Wealth Planning Assistant

Avail CPA; Lethbridge; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading financial services firm in Lethbridge is seeking a Wealth Planning Assistant. This role involves scheduling client meetings, managing communications, and handling administrative tasks. Ideal candidates have strong organizational skills and proficiency in Microsoft Office Suite. Join us to make a difference in clients' lives.

Qualifications

• High school diploma or equivalent; Admin Assistant or Secretary qualifications are a plus.
• Proficiency in Microsoft Office Suite is required.
• Strong organizational abilities and attention to detail are necessary.

Responsibilities

• Schedule and manage client meetings with accurate record-keeping.
• Coordinate internal and planning meetings, tracking follow-ups.
• Handle incoming calls and emails, directing them appropriately.
• Assist with administrative tasks and client invoicing.

Skills

Organizational abilities

Excellent communication skills

Proficiency in Microsoft Office Suite

Attention to detail

Client interaction skills

Education

High school diploma

Qualifications as an Administrative Assistant

Tools

Microsoft Office Suite

OneNote

Job description

Avail Wealth is seeking a professional and organized Wealth Planning Assistant to join a team that values excellence, fun, and a genuine care for our clients, people, and our communities.

What You Will Do

• Client Meetings: Schedule and book client meetings, ensuring all client information is accurately recorded in OneNote. Open new client files and tasks, scan and upload documents, and manage meeting agendas.
• Internal/Planning Meetings: Coordinate and schedule all internal and planning meetings, sending daily meeting reminders and tracking follow-ups.
• Communication: Handle incoming calls from clients and staff, directing them to the appropriate person. Email CRA Authorizations and AW Engagement Letters, updating relevant folders.
• Administrative Tasks: Review pipeline spreadsheets semi-monthly, coordinate yearly Christmas cards and gifts, assist with monthly client invoicing, and set up meeting rooms using OneNote, SNAP, and Capintel, ensuring high quality in all tasks.

What We\u2019re Looking For

• High school diploma or equivalent; additional qualifications as an Administrative Assistant or Secretary are a plus.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, OneNote).
• Strong organizational abilities.
• Excellent written and verbal communication skills.
• Enjoys interacting with clients and building relationships.
• Attention to detail and problem-solving skills.

Ready to take the next step in your career? Apply now and join us in making a difference!