Job Posting: Part-Time Administrative Assistant
Inclusive Financial Planning
Administrative Assistant Job Posting (Remote)
Location: Remote, occasional in office hours (Preference for candidates within 1 hour of Truro, NS – HRM to Amherst to New Glasgow)
Employment Type: Part-Time (10-20 hours per week; additional hours during tax season)
Pay Range: $22–$25 per hour
About Us
Inclusive Financial Planning offers a full suite of services—from comprehensive financial planning, business administration and bookkeeping support, as well as consulting in the areas of operations, finance, inclusive financial advisory, human resource management, staffing and hiring.
Mission
To provide holistic, people-focused advice in an empowering and encouraging environment that emphasizes the sharing of ideas and knowledge for the betterment of our client’s lives and business.
Vision
We believe in a world where people are empowered to make better decisions for themselves, encouraged to determine what’s best for them, and focused on achieving goals with substance and meaning.
Our Company Culture
- We value inclusivity and respect for diversity in all aspects of our work.
- Our client-first approach informs every element of our advisory services
- Collaboration and teamwork are at the heart of our success.
- We encourage continuous learning and professional growth.
- We honor and acknowledge the Mi’kmaq People and their ancestral territory, embracing our responsibility as Treaty People.
About the Role
We are seeking a detail-oriented and proactive Administrative Assistant to support our team in a remote/digital office environment. This role is ideal for someone who enjoys organizing, communicating, and ensuring smooth operations behind the scenes.
Key Responsibilities
- Maintain communication with clients via email, phone, and occasionally in person.
- Schedule regular client reviews and handle basic client inquiries.
- Facilitate communication between clients and the team.
- Ensure accurate and timely record-keeping.
- Take notes during client meetings when required.
- Perform basic administrative tasks, including completing client engagement letters and setting up SharePoint access for clients.
- Track and manage client contact information.
- Conduct regular follow-ups for required client documentation.
- Assist clients with data collection for financial services (guiding them through forms and processes).
- Perform basic bookkeeping tasks under supervision.
- Handle initial phone/email reception for prospects and clients.
- Assist with invoicing preparation as needed.
Qualifications
- Previous office administration experience or education is an asset but not required.
- Strong organizational and communication skills.
- Ability to work independently in a remote setting.
- Comfortable with technology and digital tools.
- Willingness to learn and adapt to financial services processes.
Additional Information
- Training will be provided.
- Flexibility for increased hours during tax season.
- Potential for future involvement in invoicing and other administrative functions.
Application Provisions
Tell us a little bit about yourself! What motivates you, what are your strengths. What is it about this position that excites you? Include all this and more in your cover letter and resume.
* Submit your cover letter and resume to: info@inclusivefp.com
We encourage individuals from historically underrepresented communities, including Black, racialized and Indigenous Peoples, members of the 2SLGBTQIA+ community, newcomers to Canada, and People with Disabilities, to apply.
*Only candidates selected for an interview will be contacted.