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Employment Status
Temporary Part-Time
Edmonton, AB
Reporting To
Investment Advisor(s) and Team
Job Id
EDM - 023
Job Level
Seniority Level
Position Overview

The ideal applicant will be an active team member in a growing wealth management business in the Edmonton office. The individual will contribute to supporting the Investment Advisor(s) and team, ensuring high-level client service, through administration-related tasks.

Duties & Responsibilities

Investment Advisor Support:

  • Schedule and co-ordinate all meetings with clients and team
  • Ensure meeting rooms are booked and prepared for all meetings
  • Note taking during all client meetings, with post-meeting follow ups for team members
  • Sending clients appointment reminders, emails on birthdays and anniversaries
  • Sending out basic client information emails (stat holiday reminders, etc.)

Client Service:

  • Deliver high standards of service and communication to clients
  • Assist and provide online access to clients
  • Investigate and resolve inquiries related to client accounts and forms
  • Update client relationship management software application for all interactions


  • Assist in preparing account documentation for new and existing clients
  • Monitor all pending and outstanding documentation, diarize to follow up regularly
  • Organize Mastercard statements and match and attach related receipts
  • Filing and general administrative office duties as required
  • Adhere to professional practices and standards, as well as internal processes and controls
Skills & Qualifications
  • Superior client relationship management skills
  • Excellent verbal and written communication skills in English
  • Relevant experience in the financial sector and/or administrative experience an asset
  • Excellent proficiency with Microsoft Office particularly Word, Excel, PowerPoint and Outlook
  • Experience with Client Relationship Management (CRM) systems such as Maximizer
  • Strong organizational skills
  • Meticulous attention to detail
  • Ability to prioritize, multitask, work within time constraints and follow-up
  • Ability to work in a team environment, demonstrating a professional and friendly manner
  • Ability to quickly learn new technologies and programs
  • Post-secondary education an asset
  • Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) is an asset