Administrative Assistant (Financial Services)

Location: On-site full-time in Edmonton, Alberta, Monday through Friday at 10180-101st St., Floor 16.

Company

A relationship-oriented bank providing brokerage and financial services to high-net-worth clients through its Wood Gundy division.

What you will do

• Provide administrative support to Investment Advisors and their teams.
• Maintain compliance standards in client dealings and client files.
• Assist with investment plans, written proposals, and processes for directing assets into suitable financial products.
• Respond to client requests and help deliver a high-quality client experience.
• Support marketing, business development, outreach, and community relationship-building activities.
• Improve team productivity and help identify business opportunities.

Requirements

• Legally eligible to work at the specified location in Canada; a valid work or study permit may be required where applicable.
• Strong administrative, organizational, and critical-thinking skills.
• Ability to maintain accurate documentation and compliance standards.
• Ability to respond to client needs and collaborate effectively with Investment Advisors.
• Client-focused approach with strong relationship-building and communication skills.

Culture & Benefits

• Competitive salary and incentive pay.
• Banking benefits, an employee benefits program, and a defined benefit pension plan, subject to applicable terms.
• Employee share purchase plan, vacation offering, wellbeing support, and a points-based recognition program.
• Paid Purpose Day for personal growth and development.
• Inclusive and accessible work environment with opportunities for career development.

Hiring process

• An attribute-based assessment and other skills tests may be required.
• Artificial intelligence tools may be used during recruitment.