Administrative Assistant

Location: On-site full-time in Edmonton, AB, Monday through Friday

Company

A relationship-oriented banking organization providing brokerage and financial services to high-net-worth clients.

What you will do

• Provide administrative support to Investment Advisors and brokerage teams.
• Maintain compliance standards across client dealings and files.
• Support investment plans, written proposals, and processes for directing assets into suitable financial products.
• Respond to client requests, answer questions, and help deliver a strong client experience.
• Participate in marketing, business development, local events, and outreach activities.
• Improve team productivity by responding promptly to requests and identifying business opportunities.

Requirements

• Legally eligible to work in Canada at the specified location; a valid work or study permit may be required where applicable.
• Strong administrative, organizational, multitasking, and communication skills.
• Critical thinking and attention to detail in decision-making and file management.
• Client-focused approach with the ability to build trust and meaningful relationships.
• Personal initiative, accountability, teamwork, and respect for diverse perspectives.

Culture & Benefits

• Full-time regular employment with 37.5 weekly hours.
• Competitive salary, incentive pay, banking benefits, and a benefits program.
• Defined benefit pension plan, employee share purchase plan, and vacation offering.
• Wellbeing support and a points-based employee recognition program.
• Professional growth opportunities, including a paid Purpose Day for personal development.
• Inclusive and accessible workplace with accommodation support during recruitment.

Hiring process

• The process may include an attribute-based assessment and other skills tests.
• Artificial intelligence tools may be used during recruitment.