Navigate Financial Solutions Inc.
Job Summary:
Job Description:
Navigate Financial Solutions Inc
Administrative Assistant – Financial Services
Location: Summerside, Prince Edward Island (In-Office Only)
Employment Type: Full-Time, Permanent
Anticipated Start Date: February 1, 2026
Salary: $45,000 – $55,000 per year
Benefits: 100% employer-paid benefits, 3 weeks paid vacation
About the Role
This is for an in-office role only in Summerside.
We are a growing financial services firm with offices in Stratford and Summerside, PEI, seeking a professional Administrative Assistant to support multiple financial advisors within a collaborative, in-office team environment. This role is client-facing and phone-intensive, focused exclusively on servicing existing clients. There is no cold calling or sales responsibility. You will work alongside an experienced senior administrative team member with established systems and training in place.
Key Responsibilities:
- Booking and coordinating appointments with existing clients
- Professional phone and email communication
- Calendar and scheduling management using Microsoft Outlook
- Maintaining client records in CRM software (Salesforce)
- Administrative support for multiple financial advisors
- Electronic document management and digital filing
Required Qualifications:
- Minimum 3 years of relevant administrative experience
- Fluent English with exceptionally strong phone skills
- Strong organizational and computer skills
- Experience working in a fully electronic office environment
- Proficiency with Microsoft Outlook
Assets (Nice to Have):
- Experience in financial services, insurance, or professional services
- Previous experience with Salesforce or other CRM systems
- Experience supporting multiple professionals