Job Description

Administrative Assistant

Company: Godwin & Associates Private Wealth Management
Location: Hybrid Flexible (Office + Remote)
Employment Type: Full-Time

About Us

Godwin & Associates Private Wealth Management is a trusted team of financial advisors committed to providing tailored financial planning services to a diverse and growing client base. Our mission is to deliver exceptional advice and service, helping clients achieve long-term financial success with confidence and clarity.

Position Overview

We are seeking a highly organized and proactive Administrative Assistant to support our team of financial planners. In this role, you will play a pivotal part in client relationship management, onboarding, scheduling, and operational support. This is a hybrid flexible position, offering a blend of in-office collaboration and some remote work flexibility.

Key Responsibilities

Handle inbound client calls and provide timely, accurate support.

Liaise with clients and their professional advisors to ensure seamless communication and delivery of information.

Prepare new client onboarding documentation and maintain compliance standards.

Manage appointment scheduling and coordinate advisor calendars.

Process client transactions with accuracy and attention to detail.

Track outstanding items, follow up on tasks, and maintain workflow momentum.

Prepare client reporting packages and presentation materials.

Organize meeting logistics and ensure all documentation is ready in advance.

Maintain accurate and up-to-date client records in CRM systems.

Provide general office administrative support, including document control and supplies management.

Qualifications & Skills

Minimum 2 years of experience in an administrative or financial services support role.

Strong proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).

Detail-oriented, self-motivated, and proactive problem solver.

Prior experience with Salesforce and DocuSign is considered an asset.

Excellent interpersonal and communication skills, with the ability to manage multiple priorities.

What We Offer

Hybrid flexible work arrangement (blend of office collaboration and remote flexibility).

A collaborative, professional team environment with mentorship opportunities.

Competitive compensation and benefits package.

Opportunity to grow within a reputable wealth management practice.

Why Join Us?

At Godwin & Associates, your organizational excellence and commitment to service will directly enhance our client experience. You'll be a valued part of a high-performing team dedicated to helping clients achieve their financial goals.

Job Type: Full-time

Pay: $20.00-$25.00 per hour

Expected hours: 37.5 per week

Benefits:

Dental care Extended health care
Language:

English (required)
Work Location: Hybrid remote in Saint John, NB E2L 5B7