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administrative specialist

Title posted on indeed.com - Administrative Specialist

Posted on May 20, 2026 by Employer details Cardinal Capital Management Inc.

Job details

Administrative Specialist Location: Winnipeg, MB Reports to: Manager, Administration Department: Administration Position type: Full Time - 37.5 hours per week Salary range :$55,000-$60,000 About Cardinal Cardinal Capital Management is an employee-owned, Winnipeg-based investment firm providing discretionary portfolio management and personalized wealth advisory services to high-net-worth families, foundations, corporations, and institutional clients. Our reputation is built on disciplined investment management, integrity, and long-term client relationships. We are committed to delivering exceptional outcomes for our clients while fostering a collaborative, professional, and inclusive workplace. Position Summary The Administrative Specialist plays a critical role in supporting the day-today operations of the firm by providing administrative, operational, and transactional support to the Business Development & Administration team. This position is responsible for ensuring the accurate processing of financial and client-related transactions, maintaining organized records, and supporting operational efficiency across multiple departments. The successful candidate will act as a key point of coordination between advisors, clients, custodians, and internal team members while maintaining a high standard of professionalism, confidentiality, and attention to detail. This role requires strong organizational and communication skills, the ability to manage competing priorities, and a proactive approach to problem-solving in a fast-paced financial services environment. The Administrative Specialist will assist with account maintenance, transaction processing, reporting, billing coordination, and regulatory compliance requirements. The position may also involve providing guidance to administrative support staff and helping ensure operational procedures and service standards are consistently followed. Working closely with management and cross-functional teams, the Administrative Specialist contributes to delivering exceptional client service while supporting the firm's operational goals and continued growth. Compensation will be commensurate with experience, qualifications, and industry knowledge. Qualifications & Skills Postsecondary education in Business Administration, Finance, Office Administration, or a related field is considered an asset Previous administrative or operational experience in financial services, wealth management, banking, or a professional office environment preferred, with a minimum 2 years of experience required Strong organizational skills with exceptional attention to detail and accuracy Ability to handle sensitive and confidential information with professionalism Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook Strong written and verbal communication skills Ability to manage multiple priorities and meet deadlines in a fast-paced environment Experience with CRM systems and financial administration platforms is considered an asset Self-motivated, adaptable, and team-oriented with a proactive approach to problem-solving Key Duties & Responsibilities Specific duties and functions include, but are not limited to: Client Account Administration Process account updates, maintenance requests, and documentation changes accurately and efficiently Maintain and update client records, ensuring accuracy and confidentiality of all information Prepare and distribute account-related reports and documentation as required Transfer Processing & Financial Administration Coordinate and process financial transactions, including deposits, contributions, transfers, and client withdrawal requests Monitor transaction status and follow up on outstanding items to ensure timely completion Assist with tracking and maintaining operational records related to financial transactions Operational & Administrative Support Provide general office and administrat