Administrative Coordinator

The Opportunity

Atlantic Wealth Management (AWM) is currently seeking an Administrative Coordinator in Dartmouth, Nova Scotia. This permanent, full-time position is 100% in-office and will report to the Chief of Staff.

Salary: $45,000.00 – $65,000.00
Hours: Monday to Friday, 8:30 a.m. to 4:30 p.m.

Required Qualifications

This job requires post-secondary education and a minimum of three years’ industry experience. The candidate must have a solid foundation/knowledge of investment and life insurance processes and procedures. Must be proficient with the Microsoft Office suite of products. Strong communication and organizational skills are a necessity, with the ability to adapt quickly to daily changes and distractions. This position requires discretion and a commitment to respecting confidentiality.

Desired Qualifications

An ideal candidate will be highly professional, a self-motivated team player with a strong work ethic and commitment to client service, excited to play a critical role in a fast-paced practice and contribute to the success of AWM. Insurance and mutual fund licensed are considered an asset.

Key Responsibilities

• Review, process, and follow up on applications and client service requests.
• Schedule and prepare material for client meetings.
• Organize and maintain electronic and hard copy filing systems.
• Run insurance illustrations.
• Manage all necessary documentation for the client base and keep up to date with compliance regulations.

Core Competencies

• Communication Skills: Possesses superior communication skills (oral, written, and listening) and delivers information clearly and confidently with advisors, team members, and clients.
• Execution and Organizational Skills: Prioritizes and effectively copes with change. Ability to organize work and information in a well-thought-out manner to deliver on specific tasks and reporting deadlines. Possesses the ability to manage multiple tasks.
• Analytical Thinking: Detail-oriented, using logic and good judgment in decision making for when different situations and skills may call for different approaches.
• Teamwork Skills: Demonstrates an understanding of how the job contributes to the overall work unit and takes the initiative to help team members. Seeks and is receptive to feedback.

What We Offer

• Competitive compensation package
• Company match RRSP program
• Full benefits package
• On-site parking

Interested candidates can apply by emailing their cover letter and resume to Duncan McIntyre, Operations Coordinator, at duncan@atlanticwealth.ca.

Atlantic Wealth Management is an equal opportunity employer. We welcome applications from members of all equity-deserving groups.

We would like to thank all candidates for expressing interest. Please note that only those selected for interviews will be contacted.