About Us

At Principle Centered Financial Services Inc., we've been serving individuals and businesses since 1996. With over 40 years of combined Certified Financial Planning experience, we offer tailored advice in insurance, investments, tax planning, retirement, estate planning, and more. We're committed to guiding clients along their path to financial success with integrity, expertise, and personalized service.

Position Summary

We are seeking a reliable and detail-oriented Administrative Assistant / Financial Advisor Assistant to support our advisors and ensure the office runs smoothly. This is a full-time, on-site position based in downtown Edmonton, Alberta, ideal for someone who enjoys organization, client interaction, and contributing to a professional financial services team.

Key Responsibilities

• Manage and coordinate the advisor's calendar and appointments

• Prepare materials and documentation for client meetings

• Answer and direct inbound and outbound phone calls in a courteous, professional manner

• Maintain and update the CRM system (ACT) with client data and follow-ups

• General office administration (filing, scanning, data entry, etc.)

• Generate and prepare client reports

• Communicate clearly and professionally with clients and team members via phone, email, and in-person

Typical Work Hours

Monday to Friday, 8:30 AM to 4:30 PM

Tools & Software

• ACT CRM

• Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint

• General computer proficiency required

Qualifications

Required:

• High school diploma or equivalent

• Proficient with Microsoft Office, especially Outlook

• Excellent written and verbal communication skills

• Strong attention to detail and organizational skills

• Client-focused and professional demeanor

Preferred:

• Previous administrative or office experience

• Background or familiarity with financial services is an asset

Compensation & Benefits

• Salary: $35,000 – $38,000 annually

• Health Spending Account

• Paid vacation

• Summer hours (early Fridays)

Why Join Us?

We are a small, professional, and supportive team dedicated to delivering personalized financial guidance. You'll play a key role in helping us serve long-term clients with care and precision. If you're organized, tech-savvy, and enjoy helping others succeed—this is the role for you.