Administrative & Client Experience Coordinator

Job Description

<p><b>Nault Group Private Wealth Management </b>is a leading Winnipeg-based and family-operated Private Wealth Management practice. We provide a full range of financial products, services and advice to our clients. We have been in practice for over 20 years.</p><p><br></p><p>Drawing on your experience in an administrative or client support role, you will be responsible for ensuring smooth day-to-day operations and delivering exceptional client experiences. You should be self-motivated, highly organized, and detail-oriented, with a genuine passion for connecting with people and making every interaction positive and professional. This position is full-time with 8-hour, Monday-Friday workdays including 30-minute unpaid lunch break. While our team values collaboration and in-person connection, occasional work-from-home flexibility may be available as a privilege based on performance and business needs. </p><p><br></p><p><b>The opportunities:</b></p><ul><li>Join a high-performing, family-operated team in Private Wealth Management as part of a respected company - IG Wealth. </li><li>Play a key role in creating exceptional client experiences through warm communication and thoughtful coordination. </li><li>Use your organizational and creative skills to plan unique client and team events and special occasions. </li><li>Help showcase our team by contributing to marketing efforts.</li><li>Make a lasting impact by building strong client relationships and contributing to a team that values trust, excellence, and personalized service.</li></ul><p><br></p><p><b>Specifically, you will: </b></p><ul><li><b>Manage client communication</b> in a proactive and timely manner, ensuring every interaction-whether in person, by phone, email, etc-is warm, professional, and welcoming.</li><li><b>Coordinate and maintain calendars</b>, schedule appointments, and keep everything organized. </li><li><b>Plan and support events and special occasions</b> to create memorable client and team experiences. </li><li><b>Assist with marketing coordination</b> by maintaining the website, sending newsletters, and collaborating on social media content. </li><li><b>Handle administrative tasks</b> such as filing, organizing documents, and maintaining records. </li><li><b>Collaborate with team members</b> to ensure smooth operations and consistent service standards.</li></ul><p><b> </b></p><p><b>The benefits:</b></p><ul><li>Total compensation package including paid parking, paid vacation, and health benefits.</li><li>A supportive, family-oriented culture that values stability and long-term commitment, with opportunities to learn and refine your skills to excel in your role.</li></ul><p><br></p><p><b>What we are looking for:</b></p><p><b> Reliability & Punctuality - </b>Always on time, dependable</p><p><b> Detail-Oriented - </b>Loves organization and accuracy</p><p><b> People-Centered - </b>Enjoys interacting with all ages</p><p> <b>Creative & Supportive - </b>A natural co-host and planner</p><p> <b>Tech-Savvy - </b>Comfortable with Microsoft Office (Word, Excel, Outlook) and willing to learn new tools as needed</p><p><b> Proactive Learner -</b> Embraces new skills and challenges</p><p><b> Hospitality Mindset - </b>Makes every occasion special</p><p><b> Open to candidates at any stage of life or career</b></p><p><br></p><p><br></p><p><b>CONTACT US</b> </p><p>Please email your CV to .</p><p><b> </b></p><p>We sincerely thank all applicants, however, only those under consideration will be contacted. Applications will be reviewed on a rolling basis until the position is filled.</p><p><br></p><p>Nault Group Private Wealth Management is affiliated with Investors Group which is a part of IGM Financial and a member of the Power Financial Corporation group of companies. When you work with us, you enter a relationship backed by an industry leader that Canadians have trusted for 100 years.</p><p><br></p><p>To learn more about Nault Group Private Wealth Management, we invite you to explore our website and follow us on social media.</p><p></p>