Administrative Assistant - Financial Planning Firm (Halifax, NS)

Full-time | Hybrid flexibility | Growth-focused environment

Are you a tech-savvy, detail-oriented professional who thrives in a fast-paced, high-performance environment? Do you want to be part of a growing financial planning firm that values innovation, excellence, and career growth? If so - this isn't your average administrative role.

About Us

We're a forward-thinking financial planning firm that blends personalized wealth management with cutting-edge technology to deliver an exceptional client experience. Over the next decade, we're positioned for significant growth - and we're looking for someone who wants to grow with us.

The Opportunity

As our Administrative Assistant, you'll be the operational backbone of our team, supporting both our advisors and our clients. You'll work with advanced tools and systems to keep everything running smoothly - from onboarding clients to executing trades and processing complex insurance transactions. This role is ideal for someone who loves technology, precision, and professional growth - and who wants to build a career in financial services.

What You'll Do

Manage and maintain our Client Relationship Management (CRM) system with accuracy and efficiency.
Support trade processing and handle confidential client documentation.
Coordinate and process insurance applications and high-level policy transactions.
Collaborate with advisors to ensure smooth client onboarding and exceptional client experiences.
Use cutting-edge software and workflow automation tools to improve efficiency.
Provide proactive administrative support that helps the entire team perform at their best.

Who You Are

A tech-savvy problem solver with strong organizational skills.
A confident communicator who can handle client interactions professionally.
Someone who enjoys learning new systems and thrives in a fast-evolving industry.
Comfortable working with data, compliance requirements, and sensitive financial information.
A self-starter who brings energy, positivity, and accountability to everything you do.

Qualifications

Previous experience in financial services or an administrative role (experience with CRM systems is a strong asset).
Strong computer literacy - including Microsoft 365, digital document systems, and workflow tools.
Post-secondary education in business, finance, or a related field preferred.
Licensing or interest in pursuing securities/insurance credentials considered an asset.

Why Join Us

Be part of a growth-focused firm with big ambitions for the next 10 years.
Learn from experienced advisors and gain exposure to advanced financial planning and investment strategies.
Enjoy opportunities for career advancement, skill development, and meaningful contribution.
Work in a supportive, team-oriented, and innovative environment.

Ready to grow your career with us? Send your resume and a short cover letter telling us why you'd be a great fit for this exciting opportunity.

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