Executive Assistant - Client Service – Full Time (37.5 hrs/week)

IG Wealth Management – T. Schneider & Associates – Leduc, Alberta

About Us

With a combined 15+ years in the financial services industry, at T. Schneider & Associates, we are focused on providing financial security and confidence for affluent Canadians. We offer a full range of financial products and services to over 100 families, retirees, entrepreneurs, professionals, and business owners in Leduc and greater Edmonton and other areas in Canada. We pride ourselves on helping clients create financial freedom so that they can live their lives to the fullest without having to sweat the small stuff. Life is so much more than watching the stock market, so we make sure that our clients’ money is working for them even when they are enjoying cocktails on a patio, cheering on their grandkids at a soccer game, or aiming for the perfect golf score.

Our Culture

Growth Oriented, Collaborative, Team Atmosphere - With a mission to help clients make smart choices about money, we pride ourselves on allowing our clients to enjoy life and worry less. We are dedicated to the core values of empathy, responsiveness, proactive client service, constant improvement, getting stuff done, and having fun. If you are looking for strong mentorship and a growth-oriented role, this is the one for you.

Personal and Professional Growth – all our team members have the opportunity to be mentored by many of the experienced professionals and specialists of IG Wealth Management. As part of this, you will receive support, training, and development through our Lead Consultant and extended administrative/client service team. Further to this, we provide financial support for your professional development within our Practice.

About You

What We’re Looking For - Drawing on previous experience in an Administrative/Executive Assistant capacity you take ownership of a full-time position within our practice and will be responsible for assisting with the servicing of a well-established, client-centric financial planning practice. You must be a self-motivated and disciplined individual with a passion for client service. This is a growth role with an opportunity for future education, training, development, and client engagement within our practice.

Responsibilities We’ll Trust You With

· Providing Administrative/Client Service Support

• Reviewing client accounts, maintaining account lists, tracking client documentation, and providing support for our financial planners in preparing deliverables and strategies for clients
• Proactively updating and maintaining team calendars, running weekly practice update meetings, identifying scheduling opportunities
• Filling out digital applications and forms, maintaining Excel spreadsheets and CRM reports
• Entering and managing client data in our CRM system (Salesforce),
• Assisting with the onboarding and support of new clients

· Managing Client Communications & Engagement

• Outgoing client service calls and other communications to support clients, book meetings, and offer invitations to events.
• Replying to inbound client service requests to assist with client inquiries and other financial planning needs.
• Preparing for and attendance at events and seminars that we host for clients and prospective clients.

Qualifications

· Experience. 5+ years of experience providing office administrative,

· Technology. Strong technical ability, including experience with Microsoft Office, and the ability to gain proficiency with new software swiftly.

· Software. Experience with Salesforce, DocuSign, and financial software systems given preference.

· The details. Detail-oriented, strong time-management skills, effective written communication skills

· A love for people! Strong interpersonal skills and demonstrated ability to build & and maintain client relationships and to work effectively with other members of a high-performance team.

The Perks

· Competitive Hourly Wage/Salary based on experience

· + Comprehensive Group Benefits Package

· + 2 weeks paid holidays and additional select time off during the Christmas holiday season.

· + Financial support for professional development within our Practice

· + Modern work environment with hybrid “work remote” possibilities.

· + Entrepreneurial culture that promises personal growth and development.

· + An amazing team-based environment with excellent opportunities for work flexibility

· + Paid Team Building, Company Events, and Social Activities

Core Business Hours

· 8:30 am-4:30 pm Monday to Friday, subject to some flexibility based on your circumstances.

Please email resume and cover letter to Tara.Schneider@ig.ca.

Only eligible candidates will be contacted.

Thank you