ARE YOU SOMEONE WHO THRIVES ON STAYING ORGANIZED, MANAGING DETAILS, AND SUPPORTING BOTH CLIENTS AND COLLEAGUES WITH PROFESSIONALISM AND CARE?

We’re hiring an Administrative Assistant to join a respected Calgary-based team in the financial and tax services industry. This is a hands-on, in-office role where your day-to-day contributions will help ensure the business runs efficiently and clients receive top-quality service.
You’ll be involved in everything from coordinating appointments to organizing client files, managing spreadsheets, and handling communications. If you’re dependable, accurate, and enjoy keeping operations in sync, this could be the right role for you.

HELPFUL SKILLS (NOT REQUIRED, BUT VALUED):

• Familiarity with Canva or similar tools for simple design tasks
• Ability to create fillable PDFs or web-based forms
• Strong skills with Excel or Google Sheets
• Basic website editing capabilities
• Clear, professional communication skills (written, verbal, and in person)

ROLE SNAPSHOT

• Location: Calgary, AB (on-site only)
• Hours: 30–40 hours per week, Monday to Friday
• Schedule: Flexible start and end times
• Pay Rate: $25–$30/hour, depending on experience
• Benefits: Health coverage begins after 3 months

WHAT YOU’LL DO

• Book and manage appointments for clients and leadership
• Keep client records and tax documentation up-to-date and well-organized
• Use spreadsheets to track and manage client data (e.g., mileage logs)
• Communicate with clients to provide updates, confirm meetings, and follow up as needed
• Handle invoicing and coordinate client appreciation programs (referral rewards, gifts)
• Manage incoming communications—sorting emails and identifying urgent or priority messages