Administrative Assistant – Maternity Leave

Daeco HR Consulting

. Manage documentation and coordinate meetings with meticulous attention to detail .

Posted 11/6/2026full-timeEdmonton • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational skills and attention to detail in managing documentation and client interactions. Proficient in utilizing Microsoft Office 365 Suite and Salesforce CRM to support business operations within the financial or legal sector.

Highest-signal resume keywords

3+ Years Experience In Financial Sector3+ Years Experience In Legal SectorMicrosoft Office 365 SuiteSalesforce CRMPost-Secondary Education In Related Field

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Documentation ManagementBusiness Transaction ProcessingClient Onboarding AssistanceData EntryDigital File Maintenance

Soft Skills

Attention To DetailClient CommunicationMeeting Coordination

Tools & Technologies

Salesforce CRMMicrosoft Office 365 SuiteAdvisor PortalPhotocopiersScanners

Certifications & Qualifications

Valid Driver's License

Industry Keywords

Financial SectorLegal SectorClient InteractionMarketing Event Support

About the role

Key responsibilities & impact

Manage documentation and coordinate meetings with meticulous attention to detail
Serve as a point of contact for clients in person and over the phone
Review, process, and submit client documents to head office
Prepare and maintain accurate, discreet digital files
Support planning marketing events and attend quarterly evening events
Process business transactions and enter personal data into the database
Assist in onboarding new clients

Requirements

What you’ll need

3+ years of previous experience within the financial or legal sector is a plus
Must provide a valid driver’s license and own a reliable vehicle
Must be able to travel to all four locations
Experience with Microsoft Office 365 Suite
Experience with Salesforce CRM
Experience with Advisor Portal
Experience using photocopiers and scanners
Well-rounded, deep knowledge of the financial/legal sector OR previous experience working as an assistant to an executive
Post-secondary education in a related field, or equivalent combination of experience and training

Benefits

Comp & perks

Hybrid work arrangement
Opportunity to work in a dynamic environment
Culture focused on celebrating successes and building long-lasting relationships
Quarterly marketing events and participation opportunities
Work with an established private wealth management firm under the IG Wealth Management umbrella