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Administrative Assistant

$50k - $75k per year
Full-time

Staffing In Motion

Calgary, AB

?  Administrative Associate (Wealth Management)

?  Location

Calgary, AB
Full-time | In-office (Monday–Friday)

?  Overview

Our client is seeking a highly organized   Administrative Associate   to support a fast-growing wealth management practice. With a significant increase in new clients, this role is critical in ensuring smooth operations, accurate processing, and an exceptional client experience.

This is an excellent opportunity for either a   detail-oriented junior candidate   looking to break into finance or an   experienced administrator   seeking a stable, growth-oriented environment.

?  Key Responsibilities

  • Manage   high-volume administrative workflows   related to client accounts  
  • Process:  
    • New account openings  
    • Account transfers  
    • Investment documentation and submissions  
  • Track and follow up on all paperwork to ensure timely completion  
  • Maintain accurate client records and compliance documentation  
  • Assist with   RSP contributions and general account maintenance
  • Support onboarding of new client households  
  • Identify opportunities to improve operational efficiency  
  • Provide administrative support to advisors and investment team  
  • Potential to gradually   interact directly with clients

?  Requirements

  • 1–2+ years of administrative or financial services experience   OR recent finance graduate  
  • Strong attention to detail and organizational skills  
  • Ability to manage multiple priorities in a fast-paced environment  
  • Strong work ethic (“worker bee” mentality) 
  • Licensing is an asset (or willingness to obtain) 

?  Ideal Candidate

  • Highly reliable and process-driven  
  • Takes ownership and accountability  
  • Positive attitude and team player  
  • Interested in   growing within wealth management
  • Comfortable handling repetitive, detail-heavy tasks with accuracy  

?  Compensation

  • Base salary:  $50,000–$75,000
  • Top candidates:   up to $100,000
  • Bonus potential
  • Comprehensive benefits package  

?  Growth Opportunity

  • Exposure to client relationships and advisory work over time  
  • Opportunity to   advance into client-facing or advisory roles
  • Join a firm with strong upward momentum and internal growth paths  

 

 

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Vacancy posted more than 2 months ago
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