Administrative Assistant_Calgary

Position Overview

Cumberland Private Wealth Management is currently looking for an individual to join our Wealth Management team in Calgary, Alberta. This role will support a team of Client Portfolio Managers in servicing and maintaining client relationships, and performing daily operational functions, client communication, data input, client service and document management.

Core Duties & Responsibilities:

Receptionist tasks such as mail distribution, answering phones, greeting visitors, setting up conference calls and sales meeting, office attendance, ordering office supplies, liaison to building security and IT department.

  • Maintain a log of deliveries and receivables (mail and couriers)

General Administrative duties including but not limited to Client Documentation (opening new accounts, updating accounts, expiring documents, follow up on o/s documentations, maintaining client files.)

  • Assist in client requests (ETFs, wires, cheques, tax information, reports/statements etc).
  • Set up and follow up of account transfers.
  • Coordinating other and ad hoc office matters as necessary.
  • Required Experience, Education , Skills and Behaviours
  • 2 + years related experience in and Administrative Assistant and Reception role.
  • Maintains punctual, regular and consistent attendance.
  • Must have excellent verbal communication skills including pleasant telephone manner.
  • Must have the ability to work independently, have strong attention to detail, and ability to prioritize work and multi-task.
  • Must have good computer skills including proficiency in MS Office applications.
  • Work as part of the administrative support team and provide back up as necessary.


  • Monday to Friday



  • financial industry: 3 years (preferred)
  • administrative assistant: 3 years (preferred)

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