly pay

Long-term employment

Team-based environment

Job summary

Manulife Wealth Incorporated is seeking an Administrative Assistant to support the Portfolio Manager and team. This role focuses on client communication, document collection, data entry, and file management in a busy office environment.

You will work Monday to Friday, 8am to 4pm, with a 1-hour lunch break. The position offers CAD 23–25 per hour, based on experience, and long-term, stable employment in a collaborative team.

Qualifications

• Professional, friendly, and clear in client communication.
• Detail-oriented and organized.
• Proficient in documentation collection and data entry.
• Able to prioritize tasks and manage time in a busy environment.
• Work independently as well as with the team; strong computing skills incl. MS Office.

Responsibilities

• Serve as administrative point of contact for clients and assist with paperwork.
• Collect documents needed to complete paperwork.
• Enter and verify client information in firm software.
• Organize and maintain files per regulatory requirements.
• Handle other administrative duties as required.

Skills

Client communication

Detail orientation

Organizational skills

Time management

Independent worker

Tools

Microsoft Office Suite

Job description

Manulife Wealth Incorporated is one of Canada's independent investment and insurance dealers, offering personalized wealth management, retirement planning, and protection strategies.

Administrative Assistant

We are seeking an Administrative Assistant to provide support to the Portfolio Manager and team.

Responsibilities

• Client communication: act as an administrative point of contact for clients, assisting with paperwork and answering administrative questions. Direct any questions about investments, products, or account recommendations to the Portfolio Manager or a licensed team member.
• Documentation collection: follow up with clients to gather the documents needed to complete their paperwork.
• Data entry and verification: enter client information accurately into the firm's software and verify it for completeness and accuracy to prevent discrepancies.
• File management: organize and maintain files, ensuring all supporting documentation is properly validated and stored in accordance with regulatory requirements.
• Other administrative responsibilities as required.

Requirements

• Professional, friendly, and clear in client communication
• Detail-oriented and organized
• Proficient and accurate in documentation collection and data entry
• Able to prioritize tasks and manage time in a busy work environment
• Work independently as well as with the team
• Strong computer and keyboarding skills, including knowledge of the Microsoft Office Suite and the ability to learn industry-specific software

We Offer

• Monday to Friday 8am to 4pm with a 1-hour lunch
• $23-25 / hour, based on experience
• Long-term, stable employment
• An enjoyable, team-based working environment

Hire Standard is recruiting for this position on behalf of Manulife Wealth Incorporated.

We thank all applicants for their interest, however, only those considered will be contacted.