financial officer

<h3>Job Description</h3><div>Job Description<div><p><b><strong>Build a Career Where Exceptional Client Service Matters</strong></b><br><br>Are you someone who genuinely enjoys helping people, thrives in a fast-paced environment and takes pride in keeping everything organized?<br><br>Reynolds Financial Solutions (RFS) is looking for a professional, outgoing and highly organized <b><strong>Financial Services Administrative Assistant</strong></b> to become the welcoming face and voice of our growing financial planning practice.<br><br>Every phone call, every appointment and every Client interaction begins with you, making this one of the most important roles in our office.<br><br>As the first point of contact for our Clients, you'll help create an exceptional experience while supporting a busy team of financial advisors who are dedicated to helping Individuals, Families and Business Owners achieve their financial goals.<br><br>If you're looking for more than just an administrative position-and want to build a rewarding career with a growing financial planning practice-we would love to hear from you.</p><p><br><br><b><strong>About Reynolds Financial Solutions</strong></b><br><br>Reynolds Financial Solutions is a growing financial planning and wealth management practice with Sun Life, serving Clients throughout Alberta and across Canada. Our team provides personalized financial planning, investment strategies, insurance solutions and retirement planning designed to help Clients build confidence in their financial future.<br><br>As our practice continues to grow, we're investing in our people, our technology and the Client experience. We believe great businesses are built by great teams, and every member of our office contributes to delivering exceptional service.<br><br>This is more than a reception position. It is an opportunity to become an integral part of a collaborative team where your work directly contributes to the success of the business and the experience of every Client who walks through our doors.<br><br><b><strong>About the Role</strong></b><br><br>Reporting directly to <b><strong>Mitch Reynolds, Business Owner and Senior Advisor</strong></b>, you'll provide reception and administrative support for our team of three financial advisors.<br><br>Your primary responsibility will be helping keep our advisors organized, productive and fully engaged with Clients by managing calendars, scheduling appointments and maintaining consistent communication.<br><br>This position combines professional reception, client communication, office administration and CRM management into a rewarding role where no two days are exactly alike.<br><br><b><strong>Communication is the Key to Success</strong></b><br><br>Success in this position depends on outstanding communication skills.<br><br>A significant portion of your day will involve speaking with Clients by telephone, scheduling appointments, coordinating advisor calendars and ensuring every Client interaction is warm, professional and welcoming.<br><br>If you enjoy talking with people, building relationships and creating positive first impressions, you'll thrive in this role.<br><br><b><strong>Key Responsibilities</strong></b><br><br><b><strong>Reception & Client Experience</strong></b><br><br>- Welcome Clients and visitors with professionalism and enthusiasm.<br />- Answer incoming telephone calls and direct inquiries appropriately.<br />- Make outbound calls to existing Clients, referrals and prospective Clients to schedule appointments and annual review meetings.<br />- Send appointment confirmations, reminders and follow-up emails.<br />- Communicate with Clients using our phone, email and client texting platforms.<br />- Deliver an exceptional first impression of Reynolds Financial Solutions.<br><br><b><strong>Advisor Support</strong></b><br><br>- Coordinate and manage the calendars of three financial advisors.<br />- Schedule Client review meetings, referrals and marketing campaigns.<b

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Sep 2, 2026