Job Description

Part-Time Client Service Administrator (CSA) - Northern Asset Management

Location:

Spruce Grove, Alberta

Employment Type:

Part-Time, Onsite

Hours:

Flexible schedule, approximately

15-25 hours per week

About Us

Northern Asset Management is a financial planning firm dedicated to helping families build, protect, and share their wealth through strategic investment, insurance, tax, and estate planning. We specialize in

philanthropic retirement and estate planning

, working closely with clients and charitable foundations across Alberta.

We believe in professionalism, integrity, and personalized service -- and we're looking for someone who shares those values to join our growing team.

About the Role

The

Client Service Administrator (CSA)

plays a key role in supporting our financial planning team and ensuring every client receives exceptional service. You'll handle client communication, administrative tasks, and coordination between clients, advisors, and our partner institutions.

This

part-time position offers flexibility

in scheduling, making it an excellent opportunity for someone who values work-life balance while contributing meaningfully to a professional environment.

Key Responsibilities

Prepare and process account openings, transfers, and investment transactions Maintain accurate client records using our CRM and filing systems Schedule and confirm client meetings; assist with meeting preparation Follow up on outstanding documentation and service requests Coordinate insurance applications and policy servicing Support compliance requirements and internal reporting Prepare correspondence, forms, and summaries for client review meetings Manage daily communication via phone and email with professionalism Assist with client onboarding and ongoing relationship management Provide general administrative and operational support to the advisory team

Qualifications

2+ years of administrative or client service experience (financial or insurance industry preferred) Diploma or equivalent required (degree preferred) Strong attention to detail and accuracy Excellent verbal and written communication skills Proficient with Microsoft Office (Word, Excel, Outlook) Comfortable learning and using CRM and planning tools Ability to manage multiple priorities and deadlines in a professional environment

What We Offer

Flexible hours (15-25 per week)

based on your availability and firm needs Competitive hourly wage ($19-$23 per hour) and performance-based bonus Ongoing training and mentorship opportunities A supportive and collaborative work environment Opportunity to grow within the financial services industry

How to Apply

Please submit your

resume and a short cover letter

outlining your experience and why you'd be a great fit for Northern Asset Management to:

Derek.schaefer@northernassetmanagement.com

Subject line: Part-Time Client Service Administrator - Application

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Job Type: Part-time

Pay: $19.00-$23.00 per hour

Expected hours: 15 - 25 per week

Work Location: In person