Job Position at Ascendant Financial

Administrative Assistant

If you are interested in working independently in a fast-paced environment, providing support to the Ascendant Financial team, the position (Administrative Assistant) may be of interest to you.

As the successful candidate, you will work with a diverse team of professionals. You will assist with client data entry, record management, related documentation and draft routine correspondence . Your flexible approach and well-developed organizational skills will assist in the completion of various other responsibilities including reception filing, client communication, photocopying and other duties as required.

Make an impact with our team as an Administrative Assistant. This diverse team of professionals directly contributes to the success of the firm by supporting internal and external clients.

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What You Will Be Doing?

*We hire Canada wide with home office being in Edmonton. (Note: In person work is required if you are in traveling distance within Edmonton)

Job Responsibilities:

  • Act as the point of contact among advisors, teammates, clients and other external partners
  • Manage communication flow and records in a timely and accurate manner
  • Managing the advisors calendar, setting up meetings, and taking notes during meetings
  • Coordinating tasks and prioritizing the most sensitive matters for advisors
  • Sending reminder if anything is overdue
  • Continuously looking for ways to improve the workflow and processes
  • Developing SOPs when necessary to make operations more efficient
  • Format information for internal and external communication – memos, emails, presentations, reports
  • Providing administrative assistance, such as writing and editing e-mails, drafting memos, and preparing communications on the advisor'ss behalf
  • Make travel and accommodation arrangements, provide general administrative support, and other tasks when requested to.

Preferred Experience

  • Completion of Grade 12 or equivalent.
  • Applicants must have a strong knowledge of Google G-Suite and its software programs
  • Applicants must have a strong knowledge of Microsoft Office including Word, Excel software programs.
  • Excellent formatting, grammar and proofreading skills are required.
  • Have experience in a similar role (preferred but not required)
  • Have completed or are willing to complete the Life Licensed Qualification Program

Ready For The Perks?

What We're Offering

Working In An Elite Team

Working with top-tier and like-minded individuals who has the ability and ambitions to grow.

 

Remote Work Position/In Person Office

Depending on where you are located, you will be either in a remote working position or be in our head office in Edmonton

 

Focus and develop on What you love

We work within our Unique Abilities – We strive to energize our team members by allowing them to work in roles that fascinate them. 

Interesting and Challenging Projects

Growth oriented environment where you will impact clients' business strategy and all their marketing efforts.

 

Supportive Management that Allows Freedom

Ability to express your ideas and value addition to the company. We encourage and value the ideas of our team as we believe that we are a team that grows together.

Competitive Payment Structure

We believe in fair wage to compensate the value that you bring. Payment is set according to the market standards. We reward hard work and we love sharing our wins with the team.

 

WHAT IS IT LIKE TO BE A PART OF US?

We can write something to convince you. Why not hear it from our teammates on our team and be the judge for yourself?

Elizabeth Wall,
Sales Associate In Training

“The people are amazing. They're so supportive both professional and personally and they always are there to lend a hand or just check in on you to make sure that things are going well!”

Richard Canfield,
Advisor

“What really stands our for me (as a member of the Ascendant Team), is that we're working towards a common goal and we're trying families and business owners all over the country really rise to the occasion where they can actually see the fruits of their financial labor!”

Sebastian Daniels,
Advisor

“The people provide an environment of positivity and support with a vision for growth.

Taran Sousa,
Advisor

“The journey is nothing but ABSOLUTELY BRILLIANT. The team is awesome! No matter who you interact with. Everyone is just so kind and really motivating in terms of a cohesive unit!”

Nadine Bernardin,
Administrative Associate

“Being part of Ascendant Financial makes me feel very welcome and being part of a team that supports one another has made it really easy to feel confident and comfortable while learning new things every single day!”

Job Position at Ascendant Financial

Administrative Assistant