Career Opportunity | Administrative Assistant - Lethbridge

We are currently seeking a full-time Administrative Assistant to join our team in Lethbridge.

EXPERIENCE AVAIL

Are you ready to make a positive difference in the lives of clients and communities? At Avail CPA, we are committed to developing insightful leaders who provide thoughtful solutions and deliver exceptional experiences. With nearly 100 years of history, we have grown into Southern Alberta's largest independently owned business advisory and accounting firm, proudly serving six communities, including Invermere, British Columbia.

Our mission is to provide exceptional service and innovative solutions to our clients, fostering growth and success in our communities.

Are you detail-oriented, organized, and looking to support a fun and dynamic Wealth Management team? We are hiring an Administrative Assistant to ensure smooth operations and provide excellent service to our clients. If you have excellent communication skills, enjoy building relationships, and have a knack for managing tasks efficiently, we want to hear from you!

What You Will Do

In this role, you will:

Client Meetings & Onboarding

• Coordinate client and internal meetings by managing schedules, agendas, reminders, and follow-ups.
• Support new client onboarding by setting up files, organizing information, and ensuring a smooth process.
• Prepare and send key client documents, including engagement letters and authorizations, while ensuring records are accurate and up to date.

Communication & Client Support

• Be the first point of contact for clients, handling calls, emails, and questions with professionalism.
• Provide timely support by distributing client statements and helping manage documentation related to investments, insurance, and tax accounts.

Administration & Tracking

• Keep our records organized by updating trackers and preparing monthly reports for the team.
• Assist with monthly invoicing, referral payments, and shared tax installment tracking.
• Help maintain internal systems and ensure team calendars are accurate and up to date.

General Office & Projects

• Prepare meeting spaces and client materials so everything runs smoothly.
• Support day-to-day administration, from processing documents to coordinating special projects.
• Contribute to firmwide initiatives, such as seasonal client communications and appreciation projects.

What We're Looking For

• High school diploma or equivalent; additional qualifications as an Administrative Assistant or Secretary are a plus.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, OneNote).
• Strong organizational abilities.
• Excellent written and verbal communication skills.
• Enjoys interacting with clients and building relationships.
• Attention to detail and problem-solving skills.

What We Offer

• A competitive salary within the industry, with opportunities for growth.
• A comprehensive benefits package including medical, dental, and vision.
• Exceptional work-life balance and a supportive company culture.
• Professional skill development through targeted training and development opportunities.
• A diverse and inclusive environment where all team members feel valued and supported.

We thank all applicants for their interest in this position however only those candidates selected for an interview will be contacted.