Job Description

EXPERIENCE AVAIL

Are you ready to make a positive difference in the lives of clients and communities?

At Avail CPA, we are committed to developing insightful leaders who provide thoughtful solutions and deliver exceptional experiences. With nearly 100 years of history, we have grown into Southern Alberta's largest independently owned business advisory and accounting firm, proudly serving six communities, including Invermere, British Columbia.

Our mission

is to provide exceptional service and innovative solutions to our clients, fostering growth and success in our communities.


Are you detail-oriented, organized, and looking to support a fun and dynamic Wealth Management team? We are hiring an

Administrative Assistant

to ensure smooth operations and provide excellent service to our clients. If you have excellent communication skills, enjoy building relationships, and have a knack for managing tasks efficiently, we want to hear from you!

What You Will Do:

In this role, you will:

Client Meetings

: Schedule and book client meetings, ensuring all client information is accurately recorded in OneNote. Open new client files and tasks, scan and upload documents, and manage meeting agendas.

Internal/Planning Meetings

: Coordinate and schedule all internal and planning meetings, sending daily meeting reminders and tracking follow-ups.

Communication

: Handle incoming calls from clients and staff, directing them to the appropriate person. Email CRA Authorizations and AW Engagement Letters, updating relevant folders.

Administrative Tasks

: Review pipeline spreadsheets semi-monthly, coordinate yearly Christmas cards and gifts, assist with monthly client invoicing, and set up meeting rooms using OneNote, SNAP, and Capintel, ensuring high quality in all tasks.

What We're Looking For:

High school diploma or equivalent; additional qualifications as an Administrative Assistant or Secretary are a plus. Proficiency in Microsoft Office Suite (Word, Excel, Outlook, OneNote). Strong organizational abilities. Excellent written and verbal communication skills. Enjoys interacting with clients and building relationships. Attention to detail and problem-solving skills.

What We Offer:

A competitive salary within the industry, with opportunities for growth. A comprehensive benefits package including medical, dental, and vision. Exceptional work-life balance and a supportive company culture. Professional skill development through targeted training and development opportunities. A diverse and inclusive environment where all team members feel valued and supported.

Ready to take the next step in your career? Apply now and join us in making a difference!