Anchored Recruiting & HR Solutions Ltd.

Full-Time Permanent

Weekdays

Description

Employer: Investment Planning Counsel (IPC)

Title: Senior Administrative Assistant

Position: Full Time, Permanent

Hours of Work: Monday – Friday, 8:30 AM – 4:30 PM (40 hours/week)

Job Location: In-person, on-site in Sydney, Nova Scotia

Proposed Start Date: As soon as possible

Salary: Annual salary starting at $55,000 – negotiable based on commensurate knowledge and experience

Benefit Package: Two (2) weeks’ vacation, paid sick time, paid holidays, cost-shared health and dental benefits, pension plan, and more!

Application Deadline: March 17th, 2026, at 11:59 PM AST, or until the position has been filled

Anchored Recruiting & HR Solutions is delighted to partner with Investment Planning Counsel to find a Senior Administrative Assistant to join their team and manage their office operations.

Investment Planning Counsel (IPC) is one of Canada’s leading independent wealth management firms, dedicated to supporting advisors in building exceptional businesses through an outstanding client experience. The Sydney office is a well-established and growing practice providing personalized wealth management, retirement planning, and investment solutions to individuals, families, and small businesses within the community. With more than 30 years of experience in the wealth management industry, Investment Planning Counsel has built a strong reputation as one of Sydney’s most respected and trusted financial services firms.

Reporting to the Financial Advisor, the Senior Administrative Assistant supports the daily office operations and serves as the first point of contact for all clients and visitors. This role is responsible for, but not limited to, coordinating advisor schedules, managing client communications, maintaining accurate records and CRM data, and processing account documentation. The Senior Administrative Assistant also provides other administrative and bookkeeping support, contributing to an efficient office and an exceptional client experience.

If you’re a detail-oriented professional who enjoys working independently and takes pride in delivering an exceptional client experience, we invite you to apply for the Senior Administrative Assistant opportunity with Investment Planning Counsel.

Core Accountabilities:

• Serve as the primary point of contact for clients and visitors, managing front desk operations and a multi-line phone system with professionalism and warmth.
• Coordinate advisor calendars, schedule client meetings, and organize meeting logistics to ensure a seamless client experience.
• Provide comprehensive administrative support, including document preparation, proofreading, filing, and general clerical duties to maintain office efficiency.
• Maintain accurate and up-to-date client records, CRM entries, and filing systems, ensuring all documentation is complete and compliant.
• Deliver exceptional client service via phone and email, demonstrating strong communication skills and professional etiquette.
• Process routine account paperwork, including new account openings, transfers, and other administrative requests; liaise with custodians and product providers as required.
• Prepare client correspondence reports and documentation with a high level of accuracy and attention to detail.
• Prepare basic bookkeeping functions, including expense tracking, billing, and related administrative tasks.
• Oversee general office operations, including ordering supplies, coordinating vendors, and maintaining office equipment.
• Support onboarding processes for new clients by collecting required documentation, tracking outstanding items, and preparing welcome packages.
• Assist with internal compliance tracking and document retention requirements.
• Maintain procedure manuals and administrative workflows.
• Perform other administrative duties as required.

 Qualifications:

• Diploma from a recognized office administration program, or similar commensurate experience is required.
• Minimum of five (5) years of experience in a similar office setting is required.
• Experience working in the financial, banking, and/or investment industry is highly preferred.  
• Working knowledge of QuickBooks and basic bookkeeping experience is considered an asset.
• Strong computer skills and working knowledge of Microsoft Office programs (Word, Excel, Outlook), Google Workspace, and data entry systems.
• Experience utilizing office equipment such as telephone systems, printers, and fax machines.
• Fast and eager learner who can adapt to office software quickly and efficiently.
• Able to work independently and manage and execute tasks with minimal instruction.
• Excellent communication (written and oral), interpersonal, and customer-focused skills.
• Able to easily build and foster relationships with clients and staff.
• Exceptional time management skills with the ability to multitask and adapt to changing priorities.
• Exceptional proofreading and attention to detail skills.
• Able to provide a high degree of professionalism in dealing with a diverse group of people.
• Able to maintain a high level of integrity and discretion in handling confidential information.
• Able to provide a clear criminal record check.
• Valid drivers license and reliable vehicle are required. 

We thank you for your interest, however only those chosen for an interview will be contacted. 

 If interested in this opportunity, please click the ‘Apply’ button and submit a valid resume and cover letter. Failure to submit the correct documents will result in an invalid application. 

Please note that this position is open to Canadian Citizens or Permanent Residents only and will remain open until filled. Applicants will be reviewed in two-week windows. 

All information collected will be shared with our client, Investment Planning Counsel. By submitting this application, Anchored Recruiting & HR Solutions LTD. will be adding you to their talent pool database. You may be contacted in the future with potential job opportunities.

Location Information

Community

Sydney

County

—

Province

Nova Scotia

Country

Canada

Opportunity Information

Employer

Anchored Recruiting & HR Solutions Ltd.

NOC Code

—

Experience Required

Yes

Available Openings

1

Pay Type

Salary

Pay Period

To be Determined

Remuneration Per Pay Period

Estimated Weekly Hours

—

Start Date

—

End Date

—

Language

—

Posted on

March 3rd 2026

Expires

March 17th 2026