Administrative Assistant (Part-time)

Lethbridge Chamber of Commerce; Lethbridge; Hybrid; CAD 32,000 - 34,000; Part time

Benefits offered by this job

Team-based environment

Flexible start times

Job summary

Manulife Wealth Incorporated is seeking an Administrative Assistant to provide support to the Portfolio Manager and team.

The role focuses on client communication, document collection, data entry, and file management in a busy environment. The position offers a 20-hour work week and an hourly rate of CAD 23–25, depending on experience, with a friendly, team-oriented workplace.

Qualifications

• Professional, friendly, and clear in client communication.
• Detail-oriented and organized.
• Proficient and accurate in documentation collection and data entry.
• Strong computer and keyboarding skills, including knowledge of the Microsoft Office Suite and the ability to learn industry-specific software.

Responsibilities

• Client communication: act as an administrative point of contact for clients, assisting with paperwork and answering administrative questions.
• 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.

Skills

Client communication

Attention to detail

Time management

Independent work

Team player

Tools

Microsoft Office Suite

Industry-specific software

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

• 20 Hour Work Week: Monday – Friday; with some flexibility around start time
• $23-25 / hour, based on experience
• 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.

By applying to this position, you agree to receive email communication from Hire Standard.