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.

Pay: $20.00-$30.00 per hour

Benefits:

• Dental care
• Extended health care

Application question(s):

• Are you located in Saint John and/or surrounding area?

Language:

• English (required)

Work Location: Hybrid remote in Saint John, NB E2L 5B7