Administrative Assistant (Part-Time)

Wellington-AltusCalgary, AB
Onsite

About The Position

The Administrative Assistant will provide essential support to the Senior Wealth Advisors by managing calendars, coordinating office activities, and ensuring smooth day‑to‑day operations. This role combines elements of executive assistance, office management, and reception. Working part‑time in the office 4 days per week, the Administrative Assistant will play a critical role in enabling efficiency, professionalism, and seamless communication across the team.

Requirements

  • Bachelor’s degree in business administration, finance, or similar field of study, or equivalent combination of education and experience.
  • 1-2 years of relevant experience.
  • Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
  • Demonstrates a high level of accountability, adaptability, and innovation in achieving both day-to-day responsibilities and long-term goals.
  • Strong attention to detail.
  • Excellent attitude and commitment to providing exceptional service.
  • Exemplary interpersonal, influencing, and communication skills across multiple mediums (in-person, phone, virtual).
  • Strong problem-solving and critical thinking abilities.
  • Highly organized with a consistent and reliable work ethic.
  • Comfortable with ambiguity and able to manage a high volume of competing priorities.
  • Maintains the highest level of confidentiality.
  • Must be legally eligible to work in Canada.
  • A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Responsibilities

  • Managing calendars, schedule meetings, and coordinate logistics for the Senior Wealth Advisors.
  • Providing administrative support including correspondence, filing, and document preparation.
  • Serving as the first point of contact for office inquiries, ensuring a professional and welcoming environment.
  • Overseeing office organization, supplies, and basic facilities coordination.
  • Utilizing Microsoft Office tools to prepare reports, presentations, and manage shared documents.
  • Supporting communication and coordination between internal stakeholders as needed.
  • Assisting with onboarding and orientation of new team members when required.
  • Maintaining confidentiality and handle sensitive information with discretion.
  • Performing other duties as assigned.
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