Job Summary
Our administrative coordinator will provide in-depth administrative support to the team, ensuring smooth operation of our daily activities. This role requires strong organizational skills, excellent communication and a proactive approach to anticipating the needs of the team. Being the first touchpoint for our clients improving overall experience.
Key Responsibilities:
- Provide a high-level administrative support to the entire team, including calendar management, scheduling meetings, coordinating reschedules and preparing materials for presentations and events
- Manage incoming communications (emails, calls and requests) ensuring timely and professional responses
- Record Keeping and Documentation; Organizing and maintaining files, documents and databases, preparing daily reports and ensuring accurate data upload on salesforce
- Ensure documentation is complete, consistent, and filed correctly using established standards
- Follow existing admin workflows and checklists, and help improve them over time
- Help keep workflows moving from start to finish, flag gaps early, and help close loops so nothing gets missed
- Spot repeat issues, then recommend simple process fixes to improve consistency and client experience
- Proof reading and formatting of documents for the executive team
- Prepare and edit correspondence, reports, presentations, and other documents.
- Assist with marketing administration such as scheduling pre-approved updates, basic website edits, and monthly newsletter support.
Skills and Qualifications:
- Experience in financial services industry is an asset
- Strong organization and follow through
- High accuracy with data entry, document handling, and record maintenance
- Clear, professional communication by phone and email
- Shows initiative, spots issues early, and helps improve the process
- Proficiency with Microsoft Office, especially Outlook, Word, and Excel
- Comfortable working from checklists, standard operating procedures, and recurring routines
- Ability to multitask and manage competing priorities
- Previous experience in an administrative role in a professional office environment
- Experience with CRM tools such as Salesforce is an asset
Job Types: Full-time, Permanent
Pay: $22.00-$26.00 per hour
Benefits:
- Dental care
- Extended health care
Experience:
- Wealth Management : 2 years (preferred)
Work Location: In person
