Administrative Assistant

?  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