Avail Wealth is seeking a professional and organized Wealth Planning Assistant to join a team that values excellence, fun, and a genuine care for our clients, people, and our communities.

What You Will Do In this role, you will:

Client Meetings : Schedule and book client meetings, ensuring all client information is accurately recorded in OneNote. Open new client files and tasks, scan and upload documents, and manage meeting agendas.

Internal/Planning Meetings : Coordinate and schedule all internal and planning meetings, sending daily meeting reminders and tracking follow-ups.

Communication : Handle incoming calls from clients and staff, directing them to the appropriate person. Email CRA Authorizations and AW Engagement Letters, updating relevant folders.

Administrative Tasks : Review pipeline spreadsheets semi-monthly, coordinate yearly Christmas cards and gifts, assist with monthly client invoicing, and set up meeting rooms using OneNote, SNAP, and Capintel, ensuring high quality in all tasks.

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.

Ready to take the next step in your career? Apply now and join us in making a difference!