Administrative Assistance - Client Care Team at West of the 5th Financial Solutions Inc. — NeverHard

Administrative Assistant - Client Care Team West of the Fifth Financial Are you highly organized, detail-oriented, and passionate about providing exceptional client service? We are looking for an Administrative Assistant to support our growing Client Care Team. This role is ideal for someone who thrives in a fast-paced environment, enjoys working behind the scenes to keep operations running smoothly, and takes pride in delivering a professional client experience. About Us West of the Fifth Financial is a successful and growing financial planning practice dedicated to helping clients protect what matters most and achieve their financial goals. We value teamwork, professionalism, integrity, and exceptional client care. Key Responsibilities Prepare and process client files and supporting documentation Maintain accurate client records and electronic files Answer incoming phone calls and client inquiries professionally Support advisors and team members with administrative projects and daily operations Track and manage outstanding tasks to ensure deadlines are met Qualifications Strong organizational and time-management skills Exceptional attention to detail and accuracy Excellent verbal and written communication skills Proficiency with Microsoft Office (Outlook, Word, Excel) Ability to manage multiple priorities in a fast-paced environment Professional, positive, and client-focused attitude Ability to work independently while contributing to a collaborative team culture What We Offer Competitive compensation based on experience Ongoing training and professional development Supportive team environment Opportunity for long-term career growth within the financial services industry Meaningful work helping clients protect their families, businesses, and futures Ideal Candidate The ideal candidate is someone who enjoys creating order from complexity, follows through on commitments, communicates clearly, and takes ownership of their work. Experience in insurance or financial services is an asset, but we are willing to train the right individual with strong administrative skills and a desire to learn. To apply, please submit your resume and a brief cover letter outlining why you would be a great fit for our team. Part-Time Opportunity Available Location: Rocky Mountain House, Alberta "Great client experiences start with great people behind the scenes."