Administrative Specialist

Location: Winnipeg, MB

Reports to: Manager, Administration

Department: Administration

Position type: Full Time - 37.5 hours per week

Salary range :$55,000-$60,000

About Cardinal

Cardinal Capital Management is an employee-owned, Winnipeg-based

investment firm providing discretionary portfolio management and

personalized wealth advisory services to high-net-worth families,

foundations, corporations, and institutional clients. Our reputation is built

on disciplined investment management, integrity, and long-term client

relationships. We are committed to delivering exceptional outcomes for our

clients while fostering a collaborative, professional, and inclusive workplace.

Position Summary

The Administrative Specialist plays a critical role in supporting the day-today

operations of the firm by providing administrative, operational, and

transactional support to the Business Development & Administration team.

This position is responsible for ensuring the accurate processing of financial

and client-related transactions, maintaining organized records, and

supporting operational efficiency across multiple departments.

The successful candidate will act as a key point of coordination between

advisors, clients, custodians, and internal team members while maintaining

a high standard of professionalism, confidentiality, and attention to detail.

This role requires strong organizational and communication skills, the

ability to manage competing priorities, and a proactive approach to

problem-solving in a fast-paced financial services environment.

The Administrative Specialist will assist with account maintenance,

transaction processing, reporting, billing coordination, and regulatory

compliance requirements. The position may also involve providing guidance

to administrative support staff and helping ensure operational procedures

and service standards are consistently followed.

Working closely with management and cross-functional teams, the

Administrative Specialist contributes to delivering exceptional client service

while supporting the firm's operational goals and continued growth.

Compensation will be commensurate with experience, qualifications, and

industry knowledge.

Qualifications & Skills

Postsecondary education in Business Administration, Finance, Office

Administration, or a related field is considered an asset

Previous administrative or operational experience in financial services,

wealth management, banking, or a professional office environment

preferred, with a minimum 2 years of experience required

Strong organizational skills with exceptional attention to detail and

accuracy

Ability to handle sensitive and confidential information with

professionalism

Proficiency in Microsoft Office Suite, including Excel, Word, and

Outlook

Strong written and verbal communication skills

Ability to manage multiple priorities and meet deadlines in a fast-paced

environment

Experience with CRM systems and financial administration platforms is

considered an asset

Self-motivated, adaptable, and team-oriented with a proactive approach

to problem-solving

Key Duties & Responsibilities

Specific duties and functions include, but are not limited to:

Client Account Administration

Process account updates, maintenance requests, and documentation changes

accurately and efficiently

Maintain and update client records, ensuring accuracy and confidentiality of all

information

Prepare and distribute account-related reports and documentation as required

Transfer Processing & Financial Administration

Coordinate and process financial transactions, including deposits,

contributions, transfers, and client withdrawal requests

Monitor transaction status and follow up on outstanding items to ensure timely

completion

Assist with tracking and maintaining operational records related to financial

transactions

Operational & Administrative Support

Provide general office and administrat