Administration Assistant / Financial Advisor Assistant
Job Description
Job Description
Job Description
ARE YOU ORGANIZED, TECH-SAVVY, AND CLIENT-FOCUSED?
Join Principle Centered Financial Services Inc.—a trusted financial planning firm in Edmonton since 1996—as our new Administrative Assistant / Financial Advisor Assistant. Principle Centered Financial Services Inc. is a boutique financial planning firm with over 40 years of combined expertise. We are seeking a proactive and detail-oriented Administrative Assistant / Financial Advisor Assistant to join our professional team. The successful candidate will be instrumental in ensuring a high level of client service and efficient internal operations. If you thrive in a supportive environment and love working with professionals and clients, this is the perfect opportunity.
In this key role, you’ll support our Certified Financial Planners, keep operations humming, and deliver excellent client service. From prepping meetings and managing calendars to answering phones and organizing documents, your contribution helps our clients achieve financial success with clarity and confidence.
What You’ll Do:
- Prepare materials and reports for client meetings
- Manage advisor calendars and coordinate appointments
- Answer phones, greet clients, and maintain a professional atmosphere
- Maintain and update our CRM system (ACT)
- Perform general office tasks including data entry, filing, and supply ordering
What We’re Looking For:
- Proficiency with Microsoft Office (especially Outlook)
- Strong written and verbal communication skills
- Highly organized and detail-oriented
- Client-focused attitude with a professional demeanor
- Previous experience in administration or financial services preferred
Why You’ll Love It Here:
- Full-time, stable hours: Monday to Friday, 8:30 AM – 4:30 PM
- $35,000–$38,000 annual salary
- Health Spending Account
- Paid vacation
- Summer hours (early Fridays)
- Small team environment with meaningful client relationships
Please note: This position is in our offices in downtown Edmonton and parking is not provided, so you must be located nearby, willing to pay for parking or able to take public transit.
Bring your organizational skills and positive energy to a role that truly matters.
Apply today and help us deliver financial clarity—one client at a time.
How to Apply
Ready to start your career as a Administration Assistant / Financial Advisor Assistant at Principled Centred Financial Services Inc.?
- Click the "Apply Now" button below.
- Review the safety warning in the modal.
- You will be redirected to the employer's official portal to complete your application.
- Ensure your resume and cover letter are tailored to the job description using our AI tools.
Frequently Asked Questions
Who is hiring?▼
This role is with Principled Centred Financial Services Inc. in Edmonton.
Is this a remote position?▼
This appears to be an on-site role in Edmonton.
What is the hiring process?▼
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What skills are needed?▼
Refer to the "Job Description" section above for a detailed list of required and preferred qualifications.