Aligned Capital Partners Inc. (ACPI) is a rapid‑growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full‑time Account Administrator to be part of our Client Experience team in Calgary, Alberta .

In this role, the successful candidate will support our dedicated teams within the back‑office, banking, and account administration functions. The candidate will support our Client Experience team and by extension individual branch ACPI Branch Offices. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast‑paced environment and ensures work is completed in a timely fashion. This is an entry‑level role that is primarily non‑client facing with ample room for career growth.

What You Will Do

Banking duties (EFT, wires, resolution of payment issues with financial institutions, Interfund cash and position transfers)

Journal entry and other trade related administrative tasks

Processing client account updates and related tasks

Registered income account updates

Registered accounts Processing (includes RESP, RDSP etc.)

Processing and following up on internal and external asset transfers

RESP Withdrawal Processing (EAP, PSE, NCW, AIP) and generating RESP Breakdown

Unlocking of locked‑in accounts (LIRA, LRSP, LIF etc.)





Cheque withdrawal booking

Pending Close/Freeze account and balances write‑offs

What You Will Bring

Previous experience in the Mutual Fund industry and/or customer service role is preferred

Post‑secondary education

Knowledge of Back Office functions

Ability to prioritize effectively and work efficiently and independently to meet daily deadlines

Detail‑oriented, extremely self‑motivated and dedicated, and a good team player

Fluency in English (verbal and written)

Excellent communication and interpersonal skills

Proficiency with MS Office applications

Ability to thrive in a growing/dynamic environment

Canadian Securities Course, IFIC, PFP and other industry courses would be an asset

Comfort in using and learning new software systems

What We Offer
We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:

Competitive compensation

Recognition of your accomplishments

Communication and feedback

Investment in your training and development

Commitment to your health and well‑being

Culture of inclusion, diversity, and positivity

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905‑639‑5115.

Seniority level
Entry level

Employment type
Full‑time

Job function
Customer Service

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📌 Account Administrator (Alberta)
🏢 Aligned Capital Partners
📍 Alberta