Administrative Assistant

Administrative Associate (Wealth Management)

Location

Calgary AB
Full-time In-office (MondayFriday)

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

• 12 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: $50000$75000
  
• Top candidates: up to $100000
  
• 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