Client Admin Assistant at Tempo Wealth, a financial planning firm, managing client workflows and administrative tasks. Role includes meeting scheduling and data management with a focus on organization and detail.
About the role
- Junior/Intermediate Administrative Assistant at DIALOG in Edmonton supporting client services and project coordination. Collaborating in a dynamic, multidisciplinary environment with opportunities for professional growth.
Responsibilities
- Deliver flexible, reliable, and consistent administrative and client services support to multiple team members.
- Manage calendars, correspondence, meeting rooms, and travel arrangements.
- Manage sensitive and confidential information with tact and discretion.
- Update, maintain, and archive electronic files, documents, tracking logs, databases, and reports.
- Assist Client Services with frequent event coordination.
- Edit and proof documents and presentations including contracts, design packages, agendas and meeting packages.
- Assist with formatting letters, fee proposals, and sub-consultant agreements.
- Assist Project Managers with resource management data entry.
- Cover front desk duties during lunch breaks and vacations.
- Provide an extra set of hands during events and busy periods.
Requirements
- A graduate of a post-secondary administrative program or related discipline is preferred.
- Between 3-6 years of administration or client service experience.
- Value collaboration, shared success, and approach challenges with solutions and thoughtfulness.
- Ability to proactively make decisions and be flexible and multitask in a fast-paced environment.
- Excellent verbal and written communication skills.
- Intermediate skills in Microsoft Office programs including Word, Excel, Outlook, Teams and PowerPoint.
Benefits
- Parental leave top-up programs for all parents upon the birth or adoption of a child.
- RRSP matching.
- Competitive medical and dental benefits coverage upon the first day of employment.
- Discounted memberships.
- Encouraged work/life balance with gifted time off during the holiday season and Vacation Buy-Up program.
- Reimbursement for professional memberships and dues.
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