Calgary, Alberta, Canada · Remote OK
About Ascendant Financial At Ascendant Financial, we are committed to empowering individuals and families to achieve financial independence and success. As a leading financial services organization, we prioritize a suppo…
Skills: Calendar Management, CRM Administration, Client Communication, Administrative Support, Meeting Coordination
Calgary, Alberta, Canada • Remote OK
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Provide high-level administrative and strategic support to a financial advisor, including managing communications, scheduling, and CRM updates. Coordinate client onboarding, event registration, and operational priorities to ensure a seamless practice workflow.
Seeking a highly organized and proactive individual with strong judgment and professional communication skills. The candidate must be able to work independently in a fast-paced environment and maintain meticulous attention to detail.
About Ascendant Financial
At Ascendant Financial, we are committed to empowering individuals and families to achieve financial independence and success. As a leading financial services organization, we prioritize a supportive and growth-oriented culture that fosters innovation, collaboration, and professional development.
Position Details
Strategic Personal Assistant - Contract Position
About the Role We are seeking a highly organized, proactive, and flexible Strategic Personal Assistant to support a leading advisor in a fast paced financial services practice.
This is a contract position directly with the advisor. It is not an employee position with Ascendant Financial and does not include Ascendant benefits or employee vacation programs.
The ideal candidate will help manage communication, scheduling, client follow up, administrative tasks, CRM updates, event support, and day to day operational priorities. This role requires strong judgment, excellent communication skills, attention to detail, and the ability to stay organized in a busy and sometimes changing environment.
Key Responsibilities
Communication Support
Calendar and Meeting Support
CRM and Administrative Support
Advisor Support
Event and Content Support
Key Areas of Accountability
How Success Will Be Measured
Ideal Candidate The ideal candidate is organized, dependable, flexible, and comfortable supporting a busy advisor with many moving priorities. They are professional, detail oriented, responsive, and able to work independently while keeping communication clear.
This person should enjoy helping create structure, closing loops, and keeping important details from falling through the cracks.
Job Posting Closes Thursday, July 2, 2026
Becoming Your Own Banker | The Infinite Banking Concept
Becoming Your Own Banker | The Infinite Banking Concept
Offices: 9080 25 Ave SW, Edmonton, Alberta, CA
View all jobs at Ascendant Financial IncBecoming Your Own Banker | The Infinite Banking Concept
Becoming Your Own Banker | The Infinite Banking Concept
Offices: 9080 25 Ave SW, Edmonton, Alberta, CA
View all jobs at Ascendant Financial Inc