Job Description

BlueSky Financial Planning - Regina, SK

Employment Type: Full-Time

BlueSky Financial Planning is a values-driven financial advisory firm committed to helping individuals and families reach their long-term financial goals. We're looking for a dependable, detail-oriented Executive Administrative Assistant to support our team and ensure our operations run efficiently.

About the Role

In this key administrative role, you'll be instrumental in maintaining daily office workflows, supporting client services, and enhancing the overall client experience. Working closely with our financial advisors and support staff, you'll ensure that clients receive timely, accurate, and professional service.

Key Responsibilities

Welcome and assist clients in person, over the phone, and via email with courtesy and professionalism Preparing required paperwork for client meetings in both digital and paper format Manage calendars, book client meetings, and organize appointments Draft, proofread, and edit letters, newsletters, reports, and client-facing documents Keep digital filing systems and client records accurate and up to date Assist in preparing and tracking compliance documents Support a growing social media presence -- planning content, writing engaging posts, and tracking results. Perform general administrative duties such as handling mail, scanning, and managing office supplies when required

Qualifications

Minimum 2 years of administrative experience, preferably in financial services, legal, or other professional settings Outstanding organizational skills with a strong attention to detail Excellent verbal and written communication abilities Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) is required. Knowledge of CRM software is a plus Proven ability to learn and adapt to new software efficiently Discretion and professionalism when handling sensitive information Practical experience with business social media creation, scheduling and posting A collaborative, solutions-focused mindset and a positive attitude

Why Work with Us?

Join a professional, client-focused team in a collaborative environment Play a meaningful role in helping clients plan for a secure financial future Enjoy flexibility and opportunities for professional development and growth

How to Apply

To apply, please send your resume and a brief cover letter to hailey.greenwood@ipcsecurities.com

Applications will be reviewed as they are received.

Job Types: Full-time, Permanent

Pay: $39,557.97-$67,128.65 per year

Location:

Regina, SK (required)
Work Location: In person