Job Title:

Administrative Associate

Location:

Edmonton, Alberta

Base Salary:

$60,000 - $70,000 CAD (dependent on experience)

The Client:

Our client is an established private wealth management practice within a leading Canadian financial institution, providing highly personalized wealth management services to successful individuals, families, business owners and organizations. With a long-standing presence in the industry, the team takes an integrated approach to investment management, wealth planning, estate and succession considerations, and complex financial needs. Known for its collaborative and relationship-driven culture, the practice brings together experienced advisory and administrative professionals who work closely to deliver exceptional, long-term client service.

What you will achieve in this role:

- Manage daily administrative and operational workflows for a fast-paced wealth management team.
- Monitor debit, delinquency, rejection, exception, restricted account, and outstanding documentation items.
- Process and track money movement requests, including contributions, withdrawals, EFTs, wires, cheques, and in-kind transfers.
- Support account maintenance, address changes, client profile updates, and other service requests.
- Prepare, coordinate, and follow up on client documentation, including letters of authorization and account-related forms.
- Support registered account requests, including RESP withdrawals.
- Assist with estate-related administration and documentation follow-up.
- Track approvals, compliance requirements,



and outstanding items to ensure requests are completed accurately and on time.
- Generate and distribute recurring weekly, monthly, quarterly, and annual reports.
- Communicate professionally with advisors, clients, internal teams, and support partners.
- Provide backup office administration and reception support as required.

What you must bring to this role:

- 3-7 years of experience in administration, operations, client service, coordination, banking, wealth management, or a professional office environment.
- Exceptional organization, attention to detail, and ability to manage multiple priorities in a deadline-driven environment.
- Strong accountability and follow-through, with the ability to take ownership of recurring processes and urgent requests.
- Professional written and verbal communication skills with a solid client service mindset.
- Sound judgment and comfort handling confidential and sensitive information.
- Ability to work collaboratively with multiple internal stakeholders while remaining calm under pressure.
- Experience within wealth management, banking, financial services, legal, or another process-driven professional environment is considered an asset.




- CIRO-related knowledge or industry credentials are considered an asset but are not required.
- Comfortable working primarily onsite in downtown Edmonton.

Only those who are qualified will be contacted.

This posting is for an existing vacancy and is intended to fill a current open position.

Additional Information

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.

How to Apply

If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson values diversity and is committed to creating an inclusive workplace. We invite all qualified individuals to apply.

Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. Join us in building a diverse and inclusive environment.

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