Administration (Strategic Personal Assistant) Contract Position

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

• Contract position - Permanent Full time
• Minimum starting rate of $22 per hour
• Two weeks off per year
• One week of flex time
• Based in Calgary or remote within the Mountain time (MT) zone
  

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

• Act as a key point of contact for clients, prospects, referrals, partners, and internal team members.
• Respond to calls, texts, and emails in a timely and professional manner.
• Redirect requests to the appropriate person, process, or client portal.
• Prepare basic correspondence for referrals, introductions, and follow ups.

Calendar and Meeting Support

• Book and confirm meetings with clients, prospects, referrals, event registrants, partners, and team members.
• Confirm next day appointments.
• Prepare meeting details, documentation, client notes, values, and other required information in advance.
• Support client onboarding meeting coordination.

CRM and Administrative Support

• Maintain accurate client and contact records.
• Update tasks, opportunities, notes, addresses, and follow up items.
• Transcribe meeting notes and record client interactions.
• Support client re engagement and follow up activities.
• Assist with client portal questions and access issues.
• Track expenses and maintain organized records.

Advisor Support

• Send forms, compliance documents, and client information as directed.
• Support file organization and document collection.
• Complete basic administrative and data entry tasks.
• Follow up on outstanding tasks and help ensure key items are completed.
• Support licensing, CE, renewal, insurance, and calendar related administration as needed.

Event and Content Support

• Register clients and prospects for webinars, events, bootcamps, and coaching sessions.
• Confirm attendance and send follow up materials or replays.
• Assist with scheduling, communication, and follow up related to content, podcast, webinar, or education activities.

Key Areas of Accountability

• Timely and accurate completion of assigned tasks
• Professional communication with clients and partners
• Accurate CRM records and organized client files
• Efficient scheduling and meeting preparation
• Strong follow through on advisor priorities
• Ability to adapt in a fast paced and changing environment

How Success Will Be Measured

• Clients receive prompt, professional, and helpful communication.
• Tasks are completed accurately and on time.
• The advisor is well prepared for meetings and has fewer administrative distractions.
• CRM records, client files, and follow up items are kept current.
• The assistant is able to create organization, clarity, and momentum in a busy practice.

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*