Part-Time Client Care Admin Specialist

West of the 5th Financial Solutions Inc.

Rocky Mountain House

On-site

CAD 20,000 - 32,000

Part time

14 days+

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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.